Other · DOL Form 5500 · 2024
West Virginia University Foundation, Inc Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 138
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $265,436
- Avg per participant High balance/head
Official DOL plan name: West Virginia University Foundation DC Retirement Plan · Sponsored by West Virginia University Foundation, Inc · West Virginia · Educational Services
$37M in assets, 138 participants
West Virginia University Foundation, Inc's West Virginia University Foundation DC Retirement Plan reported $37M in total assets and 138 participants in its 2024 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.
- #2,400 in Educational Services (3,638 peers)
Coverage in West Virginia
West Virginia University Foundation DC Retirement Plan covers 138 participants in West Virginia, about 30% of the average West Virginia filer (state average ~467 per filing). Assets: $37M.
- #2,400
- in Educational Services (3,638 peers)
- +14.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
West Virginia University Foundation DC Retirement Plan's outsized position by total assets
West Virginia University Foundation DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,630,138 Top 20% higher than 80% 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 Foundation DC 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. West Virginia University Foundation DC Retirement Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- West Virginia University Foundation DC Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- West Virginia University Foundation DC Retirement Plan end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- West Virginia University Foundation DC Retirement Plan reported participants rose from 135 in the plan year 2023 filing to 138 in the plan year 2024 filing.
DOL schedule card
Filing strip 556017181 · West Virginia University Foundation, Inc PY 2024 · Other
West Virginia University Foundation DC Retirement Plan · $37M · 138 · 80th
- EBSA $37M
- PART 138
- TYPE 80th
- NET Other
- BOOK near Mitchell College Retirement Plan
- VS-ST ind #2400
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 Educational Services retirement plans → · Plans in West Virginia →
West Virginia University Foundation DC Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 556017181 |
| Plan Effective Date | 1979-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Virginia University Foundation, Inc)
Sponsor-wide plan assets over time
All West Virginia University Foundation, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 40.96468276523716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $26M |
| 2023 | 1 | 135 | $32M |
| 2024 | 1 | 138 | $37M |
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 Foundation DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is Mitchell College Retirement Plan in CT ($37M); by covered participants it is Belmont Hill School Defined Contribution Retirement Plan in MA (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Mitchell College Retirement Plan (CT) $37M · 261
- Lexington School for the Deaf 403(b) Defined Contribution Plan (NY) $37M · 254
- Urban Land Institute 403(b) Plan (DC) $37M · 256
- Coleman World Group, LLC Savings & Protection Plan (AL) $37M · 1,306
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Belmont Hill School Defined Contribution Retirement Plan (MA) 138 · 0 off
- Professional Care Services 403(b) Plan (TN) 138 · 0 off
- Oceana, Inc. Retirement Plan (DC) 138 · 0 off
- Aua Tax Sheltered Annuity Plan (MD) 138 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.