Defined Benefit (Pension) · DOL Form 5500 · 2024
Monongalia Health System, Inc. Pension Plan
Data updated 2026-08-11
- $167M
- Total assets
- 199
- Participants
- 93rd
- Percentile by assets
- $840,855
- Avg per participant
Official DOL plan name: Monongalia Health System, Inc. Retirement Plan · Sponsored by Monongalia Health System, Inc. · West Virginia · Healthcare & Social Assistance
$167M in assets, 199 participants
Monongalia Health System, Inc.'s Monongalia Health System, Inc. Retirement Plan reported $167M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #15,945 in Healthcare & Social Assistance (16,916 peers)
Coverage in West Virginia
Monongalia Health System, Inc. Retirement Plan covers 199 participants in West Virginia, about 43% of the average West Virginia filer (state average ~467 per filing). Assets: $167M.
- $167M
- total plan assets (2024 EOY)
- 199
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $840,855
- avg assets per participant
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Monongalia Health System, Inc. Retirement Plan sits by total assets
Monongalia Health System, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$167,330,141 Top 7% higher than 93% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monongalia Health System, Inc. Retirement Plan reported net income fell from $5M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
- Monongalia Health System, Inc. Retirement Plan reported participants fell from 219 in the plan year 2023 filing to 199 in the plan year 2024 filing.
- Monongalia Health System, Inc. Retirement Plan end-of-year assets fell from $176M in the plan year 2023 filing to $167M in the plan year 2024 filing.
Participants vs West Virginia filers
In West Virginia, the average filing covers about 467 participants across 380 plans. Monongalia Health System, Inc. Retirement Plan reports 199 participants - about 43% of that state average ($167M EOY assets).
West Virginia filing particulars
| Total Assets (Beginning of Year) | $176M |
|---|---|
| Net Assets (End of Year) | $167M |
| Net Income | -$9M |
| Employer EIN | 550621551 |
| Plan Effective Date | 1984-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monongalia Health System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 3,200 | $315M |
| 2023 | 3 | 3,310 | $176M |
| 2024 | 1 | 199 | $167M |
Nearby Defined Benefit (Pension) Plans in West Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Monongalia Health System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Monongalia Health System, Inc. Retirement Plan by total assets, not by location.
- Edgewell Personal Care Company Defined Benefit Plan (CT) $167M · 591
- Sunbeam Television Corporation Retirement Plan (FL) $167M · 414
- Dhl Retirement Pension Plan (FL) $168M · 2,135
- Redstone Federal Credit Union Defined Benefit Plan (AL) $168M · 1,097
Frequently Asked Questions
How did Monongalia Health System, Inc. Retirement Plan assets move in 2024? ▼
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Filing takeaways
Ways to act on Monongalia Health System, Inc. Retirement Plan's numbers.
- By total assets, Monongalia Health System, Inc. Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in West Virginia. Compare plans
- Monongalia Health System, Inc.'s sponsor-wide assets have declined 47.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans