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
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
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
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $345M |
|---|---|
| Net Assets (End of Year) | $305M |
| Net Income | -$40M |
| Employer EIN | 741109633 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING 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
| 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.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
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).
- Butler University Retirement Plan (IN) $306M · 985
- University Health System, Inc. 403(b) Plan (TN) $306M · 4,918
- Monmouth University Defined Contribution Retirement Plan (NJ) $307M · 881
- Atlanticare 403(b) Retirement Plan (NJ) $308M · 5,798
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.