Money Purchase · DOL Form 5500 · 2024
Wvu Health System Money Purchase Plan
Data updated 2026-08-25
- $392M
- Total assets Above avg plan size
- 1,946
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $201,664
- Avg per participant Above avg balance/head
Official DOL plan name: West Virginia University Medical Corporation Retirement Plan · Sponsored by Wvu Health System · West Virginia · Healthcare & Social Assistance
$392M in assets, 1,946 participants
Wvu Health System's West Virginia University Medical Corporation Retirement Plan reported $392M in total assets and 1,946 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,357 in Healthcare & Social Assistance (16,916 peers)
Coverage in West Virginia
West Virginia University Medical Corporation Retirement Plan covers 1,946 participants in West Virginia, 4.2x the typical West Virginia plan (state average ~467 per filing). Assets: $392M.
- #16,357
- in Healthcare & Social Assistance (16,916 peers)
- +14.2%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
West Virginia University Medical Corporation Retirement Plan's outsized position by total assets
West Virginia University Medical Corporation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$392,437,547 Top 3% higher than 97% 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 Retirement 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 Retirement Plan lands in the large band (1,946 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- West Virginia University Medical Corporation Retirement Plan end-of-year assets rose from $344M in the plan year 2023 filing to $392M in the plan year 2024 filing.
- West Virginia University Medical Corporation Retirement Plan reported net income fell from $56M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- West Virginia University Medical Corporation Retirement Plan reported participants rose from 1,771 in the plan year 2023 filing to 1,946 in the plan year 2024 filing.
DOL schedule card
Filing strip 550492006 · Wvu Health System PY 2024 · Money Purchase
West Virginia University Medical Corporation Retirement Plan · $392M · 1,946 · 97th
- PHOTO $392M
- IND 1,946
- EOY 97th
- 5500 Money Purchase
- ASSETS near Ironworkers Local 11 Annuity Fund
- PCT ind #16357
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 Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $344M |
|---|---|
| Net Assets (End of Year) | $392M |
| Net Income | $49M |
| Employer EIN | 550492006 |
| Plan Effective Date | 1989-01-01 |
| 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 Money Purchase Plans in West Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan $107M · 2,084
- Plumbers & Pipefitters Local 152 Retirement Annuit $75M · 2,909
- IBEW Local 968 Pension Fund $73M · 355
- West Virginia University Medical Corp. Charleston Division Retirement Plan $65M · 157
- Plumbers & Steamfitters Local 565 Pension Plan $35M · 632
West Virginia University Medical Corporation Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside West Virginia, the nearest Money Purchase by assets is Ironworkers Local 11 Annuity Fund in NJ ($395M); by covered participants it is Teamsters Local Union No 572 Retirement Benefit Pl in CA (1,975 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($392M here).
- Ironworkers Local 11 Annuity Fund (NJ) $395M · 1,148
- Nas Primary Retirement Plan (DC) $398M · 1,200
- Pamcah-Ua Local 675 Annuity Plan (HI) $383M · 1,504
- University of Dayton Defined Contribution Retirement Plan (OH) $382M · 3,130
Similar participant headcount
Nearest other-state filings by covered participants (1,946 participants); asset peers above are excluded.
- Teamsters Local Union No 572 Retirement Benefit Pl (CA) 1,975 · 29 off
- Tile Industry Retirement Savings Trust Fund (CA) 1,979 · 33 off
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) 1,984 · 38 off
- Money Purchase Pension Plan of Wake Forest University Health Sciences (NC) 1,997 · 51 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.