Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $9.9M assets / 146 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Traditional DB
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | MONONGAHELA VALLEY ASSOCIATION 403(B) PLAN | 403(b) | $7.8M | 117 | 2025 |
| #003 | MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING | Traditional DB | $2.0M | 29 | 2025 |