Other · DOL Form 5500 · 2022

Palmer Trinity Private School, Inc. Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
200
Participants Below avg headcount
81st
Percentile by assets National rank
$126,587
Avg per participant Near avg balance/head
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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.

  • #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.

#2,628
in Educational Services (4,024 peers)
-10.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Palmer Trinity School 403(b) DC Plan's outsized position 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 $2,050,000,000 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

Palmer Trinity School 403(b) DC Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palmer Trinity School 403(b) DC Plan sits mid-pack in the medium band (200 participants).

EBSA filing schedule strip

Filing strip 237098500 · Palmer Trinity Private School, Inc. PY 2022 · Other

Palmer Trinity School 403(b) DC Plan · $25M · 200 · 81st

  • NET $25M
  • BOOK 200
  • VS-ST 81st
  • BOY Other
  • SCH near The Americas 403(b) Mep as Adopted by the Joseph P. Addabbo Family Health Center, Inc.
  • EBSA ind #2628

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Florida →

Palmer Trinity School 403(b) DC Plan in the asset neighbourhood

Archbishop Molloy High School 403(b) PlanArchbishop Molloy High Schoo…$25MThe Americas 403(b) Mep as Adopted by the Joseph P. Addabbo Family Health Center, Inc.The Americas 403(b) Mep as A…$25MPalmer Trinity School 403(b) DC PlanPalmer Trinity School 403(b)…$25MLifeworks Nw Defined Contribution Retirement PlanLifeworks Nw Defined Contrib…$25MAnnie Wright Schools DC Retirement PlanAnnie Wright Schools DC Reti…$25M
End-of-year total assets ($M) among Palmer Trinity School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Palmer Trinity Private School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 35.41472934002214% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.3M $34.3M ▲ +35.4%
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 ($B) Participants Palmer Trinity School 403(b) DC Plan, Total assets ($B): 0.025317319 · Participants: 200Palmer Trinity School 403(b) DC PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
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 →

Palmer Trinity School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is The Americas 403(b) Mep as Adopted by the Joseph P. Addabbo Family Health Center, Inc. in NY ($25M); by covered participants it is Hopkins School Defined Contribution Retirement Plan in CT (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Other plans cover a similar participant headcount to Palmer Trinity School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Hopkins School Defined Contribution Retirement Plan in CT (200 participants, $72M in assets).

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.