Plan Ledger DOL Form 5500 · updated monthly

West Virginia School of Osteopathic Medicine Clinic, Inc.403(b)

WEST VIRGINIA SCHOOL OF OSTEOPATHIC MEDICAL CLINIC DBA ROBERT C BYRD CLINIC · LEWISBURG, WV · plan year 2024

Employer contribution per participant · 2024
$3,510

West Virginia School of Osteopathic Medicine Clinic, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $8,245,823 across 161 participant accounts, with employer contributions averaging $3,510 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in West Virginia (154th of 265), and 6,347th of 11,911 in health care & social assistance. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,245,823
Participants with balances161
Active participants63
Employer contributions$221,105
Employee contributions$284,328
Employer contribution per active participant$3,510
Average account balance$51,216
Benefits paid to participants$583,074
Plan auditUnmodified (clean) audit opinion
Employer contributions to the West Virginia School of Osteopathic Medicine Clinic, Inc. plan · 2024
Employer contribution per active participant$3,510
Median for plans this size$1,313

West Virginia School of Osteopathic Medicine Clinic, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

All plans at this employer2
WEST VIRGINIA SCHOOL OF OSTEOPATHIC MEDICAL CLINIC DBA ROBERT C BYRD CLINIC403(b)
ROBERT C. BYRD 403(B) DC PLAN403(b)
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Source: U.S. Department of Labor, Form 5500 series, EIN 550559322 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.