Other · DOL Form 5500 · 2024

Wvu Health System Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 37
Participants Small participant base: 41st
Percentile by assets National rank: $131,050
Avg per participant Near avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Wvu Dental Corp 403(b) Plan · Sponsored by Wvu Health System · West Virginia · Healthcare & Social Assistance

$5M in assets, 37 participants

Wvu Health System's Wvu Dental Corp 403(b) Plan reported $5M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

#7,506 in Healthcare & Social Assistance (16,916 peers)

Wvu Health System multi-year trail

Wvu Health System's plans moved +23.2% in assets from 2022 to 2024; this filing shows Wvu Dental Corp 403(b) Plan at $5M / 37 participants.

#7,506
in Healthcare & Social Assistance (16,916 peers): +9.3%
assets growth YoY

Wvu Dental Corp 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wvu Dental Corp 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,848,847 41st percentile higher than 41% 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

Wvu Dental Corp 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wvu Dental Corp 403(b) Plan is a small filing (37 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Wvu Dental Corp 403(b) Plan reported net income fell from $503K in the plan year 2023 filing to $411K in the plan year 2024 filing.
Wvu Dental Corp 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 550524309 · Wvu Health System PY 2024 · Other

Wvu Dental Corp 403(b) Plan · $5M · 37 · 41st

IND $5M
IND 37
IND 41st
IND Other
IND near The Lambs Farm Employee's Retirement Plan
IND ind #7506

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 →

End-of-year total assets ($M) among Wvu Dental Corp 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Wvu Health System multi-year asset trail

Latest sponsor-wide plan assets: $5M 23.23680537958718% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	42	$4M
2023	1	37	$4M
2024	1	37	$5M

Wvu Health System filing trail (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$411K
Employer EIN	550524309
Plan Effective Date	1971-07-01
Filing Status	FILING RECEIVED

Nearby Other Plans in West Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Wvu Dental Corp 403(b) Plan vs. nearby Other plans in West Virginia, assets vs. participants

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

Compare Wvu Dental Corp 403(b) Plan side-by-side with 3 peers →

Wvu Dental Corp 403(b) Plan's out-of-state Other peers by assets and headcount

Outside West Virginia, the nearest Other by assets is The Lambs Farm Employee's Retirement Plan in IL ($5M); by covered participants it is North Country School DC Plan in NY (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

North Country School DC Plan (NY) 37 · 0 off
Mar-Cal Properties Employees Profit Sharing Plan (DC) 37 · 0 off
Tiaa-Cref 403(b) Defined Contribution Retirement Plan for Faculty and Administrators of Deep Springs College (NV) 37 · 0 off
American Nuclear Society 403(b) Retirement Plan (IL) 37 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wvu Dental Corp 403(b) Plan assets move in 2024? ▼

Wvu Dental Corp 403(b) Plan grew at a solid clip - up 9.3% during 2024, from $4M to $5M. Reported net income was $411K.

How have Wvu Health System plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wvu Health System's sponsor-wide assets grew 23.2%, from $4M to $5M.

Which Other plans are similar in size to Wvu Dental Corp 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is The Lambs Farm Employee's Retirement Plan in IL ($5M, 228 participants).

Which Other plans cover a similar participant headcount to Wvu Dental Corp 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is North Country School DC Plan in NY (37 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 550524309.