Other · DOL Form 5500 · 2024

The University of Charleston Inc. Retirement Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
271
Participants Below avg headcount
84th
Percentile by assets National rank
$187,561
Avg per participant Above avg balance/head
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Official DOL plan name: University of Charleston Retirement Plan · Sponsored by The University of Charleston Inc. · West Virginia · Educational Services

$51M in assets, 271 participants

The University of Charleston Inc.'s University of Charleston Retirement Plan reported $51M in total assets and 271 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,638 in Educational Services (3,638 peers)

Where University of Charleston Retirement Plan sits by assets

University of Charleston Retirement Plan sits in the top quartile of all filed plans by assets, $51M for 271 participants (~$187,561/participant), up 11.7% in 2024.

#2,638
in Educational Services (3,638 peers)
+11.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

University of Charleston Retirement Plan's outsized position by total assets

University of Charleston Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$50,829,037 Top 16% higher than 84% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

University of Charleston 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. University of Charleston Retirement Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Charleston Retirement Plan end-of-year assets rose from $45M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • University of Charleston Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • University of Charleston Retirement Plan reported participants fell from 274 in the plan year 2023 filing to 271 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 550357039 · The University of Charleston Inc. PY 2024 · Other

University of Charleston Retirement Plan · $51M · 271 · 84th

  • VS-ST $51M
  • VS-ST 271
  • VS-ST 84th
  • VS-ST Other
  • VS-ST near Keck Graduate Institute of Applied Life Sciences Academic Retirement Plan
  • VS-ST ind #2638

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 Educational Services retirement plans → · Plans in West Virginia →

University of Charleston Retirement Plan in the asset neighbourhood

Keck Graduate Institute of Applied Life Sciences Academic Retirement PlanKeck Graduate Institute of A…$51MUniversity of Charleston Retirement PlanUniversity of Charleston Ret…$51MUtimco 403(b) Tax Sheltered Annuity PlanUtimco 403(b) Tax Sheltered …$51MGolden Valley Health Centers 403(b) PlanGolden Valley Health Centers…$51MRussell Sage Foundation DC Retirement PlanRussell Sage Foundation DC R…$51M
End-of-year total assets ($M) among University of Charleston Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$51M
Net Income$5M
Employer EIN550357039
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Charleston Inc.)

Sponsor-wide plan assets over time

All The University of Charleston Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 28.134135764508038% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.7M $50.8M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 292 $40M
2023 1 274 $45M
2024 1 271 $51M

Nearby Other Plans in West Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

University of Charleston Retirement Plan vs. nearby Other plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants University of Charleston Retirement Plan, Total assets ($B): 0.050829037 · Participants: 271University of Charleston Retirement PlanWest Virginia University Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.752828927 · Participants: 30364West Virginia University Health System 403(b) Retirement Savings PlanMaryland Electrical Industry Severance & Annuity Fund, Total assets ($B): 0.329449039 · Participants: 2686Maryland Electrical Industry Severance & Annuity FundWest Virginia University Medical Corporation 403(b) Plan, Total assets ($B): 0.327707146 · Participants: 1947West Virginia University Medical Corporation 403(b) PlanVandalia Health System 403(b) Plan, Total assets ($B): 0.230408516 · Participants: 0Vandalia Health System 403(b) PlanLocal Union 317 Electrical Pension Plan, Total assets ($B): 0.178946976 · Participants: 763Local Union 317 Electrical Pension Plan
University of Charleston Retirement Plan vs. nearby Other plans in West Virginia, assets vs. participants
Compare University of Charleston Retirement Plan side-by-side with 3 peers →

University of Charleston Retirement Plan's out-of-state Other peers by assets and headcount

Outside West Virginia, the nearest Other by assets is Keck Graduate Institute of Applied Life Sciences Academic Retirement Plan in CA ($51M); by covered participants it is Philadelphia Fight 403(b) Defined Contribution Plan in PA (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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.

Frequently Asked Questions

How did University of Charleston Retirement Plan assets move in 2024? ▼
University of Charleston Retirement Plan grew at a solid clip - up 11.7% during 2024, from $45M to $51M. Reported net income was $5M.
How have The University of Charleston Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Charleston Inc.'s sponsor-wide assets grew 28.1%, from $40M to $51M.
Where does University of Charleston Retirement Plan rank by assets among Form 5500 filers? ▼
University of Charleston Retirement Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University of Charleston Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Keck Graduate Institute of Applied Life Sciences Academic Retirement Plan in CA ($51M, 235 participants).
Which Other plans cover a similar participant headcount to University of Charleston Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Philadelphia Fight 403(b) Defined Contribution Plan in PA (271 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 550357039.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.