Other · DOL Form 5500 · 2024
West Virginia University Research Corp. Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 559
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $77,536
- Avg per participant Below avg balance/head
Official DOL plan name: West Virginia University Research Corporation 403b Defined Contribution Plan · Sponsored by West Virginia University Research Corp. · West Virginia · Professional & Technical Services
$43M in assets, 559 participants
West Virginia University Research Corp.'s West Virginia University Research Corporation 403b Defined Contribution Plan reported $43M in total assets and 559 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,756 in Professional & Technical Services (20,173 peers)
Where West Virginia University Research Corporation 403b Defined Contribution Plan sits by assets
West Virginia University Research Corporation 403b Defined Contribution Plan sits in the top quartile of all filed plans by assets, $43M for 559 participants (~$77,536/participant), up 18.0% in 2024.
- #16,756
- in Professional & Technical Services (20,173 peers)
- +18.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
West Virginia University Research Corporation 403b Defined Contribution Plan's outsized position by total assets
West Virginia University Research Corporation 403b Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,342,832 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
West Virginia University Research Corporation 403b Defined Contribution Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Virginia University Research Corporation 403b Defined Contribution Plan sits mid-pack in the medium band (559 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- West Virginia University Research Corporation 403b Defined Contribution Plan end-of-year assets rose from $37M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- West Virginia University Research Corporation 403b Defined Contribution Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- West Virginia University Research Corporation 403b Defined Contribution Plan reported participants rose from 534 in the plan year 2023 filing to 559 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 550665758 · West Virginia University Research Corp. PY 2024 · Other
West Virginia University Research Corporation 403b Defined Contribution Plan · $43M · 559 · 82nd
- TYPE $43M
- TYPE 559
- TYPE 82nd
- TYPE Other
- TYPE near Association of State and Territorial Health Officials 403(b) Plan
- TYPE ind #16756
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 Professional & Technical Services retirement plans → · Plans in West Virginia →
West Virginia University Research Corporation 403b Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $7M |
| Employer EIN | 550665758 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Virginia University Research Corp.)
Sponsor-wide plan assets over time
All West Virginia University Research Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 48.368967115143676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 511 | $29M |
| 2023 | 1 | 534 | $37M |
| 2024 | 1 | 559 | $43M |
Nearby Other Plans in West Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- West Virginia University Health System 403(b) Retirement Savings Plan $1.8B · 30,364
- Maryland Electrical Industry Severance & Annuity Fund $329M · 2,686
- West Virginia University Medical Corporation 403(b) Plan $328M · 1,947
- Vandalia Health System 403(b) Plan $230M · N/A
- Local Union 317 Electrical Pension Plan $179M · 763
West Virginia University Research Corporation 403b Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is Association of State and Territorial Health Officials 403(b) Plan in VA ($43M); by covered participants it is The Ohio Masonic Home 403(b) Retirement Savings Plan in OH (559 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (559 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.