Monongalia Health System 401(k) and pension plans

Monongalia Health System, Inc., Morgantown, WV. EIN 55-0621551. Annual reports 2009–2024. Also filed as Monongalia Health System.

Monongalia Health System, Inc. has one active retirement plan on file, the Monongalia Health System, Inc. Retirement Plan, with 1,288 participants and $167 million in assets in 2024.

Active plans: 1
Participants: 1,288
Plan assets: $167 million
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Monongalia Health System, Inc. Retirement Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 55-0621551
Participants (2024): 1,288
Net assets (2024): $167 million
Plan administrator: Monongalia Health System, Inc.
1200 J. D. Anderson Drive
Morgantown, WV 26505
(304) 598-1204As filed for 2024
In effect since: March 1, 1984

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,288	$167 million	not listed
2023	1,288	$176 million	not listed
2022	1,307	$171 million	not listed
2021	1,320	$227 million	not listed
2020	1,341	$232 million	not listed
2019	1,362	$218 million	not listed
2018	1,378	$188 million	not listed
2017	1,403	$211 million	not listed
2016	1,476	$191 million	not listed
2015	1,491	$180 million	not listed
2014	1,600	$196 million	not listed
2013	1,909	$185 million	not listed
2012	1,925	$170 million	not listed
2011	1,937	$152 million	not listed
2010	1,961	$140 million	not listed
2009	1,974	$119 million	not listed

Monongalia Health System 401(k) Savings Plan

401(k)Merged

Merged. In 2023 its assets moved to the Camc Health System Basic Retirement Plan (EIN 55-0526150, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 55-0621551
Participants (2022): 357
Net assets (2022): $8.8 million
Recordkeeper: EmpowerEarlier: Metlife Life Insurance (2016), Metropolitan Life Insurance (2009–2015)
Plan administrator: Monongalia Health System, Inc.
1200 J.D. Anderson Drive
Morgantown, WV 26505
(304) 598-1587As filed for 2023
In effect since: April 1, 1997

Plans merged into this one: Preston Memorial Deferred Compensation Plan (2022).

Earlier plan names: Monogalia Health System 401(k) Savings Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	Empower
2022	357	$8.8 million	Empower
2021	126	$3.1 million	Empower
2020	150	$3.4 million	Empower
2019	145	$3.3 million	Empower
2018	138	$2.6 million	Empower
2017	163	$2.7 million	Empower
2016	177	$2.3 million	Metlife Life Insurance
2015	178	$2.3 million	Metropolitan Life Insurance
2014	158	$2.1 million	Metropolitan Life Insurance
2013	152	$1.9 million	Metropolitan Life Insurance
2012	174	$1.4 million	Metropolitan Life Insurance
2011	185	$1.3 million	Metropolitan Life Insurance
2010	189	$1.3 million	Metropolitan Life Insurance
2009	198	$1.1 million	Metropolitan Life Insurance

Monongalia Health System Retirement and Savings Plan

403(b)Merged

Merged. In 2023 its assets moved to the Camc Health System Retirement Savings Plan (EIN 55-0526150, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 55-0621551
Participants (2022): 3,623
Net assets (2022): $135 million
Recordkeeper: EmpowerEarlier: Metlife Life Insurance (2016), Metropolitan Life Insurance (2009–2015)
Plan administrator: Monongalia Health System, Inc.
1200 J.D. Anderson Drive
Morgantown, WV 26505
(304) 285-2184As filed for 2023
In effect since: September 1, 2007

Plans merged into this one: Preston Memorial Hospital 403(b) Plan (2022); Stonewall Jackson Memorial Hospital Voluntary Contribution Plan (2022).

Earlier plan names: Monongalia Health System Retirement & Savings Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	Empower
2022	3,623	$135 million	Empower
2021	3,356	$133 million	Empower
2020	2,335	$119 million	Empower
2019	2,300	$106 million	Empower
2018	2,235	$83.9 million	Empower
2017	2,519	$84.2 million	Empower
2016	2,368	$64.5 million	Metlife Life Insurance
2015	2,263	$55.4 million	Metropolitan Life Insurance
2014	2,066	$49.4 million	Metropolitan Life Insurance
2013	1,903	$42.9 million	Metropolitan Life Insurance
2012	1,952	$32.1 million	Metropolitan Life Insurance
2011	1,916	$24.8 million	Metropolitan Life Insurance
2010	1,805	$19.8 million	Metropolitan Life Insurance
2009	1,703	$12.0 million	Metropolitan Life Insurance

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((304) 598-1204). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.