WV Form 5500 retirement and benefit plan filings
State Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, WV has 631 loaded benefit plan(s) reported by 438 plan sponsor(s), with $16,285,718,965 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 631
- Plan sponsors
- 438
- Latest filing year
- 2023
What stands out in WV
- 631 loaded plans hold $16.3B in reported assets across 438 sponsors.
- The largest, West Virginia University Health System 403(B) Retirement Savings Plan, holds 9% of reported WV plan assets.
- Plans cover 419,605 participants — about 665 per plan.
- 70% of loaded plans report full Schedule H/I financial statements.
- 48% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for WV plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Cities by loaded plan count
- Charleston, WV — 75 plan(s)
- Huntington, WV — 67 plan(s)
- Morgantown, WV — 53 plan(s)
- Wheeling, WV — 39 plan(s)
- Ona, WV — 34 plan(s)
- Parkersburg, WV — 21 plan(s)
- Bridgeport, WV — 17 plan(s)
- Elkins, WV — 14 plan(s)
- South Charleston, WV — 13 plan(s)
- Martinsburg, WV — 12 plan(s)
- Beckley, WV — 12 plan(s)
- Fairmont, WV — 11 plan(s)
- Princeton, WV — 11 plan(s)
- Weirton, WV — 10 plan(s)
- Bluefield, WV — 9 plan(s)
WV market comparison
Largest loaded WV plans
Bars show each plan's reported end-of-year assets relative to the largest.
- 1Wvu Health System · Morgantown · 2023
- 2Orrick, Herrington & Sutcliffe Llp · Wheeling · 2023
- 3
- 4West Virginia Laborers Pension Trust Fund · Charleston · 2023
- 5
- 6Board Of Trustees Of The Umwa 1985 Construction Workers · Wheeling · 2023
- 7Employer - Teamsters Local Nos 175&505 Pension Trust Fund · South Charleston · 2023
- 8Wvu Medical Corporation · Morgantown · 2023
- 9Md Electrical Industry S&A Fund · Ona · 2023
- 10Wvu Medical Corporation · Morgantown · 2023
- 11
- 12American Public Education Inc. · Charles Town · 2023
- 13
- 14Constellium Rolled Products Master Retirement Trust · Ravenswood · 2023
- 15
Largest WV plans → · WV plans by participants → · WV plans with financial data → · WV plans with provider compensation → · $1B+ WV plans →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for WV?
- 631 plan(s) reported by 438 sponsor(s) are loaded for WV.
Related Form 5500 pages
- Charleston, WV Form 5500 filings
- Huntington, WV Form 5500 filings
- Morgantown, WV Form 5500 filings
- Wheeling, WV Form 5500 filings
- Ona, WV Form 5500 filings
- Parkersburg, WV Form 5500 filings
- Bridgeport, WV Form 5500 filings
- Elkins, WV Form 5500 filings
- South Charleston, WV Form 5500 filings
- Martinsburg, WV Form 5500 filings
- Beckley, WV Form 5500 filings
- Fairmont, WV Form 5500 filings
- Princeton, WV Form 5500 filings
- Weirton, WV Form 5500 filings
- Bluefield, WV Form 5500 filings
- West Virginia University Health System 403(B) Retirement Savings Plan (plan 001)
- Orrick, Herrington & Sutcliffe Llp Retirement Plan (plan 004)
- Camc Health System Basic Retirement Plan (plan 005)
- West Virginia Laborers Pension Trust Fund (plan 001)
- I.U.O.E. Local 132 Pension Fund (plan 001)
- United Mine Workers Of America 1985 Construction Workers Pension Plan (plan 001)
- Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund (plan 001)
- West Virginia University Medical Corporation Retirement Plan (plan 004)
- Maryland Electrical Industry Severance & Annuity F (plan 001)
- West Virginia University Medical Corporation 403(B) Plan (plan 003)
- Methodology
- Data sources