Money Purchase · DOL Form 5500 · 2024
West Virginia University Medical Corp. Charleston Division Retirement Money Purchase Plan
Data updated 2026-08-11
- $65M
- Total assets
- 157
- Participants
- 87th
- Percentile by assets
- $415,554
- Avg per participant
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.
- 87th percentile by assets (of 123,622 plans)
- #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.
- $65M
- total plan assets (2024 EOY)
- 157
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $415,554
- avg assets per participant
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.
Participants vs West Virginia filers
In West Virginia, the average filing covers about 467 participants across 380 plans. West Virginia University Medical Corp. Charleston Division Retirement Plan reports 157 participants - about 34% of that state average ($65M EOY assets).
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)
| 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 Corp. Charleston Division Retirement Plan vs. nearby Money Purchase plans in West Virginia, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to West Virginia University Medical Corp. Charleston Division Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on West Virginia University Medical Corp. Charleston Division Retirement Plan's numbers.
- By total assets, West Virginia University Medical Corp. Charleston Division Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in West Virginia. Compare plans
- West Virginia University Medical Corp. Charleston Division Retirement's sponsor-wide assets have grown 33.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans