401(k) · DOL Form 5500 · 2023

Davis Memorial Hospital 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
902
Participants Near avg headcount
80th
Percentile by assets National rank
$36,133
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Davis Health System 401(k) Profit Sharing Plan · Sponsored by Davis Memorial Hospital · West Virginia · Healthcare & Social Assistance

$33M in assets, 902 participants

Davis Memorial Hospital's Davis Health System 401(k) Profit Sharing Plan reported $33M in total assets and 902 participants in its 2023 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #14,726 in Healthcare & Social Assistance (17,684 peers)

Where Davis Health System 401(k) Profit Sharing Plan sits by assets

Davis Health System 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $33M for 902 participants (~$36,133/participant), up 11.1% in 2023.

#14,726
in Healthcare & Social Assistance (17,684 peers)
+11.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Davis Health System 401(k) Profit Sharing Plan's outsized position by total assets

Davis Health System 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$32,592,030 Top 20% higher than 80% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Davis Health System 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davis Health System 401(k) Profit Sharing Plan sits mid-pack in the medium band (902 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davis Health System 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Davis Health System 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Davis Health System 401(k) Profit Sharing Plan reported participants rose from 892 in the plan year 2022 filing to 902 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 550375433 · Davis Memorial Hospital PY 2023 · 401(k)

Davis Health System 401(k) Profit Sharing Plan · $33M · 902 · 80th

  • BOOK $33M
  • VS-ST 902
  • BOY 80th
  • SCH 401(k)
  • EBSA near In Touch Ministries Retirement Plan
  • PART ind #14726

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in West Virginia →

Davis Health System 401(k) Profit Sharing Plan in the asset neighbourhood

Davis Health System 401(k) Profit Sharing PlanDavis Health System 401(k) P…$33MIn Touch Ministries Retirement PlanIn Touch Ministries Retireme…$33MAffinity Development Group 401(k) Profit Sharing PlanAffinity Development Group 4…$33MOcean Reef Club Employee Savings and Retirement PlanOcean Reef Club Employee Sav…$33MGallagher Sharp 401(k) Plan$33M
End-of-year total assets ($M) among Davis Health System 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN550375433
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis Memorial Hospital)

Sponsor-wide plan assets over time

All Davis Memorial Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$35M 18.8100703882987% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.3M $34.8M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 892 $29M
2023 1 902 $33M
2024 1 909 $35M

Nearby 401(k) Plans in West Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Davis Health System 401(k) Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Davis Health System 401(k) Profit Sharing Plan, Total assets ($B): 0.03259203 · Participants: 902Davis Health System 401(k) Profit Sharing PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.063431645 · Participants: 1878Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($B): 0.718819432 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($B): 0.259281173 · Participants: 5728American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255241932 · Participants: 2525West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.227919168 · Participants: 2740United Bankshares, Inc. Savings and Stock Investment Plan
Davis Health System 401(k) Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Davis Health System 401(k) Profit Sharing Plan side-by-side with 3 peers →

Davis Health System 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is In Touch Ministries Retirement Plan in GA ($33M); by covered participants it is Rosebud Mining Company 401(k) Plan in PA (902 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (902 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Davis Health System 401(k) Profit Sharing Plan assets move in 2023? ▼
Davis Health System 401(k) Profit Sharing Plan grew at a solid clip - up 11.1% during 2023, from $29M to $33M. Reported net income was $4M.
How have Davis Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis Memorial Hospital's sponsor-wide assets grew 18.8%, from $29M to $35M.
Where does Davis Health System 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Davis Health System 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Davis Health System 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is In Touch Ministries Retirement Plan in GA ($33M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Davis Health System 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rosebud Mining Company 401(k) Plan in PA (902 participants, $200M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 550375433.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.