Other · DOL Form 5500 · 2022

Palmer Trinity Private School, Inc. Retirement Plan

Data updated 2026-08-11

$25M
Total assets
200
Participants
81st
Percentile by assets
$126,587
Avg per participant
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Official DOL plan name: Palmer Trinity School 403(b) DC Plan · Sponsored by Palmer Trinity Private School, Inc. · Florida · Educational Services

$25M in assets, 200 participants

Palmer Trinity Private School, Inc.'s Palmer Trinity School 403(b) DC Plan reported $25M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 81st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 81st percentile by assets (of 139,126 plans)
  • #2,628 in Educational Services (4,024 peers)

Coverage in Florida

Palmer Trinity School 403(b) DC Plan covers 200 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $25M.

$25M
total plan assets (2022 EOY)
200
covered participants
81st
percentile by assets (of 139,126 plans)
$126,587
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Palmer Trinity School 403(b) DC Plan sits by total assets

Palmer Trinity School 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,317,319 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Florida
Industry
Educational Services

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Palmer Trinity School 403(b) DC Plan reports 200 participants - about 32% of that state average ($25M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN237098500
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer Trinity Private School, Inc.)

$20M$25M$30M$35M$40M 202220232024 $25.3M $34.3M ▲ +35.4%
Total plan assets by year, all Palmer Trinity Private School, Inc. plans on file
Year Plans Participants Total Assets
2022 1 200 $25M
2023 1 212 $30M
2024 1 198 $34M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Palmer Trinity School 403(b) DC Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Palmer Trinity Schoo…, Total assets ($B): 0.025317319 · Participants: 200Palmer Trinity Schoo…Baptist Health South…, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South…University of Miami …, Total assets ($B): 1.361290787 · Participants: 12294University of Miami …Orlando Health Retir…, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retir…Defined Contribution…, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution…The Nemours Foundati…, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundati…
Palmer Trinity School 403(b) DC Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Palmer Trinity School 403(b) DC Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Palmer Trinity School 403(b) DC Plan by total assets, not by location.

Frequently Asked Questions

How did Palmer Trinity School 403(b) DC Plan assets move in 2022? ▼
Palmer Trinity School 403(b) DC Plan pulled back noticeably - down 10.9% during 2022, from $28M to $25M. Reported net income was -$3M.
How have Palmer Trinity Private School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer Trinity Private School, Inc.'s sponsor-wide assets grew 35.4%, from $25M to $34M.
Where does Palmer Trinity School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Palmer Trinity School 403(b) DC Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Palmer Trinity School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is The Americas 403(b) Mep as Adopted by the Joseph P. Addabbo Family Health Center, Inc. in NY ($25M, 292 participants).

Next read for Palmer Trinity School 403(b) DC Plan

Filing takeaways

Ways to act on Palmer Trinity School 403(b) DC Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237098500.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.