401(k) · DOL Form 5500 · 2024
Wvu Health System 401(k) Plan
Data updated 2026-08-25
- $255M
- Total assets Near avg plan size
- 4,549
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $56,150
- Avg per participant Low balance/head
Official DOL plan name: West Virginia University Health System 401(k) Plan · Sponsored by Wvu Health System · West Virginia · Healthcare & Social Assistance
$255M in assets, 4,549 participants
Wvu Health System's West Virginia University Health System 401(k) Plan reported $255M in total assets and 4,549 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,175 in Healthcare & Social Assistance (16,916 peers)
Coverage in West Virginia
West Virginia University Health System 401(k) Plan covers 4,549 participants in West Virginia, 9.7x the typical West Virginia plan (state average ~467 per filing). Assets: $255M.
- #16,175
- in Healthcare & Social Assistance (16,916 peers)
- +0.1%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
West Virginia University Health System 401(k) Plan's outsized position by total assets
West Virginia University Health System 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$255,427,542 Top 5% higher than 95% 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 Health System 401(k) 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 Health System 401(k) Plan lands in the large band (4,549 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- West Virginia University Health System 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- West Virginia University Health System 401(k) Plan reported participants rose from 2,525 in the plan year 2023 filing to 4,549 in the plan year 2024 filing.
- West Virginia University Health System 401(k) Plan end-of-year assets rose from $255M in the plan year 2023 filing to $255M in the plan year 2024 filing.
DOL schedule card
Filing strip 550754713 · Wvu Health System PY 2024 · 401(k)
West Virginia University Health System 401(k) Plan · $255M · 4,549 · 95th
- 5500 $255M
- ASSETS 4,549
- PCT 95th
- EIN 401(k)
- RANK near Foster Garvey 401(k) Plan
- PHOTO ind #16175
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 Health System 401(k) Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $255M |
|---|---|
| Net Assets (End of Year) | $255M |
| Net Income | -$2M |
| Employer EIN | 550754713 |
| Plan Effective Date | 1997-12-01 |
| 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
- $2.0B 83.78704006403817% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21,598 | $1.1B |
| 2023 | 2 | 27,925 | $1.7B |
| 2024 | 2 | 34,913 | $2.0B |
Nearby 401(k) Plans in West Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Orrick, Herrington & Sutcliffe LLP Retirement Plan $1.2B · 1,845
- Vandalia Health System 401(k) Retirement Savings P $853M · N/A
- American Public Education Retirement Plan $303M · 5,717
- United Bankshares, Inc. Savings and Stock Investment Plan $249M · 2,561
- Wesbanco, Inc. 401(k) Plan $238M · 2,598
West Virginia University Health System 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside West Virginia, the nearest 401(k) by assets is Foster Garvey 401(k) Plan in WA ($255M); by covered participants it is The Animation Guild 401(k) Plan in CA (4,549 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($255M here).
- Foster Garvey 401(k) Plan (WA) $255M · 267
- Trident Seafoods Corporation 401(k) Retirement Plan (WA) $255M · 3,382
- American Regent, Inc. 401(k) and Profit Sharing Plan (NY) $255M · 1,295
- Godfrey & Kahn, S.C. 401(k) Retirement Plan (WI) $255M · 371
Similar participant headcount
Nearest other-state filings by covered participants (4,549 participants); asset peers above are excluded.
- The Animation Guild 401(k) Plan (CA) 4,549 · 0 off
- Glidewell Laboratories Retirement Plan (CA) 4,548 · 1 off
- Texas Oncology, P.a. 401(k) Plan (TX) 4,548 · 1 off
- The W. I. S. International 401(k) Savings Plan (TX) 4,548 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.