Other · DOL Form 5500 · 2022
Trinity Youth Services Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 247
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $12,031
- Avg per participant Low balance/head
Official DOL plan name: Trinity Youth Services 403(b) Plan · Sponsored by Trinity Youth Services · California · Educational Services
$3M in assets, 247 participants
Trinity Youth Services's Trinity Youth Services 403(b) Plan reported $3M in total assets and 247 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #1,113 in Educational Services (4,024 peers)
Coverage in California
Trinity Youth Services 403(b) Plan covers 247 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $3M.
- #1,113
- in Educational Services (4,024 peers)
- -19.2%
- assets change YoY
The plan reported a net loss of $708K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trinity Youth Services 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Trinity Youth Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,971,727 40th percentile higher than 40% 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 Youth Services 403(b) 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. Trinity Youth Services 403(b) Plan sits mid-pack in the medium band (247 participants).
Published 5500 schedule card
Filing strip 952480624 · Trinity Youth Services PY 2022 · Other
Trinity Youth Services 403(b) Plan · $3M · 247 · 40th
- EIN $3M
- RANK 247
- PHOTO 40th
- IND Other
- EOY near John Harbut Serp
- 5500 ind #1113
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 California →
Trinity Youth Services 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$708K |
| Employer EIN | 952480624 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Trinity Youth Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is John Harbut Serp in CT ($3M); by covered participants it is Autism Services Inc 403 B Plan in NY (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.
- Autism Services Inc 403 B Plan (NY) 247 · 0 off
- Lifequest, Inc. 403(b) Retirement Plan (PA) 247 · 0 off
- Naval Academy Athletic Association Retirement Plan (MD) 247 · 0 off
- Metro Housing Boston 403(b) Plan (MA) 247 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.