Valley Medical Facilities pension plans

Valley Medical Facilities, Inc., Moon Township, PA. EIN 25-1801532. Annual reports 2009–2024. Also filed as Ohio Valley General Hospital; Ohio Valley Hospital; Heritage Valley Health System, Inc. Valley Medical Facilities, Inc.; Valley Medical Facilities, Inc.

Valley Medical Facilities, Inc. has one active retirement plan on file, the Heritage Valley Health System 403(b) Plan, with 3,938 participants and $372 million in assets in 2024. Ascensus has been its recordkeeper since 2009.

Active plans: 1
Participants: 3,938
Plan assets: $372 million
401(k) recordkeeper: Ascensus
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Heritage Valley Health System 403(b) Plan

403(b)Active

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

Plan number: 005Employer EIN 25-1801532
Participants (2024): 3,938
Net assets (2024): $372 million
Recordkeeper: Ascensus2009–2024
Plan administrator: Valley Medical Facilities, Inc.
420 Rouser Road, Suite 102
Moon Township, PA 15108
(412) 749-7789As filed for 2024
In effect since: January 1, 1999

Earlier plan names: Heritage Valley Health System 403(b).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,938	$372 million	Ascensus
2023	4,333	$357 million	Ascensus
2022	4,203	$327 million	Ascensus
2021	3,981	$389 million	Ascensus
2020	3,544	$353 million	Ascensus
2019	3,546	$328 million	Ascensus
2018	3,545	$268 million	Ascensus
2017	3,464	$287 million	Ascensus
2016	3,581	$253 million	Ascensus
2015	3,521	$231 million	Ascensus
2014	3,863	$228 million	Ascensus
2013	3,869	$217 million	Ascensus
2012	4,036	$177 million	Ascensus
2011	3,996	$147 million	Ascensus
2010	4,071	$141 million	Ascensus
2009	3,961	$115 million	Ascensus

Retirement Plan for Employees of Ohio Valley General Hospital

Pension (defined benefit), frozenClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2024, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 25-1801532
Participants (2022): 564
Net assets (2022): $34.6 million
Plan administrator: Valley Medical Facilities, Inc.
1000 Dutch Ridge Road
Beaver, PA 15009
(412) 749-7789As filed for 2024
In effect since: January 1, 1971

Earlier sponsors: Ohio Valley General Hospital (2009–2018); Ohio Valley Hospital (2014–2017).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	not listed
2023	0	$125,986	not listed
2022	564	$34.6 million	not listed
2021	582	$44.8 million	not listed
2020	596	$42.9 million	not listed
2019	612	$40.7 million	not listed
2018	632	$37.3 million	not listed
2017	652	$43.3 million	not listed
2016	669	$40.7 million	not listed
2015	750	$41.9 million	not listed
2014	893	$49.1 million	not listed
2013	923	$44.7 million	not listed
2012	908	$37.0 million	not listed
2011	882	$31.0 million	not listed
2010	870	$30.7 million	not listed
2009	877	$26.3 million	not listed

Valley Medical Facilities Retirement Income Plan

Pension (defined benefit), frozenClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2021, which means its assets were paid out or moved and it no longer exists.

Plan number: 004Employer EIN 25-1801532
Participants (2019): 1,457
Net assets (2019): $120 million
Plan administrator: Valley Medical Facilities, Inc.
1000 Dutch Ridge Road
Beaver, PA 15009
(412) 749-7789As filed for 2021
In effect since: January 1, 1999

Earlier sponsor: Heritage Valley Health System, Inc. Valley Medical Facilities, Inc. (2009).

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	not listed
2020	0	$44,098	not listed
2019	1,457	$120 million	not listed
2018	3,671	$230 million	not listed
2017	3,718	$247 million	not listed
2016	3,816	$212 million	not listed
2015	4,656	$217 million	not listed
2014	4,738	$223 million	not listed
2013	4,782	$211 million	not listed
2012	4,813	$185 million	not listed
2011	4,855	$167 million	not listed
2010	4,921	$164 million	not listed
2009	5,004	$140 million	not listed

If you had money in one of these plans

Call Ascensus (ascensus.com), which runs the Heritage Valley Health System 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((412) 749-7789). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each 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.