Wvu Health System 401(k) and retirement plans

Wvu Health System, Morgantown, WV. EIN 55-0754713. Annual reports 2009–2024. Also filed as United Summit Center; United Summit Center, Inc.; West Virginia United Health System, Inc.; West Virginia University Hospitals, Inc.

Wvu Health System has 4 active retirement plans on file. The largest is the West Virginia University Health System 403(b) Retirement Savings Plan, with 39,825 participants and $1.8 billion in assets in 2024. Fidelity has been its recordkeeper since 2019. No traditional pension plan appears in Wvu Health System's filings since 2009.

Active plans: 4
Participants: 50,804
Plan assets: $2.7 billion
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

West Virginia University Health System 403(b) Retirement Savings Plan

403(b)Active

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

Plan number: 001Employer EIN 55-0754713
Participants (2024): 39,825
Net assets (2024): $1.8 billion
Recordkeeper: FidelityEarlier: Empower (2016–2018), Fidelity (2012–2015), Empower (2011), TIAA (2009–2010)
Plan administrator: Wvu Health System
3040 University Ave
Morgantown, WV 26505
(304) 598-4000As filed for 2024
In effect since: January 1, 1985

Plans merged into this one: Camden Clark Medical Center 403(b) Plan (2018); Uniontown Hospital Tax Sheltered Annuity Plan (2022); The Uniontown Hospital Employee Controlled Retirement Account (2022); Thomas Health System 401(k) Plan (2023); Reynolds Memorial Hospital, Inc. 403(b) Plan (2018).

Earlier sponsors: West Virginia University Hospitals, Inc. (2009–2018); West Virginia United Health System, Inc. (2019).

Earlier plan names: West Virginia University Hospitals Retirement Savings Plan; West Virginia Univeristy Hospitals Retirement Savings Plan; Wes Virginia University Hospitals Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	39,825	$1.8 billion	Fidelity
2023	36,944	$1.5 billion	Fidelity
2022	30,516	$960 million	Fidelity
2021	23,972	$1.0 billion	Fidelity
2020	22,129	$861 million	Fidelity
2019	20,107	$705 million	Fidelity
2018	13,659	$549 million	Empower
2017	13,410	$478 million	Empower
2016	13,909	$398 million	Empower
2015	12,118	$355 million	Fidelity
2014	10,261	$340 million	Fidelity
2013	8,616	$313 million	Fidelity
2012	7,709	$257 million	Fidelity
2011	6,763	$215 million	Empower
2010	5,305	$206 million	TIAA
2009	8,156	$176 million	TIAA

West Virginia University Health System 401(k) Plan

401(k)Active

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

Plan number: 002Employer EIN 55-0754713
Participants (2024): 5,415
Net assets (2024): $255 million
Recordkeeper: FidelityEarlier: Bbandt (2010–2015)
Plan administrator: Wvu Health System
3040 University Ave
Morgantown, WV 26505
(304) 598-4000As filed for 2024
In effect since: December 1, 1997

Plans merged into this one: United Hospital Center, Inc. Money Purchase Pension Plan (2018); Reynolds Memorial Hospital Retirement Plan (2018).

Earlier sponsors: United Summit Center (2009–2018); West Virginia United Health System, Inc. (2019).

Earlier plan names: United Summit Center 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,415	$255 million	Fidelity
2023	5,476	$255 million	Fidelity
2022	3,364	$133 million	Fidelity
2021	3,530	$166 million	Fidelity
2020	3,640	$157 million	Fidelity
2019	3,756	$149 million	Fidelity
2018	504	$121 million	Fidelity
2017	595	$3.2 million	Fidelity
2016	654	$3.1 million	Fidelity
2015	842	$3.4 million	Bbandt
2014	828	$3.3 million	Bbandt
2013	807	$3.1 million	Bbandt
2012	730	$2.7 million	Bbandt
2011	697	$2.3 million	Bbandt
2010	612	$2.3 million	Bbandt
2009	536	$1.9 million	not listed

West Virginia University Medical Corporation Retirement Plan

Money purchase pensionActive

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

Plan number: 004Employer EIN 55-0492006
Participants (2024): 2,870
Net assets (2024): $392 million
Recordkeeper: FidelityEarlier: Valic (2017–2018), Variable Annuity Life Insurance Com (2016), Fidelity (2010–2015), TIAA (2009)
Plan administrator: Wvu Health System
3040 University Ave
Morgantown, WV 26505
(304) 598-4000As filed for 2024
In effect since: January 1, 1989

Earlier sponsors: West Virginia University Medical Corporation (2009–2019); West Virginia University Medical Corporation University Health Assoc. (2020–2021); Wvu Medical Corporation (2023).

Earlier plan names: West Virginia University Medical Corporation Retirment Plan; West Virgina University Medical Corporation Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,870	$392 million	Fidelity
2023	2,709	$344 million	Fidelity
2022	2,512	$288 million	Fidelity
2021	2,412	$334 million	Fidelity
2020	2,284	$294 million	Fidelity
2019	2,143	$258 million	Fidelity
2018	2,557	$223 million	Valic
2017	2,411	$236 million	Valic
2016	2,250	$200 million	Variable Annuity Life Insurance Com
2015	2,120	$188 million	Fidelity
2014	2,121	$195 million	Fidelity
2013	1,850	$186 million	Fidelity
2012	2,258	$161 million	Fidelity
2011	2,109	$157 million	Fidelity
2010	1,676	$157 million	Fidelity
2009	1,659	$136 million	TIAA

West Virginia University Medical Corporation 403(b) Plan

403(b)Active

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

Plan number: 003Employer EIN 55-0492006
Participants (2024): 2,694
Net assets (2024): $328 million
Recordkeeper: FidelityEarlier: Valic (2017–2018), Variable Annuity Life Insurance Com (2016), Fidelity (2010–2015), TIAA (2009)
Plan administrator: Wvu Health System
3040 University Ave
Morgantown, WV 26505
(304) 598-4000As filed for 2024
In effect since: January 1, 1985

Earlier sponsors: West Virginia University Medical Corporation (2009–2019); West Virginia Medical Corporation (2013); West Virginia University Medical Corporation University Health Assoc. (2020–2021); Wvu Medical Corporation (2023).

Earlier plan names: West Virginia University Medical Corporation.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,694	$328 million	Fidelity
2023	2,496	$282 million	Fidelity
2022	2,279	$229 million	Fidelity
2021	2,146	$257 million	Fidelity
2020	2,011	$219 million	Fidelity
2019	1,843	$187 million	Fidelity
2018	1,906	$162 million	Valic
2017	1,592	$171 million	Valic
2016	1,542	$145 million	Variable Annuity Life Insurance Com
2015	1,959	$137 million	Fidelity
2014	1,499	$143 million	Fidelity
2013	1,090	$138 million	Fidelity
2012	1,295	$124 million	Fidelity
2011	1,160	$120 million	Fidelity
2010	1,997	$125 million	Fidelity
2009	1,970	$114 million	TIAA

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the West Virginia University Health System 403(b) Retirement Savings 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 ((304) 598-4000). That number was filed for 2024; ask for the benefits or retirement plan office.
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.

All 4 plans

West Virginia University Health System 403(b) Retirement Savings Plan

West Virginia University Health System 401(k) Plan

West Virginia University Medical Corporation Retirement Plan

West Virginia University Medical Corporation 403(b) Plan

If you had money in one of these plans

What these numbers are

Other health care employers in WV