Other · DOL Form 5500 · 2024
Davis Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 965
- Participants Near avg headcount
- 39th
- Percentile by assets National rank
- $4,324
- Avg per participant Low balance/head
Official DOL plan name: Davis Health System 403(b) Retirement Plan · Sponsored by Davis Health System, Inc. · West Virginia · Healthcare & Social Assistance
$4M in assets, 965 participants
Davis Health System, Inc.'s Davis Health System 403(b) Retirement Plan reported $4M in total assets and 965 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #6,908 in Healthcare & Social Assistance (16,916 peers)
Coverage in West Virginia
Davis Health System 403(b) Retirement Plan covers 965 participants in West Virginia, 2.1x the typical West Virginia plan (state average ~467 per filing). Assets: $4M.
- #6,908
- in Healthcare & Social Assistance (16,916 peers)
- +8.7%
- assets growth YoY
Davis Health System 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Davis Health System 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,172,392 39th percentile higher than 39% 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
Davis Health System 403(b) 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. Davis Health System 403(b) Retirement Plan sits mid-pack in the medium band (965 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Davis Health System 403(b) Retirement Plan reported net income fell from $587K in the plan year 2023 filing to $282K in the plan year 2024 filing.
- Davis Health System 403(b) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Davis Health System 403(b) Retirement Plan reported participants rose from 954 in the plan year 2023 filing to 965 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 550737655 · Davis Health System, Inc. PY 2024 · Other
Davis Health System 403(b) Retirement Plan · $4M · 965 · 39th
- NET $4M
- NET 965
- NET 39th
- NET Other
- NET near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Seminole Nation of Oklahoma
- NET ind #6908
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 →
Davis Health System 403(b) Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $282K |
| Employer EIN | 550737655 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Davis Health System, Inc.)
Sponsor-wide plan assets over time
All Davis Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 25.096564455106034% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 936 | $3M |
| 2023 | 1 | 954 | $4M |
| 2024 | 1 | 965 | $4M |
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
Davis Health System 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Seminole Nation of Oklahoma in OK ($4M); by covered participants it is Community Research Foundation Retirement Savings Plan in CA (965 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (965 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.