Other · DOL Form 5500 · 2022
Trinity Episcopal School for Ministry Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $170,679
- Avg per participant Above avg balance/head
Official DOL plan name: Trinity School for Ministry Retirement Plan 3 · Sponsored by Trinity Episcopal School for Ministry · Pennsylvania · Educational Services
$6M in assets, 37 participants
Trinity Episcopal School for Ministry's Trinity School for Ministry Retirement Plan 3 reported $6M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #1,579 in Educational Services (4,024 peers)
2022 asset change
Trinity School for Ministry Retirement Plan 3 declined sharply 20.3% in 2022 ($8M → $6M) for 37 participants.
- #1,579
- in Educational Services (4,024 peers)
- -20.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trinity School for Ministry Retirement Plan 3's mid-pack asset rank among Educational Services and all filers
Trinity School for Ministry Retirement Plan 3 vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,315,136 Top 45% higher than 55% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Trinity School for Ministry Retirement Plan 3 among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trinity School for Ministry Retirement Plan 3 is a small filing (37 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 251271008 · Trinity Episcopal School for Ministry PY 2022 · Other
Trinity School for Ministry Retirement Plan 3 · $6M · 37 · 55th
- NET $6M
- BOOK 37
- VS-ST 55th
- BOY Other
- SCH near Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan
- EBSA ind #1579
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 Pennsylvania →
Trinity School for Ministry Retirement Plan 3 in the asset neighbourhood
Trinity Episcopal School for Ministry years around the 2022 move
Sponsor-wide plan assets over time
All Trinity Episcopal School for Ministry plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 4.224564601617447% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 37 | $6M |
| 2023 | 1 | 39 | $6M |
| 2024 | 1 | 38 | $7M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$2M |
| Employer EIN | 251271008 |
| Plan Effective Date | 2021-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Trinity School for Ministry Retirement Plan 3's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA ($6M); by covered participants it is Northeast Youth & Family Services 401(k) Plan in MN (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan (VA) $6M · 155
- Tax Deferred Annuity Plan of Near North Health Service Corporation (IL) $6M · 100
- Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. (OK) $6M · 220
- Outer Cape Health Services, Inc. 403(b) Plan (MA) $6M · 185
Similar participant headcount
Nearest other-state filings by covered participants (37 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.