Other · DOL Form 5500 · 2022

Trinity University Retirement Plan

Data updated 2026-08-25

$305M
Total assets Above avg plan size
831
Participants Near avg headcount
97th
Percentile by assets National rank
$367,547
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trinity University 403(b) Retirement Plan · Sponsored by Trinity University · Texas · Educational Services

$305M in assets, 831 participants

Trinity University's Trinity University 403(b) Retirement Plan reported $305M in total assets and 831 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,822 in Educational Services (4,024 peers)

Where Trinity University 403(b) Retirement Plan sits by assets

Trinity University 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $305M for 831 participants (~$367,547/participant), down 11.5% in 2022.

#3,822
in Educational Services (4,024 peers)
-11.5%
assets change YoY
3.1×
vs typical plan assets (national mean)

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trinity University 403(b) Retirement Plan's outsized position by total assets

Trinity University 403(b) Retirement Plan vs every filed plan by assets

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

$305,431,951 Top 3% higher than 97% 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

Trinity University 403(b) Retirement 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 University 403(b) Retirement Plan sits mid-pack in the medium band (831 participants).

Form 5500 schedule snapshot

Filing strip 741109633 · Trinity University PY 2022 · Other

Trinity University 403(b) Retirement Plan · $305M · 831 · 97th

  • EBSA $305M
  • PART 831
  • TYPE 97th
  • NET Other
  • BOOK near Butler University Retirement Plan
  • VS-ST ind #3822

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 Texas →

Trinity University 403(b) Retirement Plan in the asset neighbourhood

Atlanticare 403(b) Retirement PlanAtlanticare 403(b) Retiremen…$308MMonmouth University Defined Contribution Retirement PlanMonmouth University Defined …$307MUniversity Health System, Inc. 403(b) PlanUniversity Health System, In…$306MButler University Retirement PlanButler University Retirement…$306MTrinity University 403(b) Retirement PlanTrinity University 403(b) Re…$305M
End-of-year total assets ($M) among Trinity University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$345M
Net Assets (End of Year)$305M
Net Income-$40M
Employer EIN741109633
Plan Effective Date1947-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity University)

Sponsor-wide plan assets over time

All Trinity University plans reported in each filing year

Latest sponsor-wide plan assets
$376M 23.103839584876958% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $305M $376M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 831 $305M
2023 1 837 $340M
2024 1 1,050 $376M

Nearby Other Plans in Texas

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

Trinity University 403(b) Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.522.5 Total assets ($B) Participants Trinity University 403(b) Retirement Plan, Total assets ($B): 0.305431951 · Participants: 831Trinity University 403(b) Retirement PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Trinity University 403(b) Retirement Plan vs. nearby Other plans in Texas, assets vs. participants

Trinity University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Butler University Retirement Plan in IN ($306M); by covered participants it is North Suffolk Community Services 403(b) Plan in MA (831 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($305M here).

Similar participant headcount

Nearest other-state filings by covered participants (831 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 Trinity University 403(b) Retirement Plan assets move in 2022?
Trinity University 403(b) Retirement Plan pulled back noticeably - down 11.5% during 2022, from $345M to $305M. Reported net income was -$40M.
How have Trinity University plan assets changed over time?
Across 3 plan years on file (2022-2024), Trinity University's sponsor-wide assets grew 23.1%, from $305M to $376M.
Where does Trinity University 403(b) Retirement Plan rank by assets among Form 5500 filers?
Trinity University 403(b) Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Trinity University 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Butler University Retirement Plan in IN ($306M, 985 participants).
Which Other plans cover a similar participant headcount to Trinity University 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is North Suffolk Community Services 403(b) Plan in MA (831 participants, $11M in assets).