Other · DOL Form 5500 · 2024
Shenandoah Valley Medical System Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 289
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $55,889
- Avg per participant Low balance/head
Official DOL plan name: Shenandoah Valley Medical System Inc. Retirement Plan · Sponsored by Shenandoah Valley Medical System Inc. · West Virginia · Other Services
$16M in assets, 289 participants
Shenandoah Valley Medical System Inc.'s Shenandoah Valley Medical System Inc. Retirement Plan reported $16M in total assets and 289 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #6,258 in Other Services (7,719 peers)
Shenandoah Valley Medical System Inc. multi-year trail
Shenandoah Valley Medical System Inc.'s plans moved +13.8% in assets from 2022 to 2024; this filing shows Shenandoah Valley Medical System Inc. Retirement Plan at $16M / 289 participants.
- #6,258
- in Other Services (7,719 peers)
- +6.6%
- assets growth YoY
Shenandoah Valley Medical System Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers
Shenandoah Valley Medical System Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,152,048 Top 34% higher than 66% 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
Shenandoah Valley Medical System Inc. Retirement 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. Shenandoah Valley Medical System Inc. Retirement Plan sits mid-pack in the medium band (289 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shenandoah Valley Medical System Inc. Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Shenandoah Valley Medical System Inc. Retirement Plan reported participants fell from 293 in the plan year 2023 filing to 289 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 550563741 · Shenandoah Valley Medical System Inc. PY 2024 · Other
Shenandoah Valley Medical System Inc. Retirement Plan · $16M · 289 · 66th
- BOOK $16M
- BOOK 289
- BOOK 66th
- BOOK Other
- BOOK near The Kings Academy Inc. 403b Retirement Plan
- BOOK ind #6258
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 Other Services retirement plans → · Plans in West Virginia →
Shenandoah Valley Medical System Inc. Retirement Plan in the asset neighbourhood
Shenandoah Valley Medical System Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Shenandoah Valley Medical System Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 13.784742477897737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 287 | $14M |
| 2023 | 1 | 293 | $15M |
| 2024 | 1 | 289 | $16M |
Shenandoah Valley Medical System Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $1000K |
| Employer EIN | 550563741 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
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
Shenandoah Valley Medical System Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is The Kings Academy Inc. 403b Retirement Plan in FL ($16M); by covered participants it is Westminster College 403(b) Retirement Account in MO (289 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- The Kings Academy Inc. 403b Retirement Plan (FL) $16M · 293
- Altapointe Healthcare Management 403(b) Plan (AL) $16M · 1,415
- Brownsville Community Health Center Pension Plan (TX) $16M · 236
- University of Providence 403(b) DC Plan (MT) $16M · 262
Similar participant headcount
Nearest other-state filings by covered participants (289 participants); asset peers above are excluded.
- Westminster College 403(b) Retirement Account (MO) 289 · 0 off
- The Institute for the International Education of Students 403(b) Defined Contribution Retirement Plan (IL) 289 · 0 off
- Samuel U. Rodgers Health Center 403(b) Plan (MO) 289 · 0 off
- William Penn Charter School Defined Contribution Plan (PA) 289 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.