Other · DOL Form 5500 · 2022

Trinity Episcopal School Corporation Retirement Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
256
Participants Below avg headcount
89th
Percentile by assets National rank
$211,476
Avg per participant Above avg balance/head
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Official DOL plan name: Trinity Episcopal School Corporation Tax Deferred Annuity Plan · Sponsored by Trinity Episcopal School Corporation · New York · Educational Services

$54M in assets, 256 participants

Trinity Episcopal School Corporation's Trinity Episcopal School Corporation Tax Deferred Annuity Plan reported $54M in total assets and 256 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,181 in Educational Services (4,024 peers)

Coverage in New York

Trinity Episcopal School Corporation Tax Deferred Annuity Plan covers 256 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $54M.

#3,181
in Educational Services (4,024 peers)
-10.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trinity Episcopal School Corporation Tax Deferred Annuity Plan's outsized position by total assets

Trinity Episcopal School Corporation Tax Deferred Annuity Plan vs every filed plan by assets

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

$54,137,864 Top 11% higher than 89% 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 Episcopal School Corporation Tax Deferred Annuity 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 Episcopal School Corporation Tax Deferred Annuity Plan sits mid-pack in the medium band (256 participants).

EBSA filing schedule strip

Filing strip 135563003 · Trinity Episcopal School Corporation PY 2022 · Other

Trinity Episcopal School Corporation Tax Deferred Annuity Plan · $54M · 256 · 89th

  • EOY $54M
  • EOY 256
  • EOY 89th
  • EOY Other
  • EOY near Palmer College of Chiropractic 403(b) Plan
  • EOY ind #3181

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 New York →

Trinity Episcopal School Corporation Tax Deferred Annuity Plan in the asset neighbourhood

Mountain Area Health Education Center, Inc. Retirement PlanMountain Area Health Educati…$54MTrinity Episcopal School Corporation Tax Deferred Annuity PlanTrinity Episcopal School Cor…$54MPalmer College of Chiropractic 403(b) PlanPalmer College of Chiropract…$54MNeumann University Defined Contribution Retirement PlanNeumann University Defined C…$54MPark Tudor Defined Contribution Retirement PlanPark Tudor Defined Contribut…$54M
End-of-year total assets ($M) among Trinity Episcopal School Corporation Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$54M
Net Income-$6M
Employer EIN135563003
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Episcopal School Corporation)

Sponsor-wide plan assets over time

All Trinity Episcopal School Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$163M 22.7798222846377% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $133M $163M ▲ +22.8%
Year Plans Participants Total Assets
2022 3 535 $133M
2023 3 523 $152M
2024 3 523 $163M

Nearby Other Plans in New York

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

Trinity Episcopal School Corporation Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Trinity Episcopal School Corporation Tax Deferred Annuity Plan, Total assets ($B): 0.054137864 · Participants: 256Trinity Episcopal School Corporation Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Trinity Episcopal School Corporation Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Trinity Episcopal School Corporation Tax Deferred Annuity Plan side-by-side with 3 peers →

Trinity Episcopal School Corporation Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Palmer College of Chiropractic 403(b) Plan in IA ($54M); by covered participants it is San Diego Family Care 403(b) Retirement Plan in CA (256 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (256 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 Episcopal School Corporation Tax Deferred Annuity Plan assets move in 2022? ▼
Trinity Episcopal School Corporation Tax Deferred Annuity Plan pulled back noticeably - down 10.2% during 2022, from $60M to $54M. Reported net income was -$6M.
How have Trinity Episcopal School Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Episcopal School Corporation's sponsor-wide assets grew 22.8%, from $133M to $163M.
Where does Trinity Episcopal School Corporation Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Trinity Episcopal School Corporation Tax Deferred Annuity Plan ranks in the 89th 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 Trinity Episcopal School Corporation Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Palmer College of Chiropractic 403(b) Plan in IA ($54M, 431 participants).
Which Other plans cover a similar participant headcount to Trinity Episcopal School Corporation Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is San Diego Family Care 403(b) Retirement Plan in CA (256 participants, $15M 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 135563003.

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.