Morgantown, WV Form 5500 retirement and benefit plan filings
City 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, Morgantown, WV has 53 loaded benefit plan(s) reported by 31 plan sponsor(s), with $3,085,358,940 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 53
- Plan sponsors
- 31
- Total reported assets (EOY)
- $3,085,358,940
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| West Virginia University Health System 403(B) Retirement Savings Plan | Wvu Health System | $1,467,425,337 | 2023 |
| West Virginia University Medical Corporation Retirement Plan | Wvu Medical Corporation | $343,725,206 | 2023 |
| West Virginia University Medical Corporation 403(B) Plan | Wvu Medical Corporation | $281,583,387 | 2023 |
| West Virginia University Health System 401(K) Plan | Wvu Health System | $255,241,932 | 2023 |
| Hope Gas Pension Plan | Hope Gas, Inc. | $206,561,800 | 2023 |
| Monongalia Health System, Inc. Retirement Plan | Monongalia Health System, Inc. | $175,978,583 | 2023 |
| Greer Retirement Plan | Greer Industries, Inc. | $57,579,765 | 2023 |
| The Greer 401(K) Plan | Greer Industries, Inc. | $45,896,518 | 2023 |
| Mulberry'S Independent Home Services, Inc. Employee Stock Ownership Plan | Mulberry'S Independent Home Services, Inc. | $36,780,000 | 2023 |
| West Virginia University Research Corporation 403b Defined Contribution Plan | West Virginia University Research Corporation | $36,742,929 | 2023 |
| West Virginia University Foundation Dc Retirement Plan | West Virginia University Foundation, Inc | $32,141,619 | 2023 |
| Gabriel Brothers, Inc. 401(K) Plan | Gabriel Brothers, Inc. | $29,245,392 | 2023 |
| Swanson Industries, Inc. Profit Sharing 401(K) Plan | Swanson Industries, Inc. | $20,185,041 | 2023 |
| March-Westin Company, Inc. Employee Stock Ownership Plan | March-Westin Company, Inc. | $15,810,927 | 2023 |
| Kls Government Services, LLC 401(K) Profit Sharing Plan | Kls Government Services, LLC | $13,131,734 | 2023 |
| Clg Holding, Inc Employee Stock Ownership Plan | Clg Holding, Inc. | $10,010,063 | 2023 |
| Allied Health Solutions, LLC 401(K) Retirement Savings Plan | Allied Health Solutions, LLC | $9,277,347 | 2023 |
| Swanson Industries, Inc. Pension Plan | Swanson Industries, Inc. | $8,453,411 | 2023 |
| Glenmark Holding LLC 401(K) Profit Sharing Plan | Glenmark Holding LLC | $7,145,114 | 2023 |
| Nextgen 401(K) Plan | Nextgen Federal System, LLC | $5,861,109 | 2023 |
| Bruceton Farm Service, Inc. 401(K) Plan | Bruceton Farm Service, Inc. | $5,379,791 | 2023 |
| Anderson Excavating 401(K) Plan | Anderson Excavating, LLC | $5,330,768 | 2023 |
| Action Facilities Management Retirement Savings Plan | Action Facilities Management | $5,320,163 | 2023 |
| Wvu Dental Corp 403(B) Plan | Wvu Dental Corporation | $4,437,808 | 2023 |
| Fcx Systems, Inc. 401(K) Profit Sharing Plan | Fcx Systems, Inc. | $2,587,529 | 2023 |
Largest plans in Morgantown → · Morgantown plans with financial data → · $1B+ plans in Morgantown → · Providers by reported compensation →
Related Form 5500 pages
- All WV Form 5500 filings
- West Virginia University Health System 403(B) Retirement Savings Plan (plan 001)
- Wvu Health System — all reported plans
- West Virginia University Medical Corporation Retirement Plan (plan 004)
- Wvu Medical Corporation — all reported plans
- West Virginia University Medical Corporation 403(B) Plan (plan 003)
- West Virginia University Health System 401(K) Plan (plan 002)
- Hope Gas Pension Plan (plan 002)
- Hope Gas, Inc. — all reported plans
- Monongalia Health System, Inc. Retirement Plan (plan 001)
- Monongalia Health System, Inc. — all reported plans
- Greer Retirement Plan (plan 005)
- Greer Industries, Inc. — all reported plans
- The Greer 401(K) Plan (plan 007)
- Mulberry'S Independent Home Services, Inc. Employee Stock Ownership Plan (plan 002)
- Mulberry'S Independent Home Services, Inc. — all reported plans
- West Virginia University Research Corporation 403b Defined Contribution Plan (plan 001)
- West Virginia University Research Corporation — all reported plans
- West Virginia University Foundation Dc Retirement Plan (plan 001)
- West Virginia University Foundation, Inc — all reported plans
- Gabriel Brothers, Inc. 401(K) Plan (plan 002)
- Gabriel Brothers, Inc. — all reported plans
- Swanson Industries, Inc. Profit Sharing 401(K) Plan (plan 002)
- Swanson Industries, Inc. — all reported plans
- March-Westin Company, Inc. Employee Stock Ownership Plan (plan 003)
- March-Westin Company, Inc. — all reported plans
- Kls Government Services, LLC 401(K) Profit Sharing Plan (plan 001)
- Kls Government Services, LLC — all reported plans
- Methodology
- Data sources