Other · DOL Form 5500 · 2022

Trinity Valley School Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
171
Participants Small participant base
84th
Percentile by assets National rank
$196,170
Avg per participant Above avg balance/head
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Official DOL plan name: Trinity Valley School Tax Sheltered Group Annuity · Sponsored by Trinity Valley School · Texas · Educational Services

$34M in assets, 171 participants

Trinity Valley School's Trinity Valley School Tax Sheltered Group Annuity reported $34M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,841 in Educational Services (4,024 peers)

Coverage in Texas

Trinity Valley School Tax Sheltered Group Annuity covers 171 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $34M.

#2,841
in Educational Services (4,024 peers)
-14.3%
assets change YoY
0.3×
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 Valley School Tax Sheltered Group Annuity's outsized position by total assets

Trinity Valley School Tax Sheltered Group Annuity vs every filed plan by assets

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

$33,545,013 Top 16% higher than 84% 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 Valley School Tax Sheltered Group Annuity 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 Valley School Tax Sheltered Group Annuity sits mid-pack in the medium band (171 participants).

EBSA filing schedule strip

Filing strip 751099126 · Trinity Valley School PY 2022 · Other

Trinity Valley School Tax Sheltered Group Annuity · $34M · 171 · 84th

  • TYPE $34M
  • TYPE 171
  • TYPE 84th
  • TYPE Other
  • TYPE near Wildwood Programs, Inc. Tax Deferred Annuity Program
  • TYPE ind #2841

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 Valley School Tax Sheltered Group Annuity in the asset neighbourhood

Tiaa-Cref Retirement Plan for Staff and Faculty of Webb SchoolTiaa-Cref Retirement Plan fo…$34MTrinity Valley School Tax Sheltered Group AnnuityTrinity Valley School Tax Sh…$34MWildwood Programs, Inc. Tax Deferred Annuity ProgramWildwood Programs, Inc. Tax …$34MMonell Chemical Senses Center 403(b) Defined Contribution PlanMonell Chemical Senses Cente…$34MSeneca Family of Agencies 403(b) Retirement PlanSeneca Family of Agencies 40…$34M
End-of-year total assets ($M) among Trinity Valley School Tax Sheltered Group Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$34M
Net Income-$6M
Employer EIN751099126
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Valley School)

Sponsor-wide plan assets over time

All Trinity Valley School plans reported in each filing year

Latest sponsor-wide plan assets
$42M 24.018756528727533% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.6M $41.6M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 171 $34M
2023 1 192 $38M
2024 1 202 $42M

Nearby Other Plans in Texas

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

Trinity Valley School Tax Sheltered Group Annuity vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Trinity Valley School Tax Sheltered Group Annuity, Total assets ($B): 0.033545013 · Participants: 171Trinity Valley School Tax Sheltered Group AnnuityMemorial 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 Valley School Tax Sheltered Group Annuity vs. nearby Other plans in Texas, assets vs. participants
Compare Trinity Valley School Tax Sheltered Group Annuity side-by-side with 3 peers →

Trinity Valley School Tax Sheltered Group Annuity's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Wildwood Programs, Inc. Tax Deferred Annuity Program in NY ($34M); by covered participants it is The Stony Brook School Defined Contribution Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Valley School Tax Sheltered Group Annuity assets move in 2022? ▼
Trinity Valley School Tax Sheltered Group Annuity pulled back noticeably - down 14.3% during 2022, from $39M to $34M. Reported net income was -$6M.
How have Trinity Valley School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Valley School's sponsor-wide assets grew 24.0%, from $34M to $42M.
Where does Trinity Valley School Tax Sheltered Group Annuity rank by assets among Form 5500 filers? ▼
Trinity Valley School Tax Sheltered Group Annuity ranks in the 84th 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 Valley School Tax Sheltered Group Annuity? ▼
Among Other plans in other states, the closest by assets is Wildwood Programs, Inc. Tax Deferred Annuity Program in NY ($34M, 697 participants).
Which Other plans cover a similar participant headcount to Trinity Valley School Tax Sheltered Group Annuity? ▼
Among Other plans in other states, the closest by covered participants is The Stony Brook School Defined Contribution Plan in NY (171 participants, $21M 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 751099126.

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.