Defined Benefit (Pension) · DOL Form 5500 · 2024
Monongalia Health System, Inc. Pension Plan
Data updated 2026-08-25
- $167M
- Total assets Near avg plan size
- 199
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $840,855
- Avg per participant High balance/head
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.
- #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.
- #15,945
- in Healthcare & Social Assistance (16,916 peers)
- -4.9%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
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.
Monongalia Health System, Inc. Retirement Plan's outsized position 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
Monongalia Health System, Inc. 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. Monongalia Health System, Inc. Retirement Plan sits mid-pack in the medium band (199 participants).
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.
Form 5500 schedule snapshot
Filing strip 550621551 · Monongalia Health System, Inc. PY 2024 · Defined Benefit (Pension)
Monongalia Health System, Inc. Retirement Plan · $167M · 199 · 93rd
- EIN $167M
- RANK 199
- PHOTO 93rd
- IND Defined Benefit (Pension)
- EOY near Edgewell Personal Care Company Defined Benefit Plan
- 5500 ind #15945
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 →
Monongalia Health System, Inc. Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Monongalia Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 46.959794264654825% vs 2022
- 2024 filing year
| 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.
- 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
Monongalia Health System, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Edgewell Personal Care Company Defined Benefit Plan in CT ($167M); by covered participants it is Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund in OH (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($167M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (199 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.