Defined Benefit (Pension) · DOL Form 5500 · 2024
St. Joseph's Hospital of Buckhannon, Inc. Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $106,226
- Avg per participant Below avg balance/head
Official DOL plan name: St. Joseph's Hospital, Inc. Retirement Plan and Trust · Sponsored by St. Joseph's Hospital of Buckhannon, Inc. · West Virginia · Healthcare & Social Assistance
$11M in assets, 105 participants
St. Joseph's Hospital of Buckhannon, Inc.'s St. Joseph's Hospital, Inc. Retirement Plan and Trust reported $11M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,727 in Healthcare & Social Assistance (16,916 peers)
Coverage in West Virginia
St. Joseph's Hospital, Inc. Retirement Plan and Trust covers 105 participants in West Virginia, about 22% of the average West Virginia filer (state average ~467 per filing). Assets: $11M.
- #10,727
- in Healthcare & Social Assistance (16,916 peers)
- -1.4%
- assets change YoY
The plan reported a net loss of $157K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Joseph's Hospital, Inc. Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
St. Joseph's Hospital, Inc. Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,153,697 Top 42% higher than 58% 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
St. Joseph's Hospital, Inc. Retirement Plan and Trust 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. St. Joseph's Hospital, Inc. Retirement Plan and Trust sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Joseph's Hospital, Inc. Retirement Plan and Trust reported net income fell from $1M in the plan year 2023 filing to -$157K in the plan year 2024 filing.
- St. Joseph's Hospital, Inc. Retirement Plan and Trust reported participants fell from 138 in the plan year 2023 filing to 105 in the plan year 2024 filing.
- St. Joseph's Hospital, Inc. Retirement Plan and Trust end-of-year assets fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 550356996 · St. Joseph's Hospital of Buckhannon, Inc. PY 2024 · Defined Benefit (Pension)
St. Joseph's Hospital, Inc. Retirement Plan and Trust · $11M · 105 · 58th
- NET $11M
- NET 105
- NET 58th
- NET Defined Benefit (Pension)
- NET near Franklin Savings Bank Cash Balance Pension Plan
- NET ind #10727
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 →
St. Joseph's Hospital, Inc. Retirement Plan and Trust in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$157K |
| Employer EIN | 550356996 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Joseph's Hospital of Buckhannon, Inc.)
Sponsor-wide plan assets over time
All St. Joseph's Hospital of Buckhannon, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 10.706351316705888% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $10M |
| 2023 | 1 | 138 | $11M |
| 2024 | 1 | 105 | $11M |
Nearby Defined Benefit (Pension) Plans in West Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- West Virginia Laborers Pension Trust Fund $570M · 2,390
- I.U.O.E. Local 132 Pension Fund $559M · 1,858
- United Mine Workers of America 1985 Construction Workers Pension Plan $470M · 197
- Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund $453M · 1,685
- Maryland Electrical Industry Pension Plan $289M · 1,784
St. Joseph's Hospital, Inc. Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Franklin Savings Bank Cash Balance Pension Plan in NH ($11M); by covered participants it is Floridacentral Credit Union Cash Balance Retirement Pension Plan in FL (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Floridacentral Credit Union Cash Balance Retirement Pension Plan (FL) 105 · 0 off
- Local 1102 Retirement Trust (NY) 105 · 0 off
- The California Endowment Cash Balance Plan (CA) 105 · 0 off
- Minneapolis Clinic Employees' Pension Plan (MN) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.