Other · DOL Form 5500 · 2024
Wvu Health System Retirement Plan
Data updated 2026-08-25
- $328M
- Total assets Above avg plan size
- 1,947
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $168,314
- Avg per participant Above avg balance/head
Official DOL plan name: West Virginia University Medical Corporation 403(b) Plan · Sponsored by Wvu Health System · West Virginia · Healthcare & Social Assistance
$328M in assets, 1,947 participants
Wvu Health System's West Virginia University Medical Corporation 403(b) Plan reported $328M in total assets and 1,947 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,285 in Healthcare & Social Assistance (16,916 peers)
Coverage in West Virginia
West Virginia University Medical Corporation 403(b) Plan covers 1,947 participants in West Virginia, 4.2x the typical West Virginia plan (state average ~467 per filing). Assets: $328M.
- #16,285
- in Healthcare & Social Assistance (16,916 peers)
- +16.4%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
West Virginia University Medical Corporation 403(b) Plan's outsized position by total assets
West Virginia University Medical Corporation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$327,707,146 Top 4% higher than 96% 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 Medical Corporation 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Virginia University Medical Corporation 403(b) Plan lands in the large band (1,947 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- West Virginia University Medical Corporation 403(b) Plan end-of-year assets rose from $282M in the plan year 2023 filing to $328M in the plan year 2024 filing.
- West Virginia University Medical Corporation 403(b) Plan reported net income fell from $53M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- West Virginia University Medical Corporation 403(b) Plan reported participants rose from 1,761 in the plan year 2023 filing to 1,947 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 550492006 · Wvu Health System PY 2024 · Other
West Virginia University Medical Corporation 403(b) Plan · $328M · 1,947 · 96th
- BOY $328M
- BOY 1,947
- BOY 96th
- BOY Other
- BOY near Metal Lathers Local 46 Annuity Fund
- BOY ind #16285
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 →
West Virginia University Medical Corporation 403(b) Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $282M |
|---|---|
| Net Assets (End of Year) | $328M |
| Net Income | $46M |
| Employer EIN | 550492006 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wvu Health System)
Sponsor-wide plan assets over time
All Wvu Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $720M 39.287068041488546% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,383 | $517M |
| 2023 | 2 | 3,532 | $625M |
| 2024 | 2 | 3,893 | $720M |
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
- Vandalia Health System 403(b) Plan $230M · N/A
- Local Union 317 Electrical Pension Plan $179M · 763
- University Physicians and Surgeons, Inc. Retirement Plan $167M · 2,210
West Virginia University Medical Corporation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is Metal Lathers Local 46 Annuity Fund in NY ($328M); by covered participants it is Xavier University Defined Contribution Retirement Plan in OH (1,945 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($328M here).
- Metal Lathers Local 46 Annuity Fund (NY) $328M · 1,833
- St. Olaf College 403(b) Retirement Plan (MN) $327M · 798
- Punahou School Defined Contribution Retirement Plan (HI) $326M · 1,542
- Bryn Mawr College Retirement Plan (PA) $329M · 860
Similar participant headcount
Nearest other-state filings by covered participants (1,947 participants); asset peers above are excluded.
- Xavier University Defined Contribution Retirement Plan (OH) 1,945 · 2 off
- Faculty and Key Administrative Employee's Retirement Plan a (OH) 1,944 · 3 off
- The Rand Corporation 403(b) Savings Plan (CA) 1,941 · 6 off
- The Art Institute of Chicago Tax Deferred Savings Program (IL) 1,940 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.