Money Purchase · DOL Form 5500 · 2024
West Virginia University Medical Corp. Charleston Division Retirement Money Purchase Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 157
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $415,554
- Avg per participant High balance/head
Official DOL plan name: West Virginia University Medical Corp. Charleston Division Retirement Plan · Sponsored by West Virginia University Medical Corp. Charleston Division Retirement · West Virginia · Healthcare & Social Assistance
$65M in assets, 157 participants
West Virginia University Medical Corp. Charleston Division Retirement's West Virginia University Medical Corp. Charleston Division Retirement Plan reported $65M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #15,021 in Healthcare & Social Assistance (16,916 peers)
Coverage in West Virginia
West Virginia University Medical Corp. Charleston Division Retirement Plan covers 157 participants in West Virginia, about 34% of the average West Virginia filer (state average ~467 per filing). Assets: $65M.
- #15,021
- in Healthcare & Social Assistance (16,916 peers)
- +11.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
West Virginia University Medical Corp. Charleston Division Retirement Plan's outsized position by total assets
West Virginia University Medical Corp. Charleston Division Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$65,242,016 Top 13% higher than 87% 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
West Virginia University Medical Corp. Charleston Division 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. West Virginia University Medical Corp. Charleston Division Retirement Plan sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- West Virginia University Medical Corp. Charleston Division Retirement Plan end-of-year assets rose from $58M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- West Virginia University Medical Corp. Charleston Division Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- West Virginia University Medical Corp. Charleston Division Retirement Plan reported participants fell from 167 in the plan year 2023 filing to 157 in the plan year 2024 filing.
DOL schedule card
Filing strip 550779739 · West Virginia University Medical Corp. Charleston Division Retirement PY 2024 · Money Purchase
West Virginia University Medical Corp. Charleston Division Retirement Plan · $65M · 157 · 87th
- SCH $65M
- EBSA 157
- PART 87th
- TYPE Money Purchase
- NET near National Hockey League Officials Pension Plan
- BOOK ind #15021
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 →
West Virginia University Medical Corp. Charleston Division Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $7M |
| Employer EIN | 550779739 |
| Plan Effective Date | 2001-07-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Virginia University Medical Corp. Charleston Division Retirement)
Sponsor-wide plan assets over time
All West Virginia University Medical Corp. Charleston Division Retirement plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 33.39588449997352% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 384 | $75M |
| 2023 | 2 | 282 | $87M |
| 2024 | 2 | 268 | $99M |
Nearby Money Purchase Plans in West Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- West Virginia University Medical Corporation Retirement Plan $392M · 1,946
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan $107M · 2,084
- Plumbers & Pipefitters Local 152 Retirement Annuit $75M · 2,909
- IBEW Local 968 Pension Fund $73M · 355
- Plumbers & Steamfitters Local 565 Pension Plan $35M · 632
West Virginia University Medical Corp. Charleston Division Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside West Virginia, the nearest Money Purchase by assets is National Hockey League Officials Pension Plan in ($65M); by covered participants it is Sullivan & Worcester LLP Retirement Plan in MA (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Sullivan & Worcester LLP Retirement Plan (MA) 157 · 0 off
- Middlesex School Pension Account (MA) 158 · 1 off
- Planned Parenthood Great Rivers Pension Plan (MO) 155 · 2 off
- Chmc Anesthesia Foundation, Inc. Money Purchase Pension Plan (MA) 155 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.