Other · DOL Form 5500 · 2022

Trinity Valley School Retirement Plan

Data updated 2026-08-11

$34M
Total assets
171
Participants
84th
Percentile by assets
$196,170
Avg per participant
PlainRetire home → About this data

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.

  • 84th percentile by assets (of 139,126 plans)
  • #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.

$34M
total plan assets (2022 EOY)
171
covered participants
84th
percentile by assets (of 139,126 plans)
$196,170
avg assets per participant

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.

Where Trinity Valley School Tax Sheltered Group Annuity sits 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 $2,010,000,000 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

State
Texas
Industry
Educational Services

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Trinity Valley School Tax Sheltered Group Annuity reports 171 participants - about 25% of that state average ($34M EOY assets).

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)

$30M$35M$40M$45M 202220232024 $33.6M $41.6M ▲ +24.0%
Total plan assets by year, all Trinity Valley School plans on file
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 ($B) Participants Trinity Valley Schoo…, Total assets ($B): 0.033545013 · Participants: 171Trinity Valley Schoo…Memorial Hermann Hea…, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Hea…The Tax Sheltered An…, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered An…Baylor College of Me…, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Me…The Tax Sheltered An…, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered An…Southwest Research I…, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research I…
Trinity Valley School Tax Sheltered Group Annuity vs. nearby Other plans in Texas, assets vs. participants
Compare Trinity Valley School Tax Sheltered Grou… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Trinity Valley School Tax Sheltered Group Annuity by total assets, not by location.

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).

Next read for Trinity Valley School Tax Sheltered Grou…

Filing takeaways

Ways to act on Trinity Valley School Tax Sheltered Group Annuity's numbers.

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.