401(k) · DOL Form 5500 · 2022

Trinity Medical Wny PC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
370
Participants Below avg headcount
69th
Percentile by assets National rank
$33,655
Avg per participant Low balance/head
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Official DOL plan name: Trinity Medical Wny 403(b) Plan · Sponsored by Trinity Medical Wny PC · New York · Healthcare & Social Assistance

$12M in assets, 370 participants

Trinity Medical Wny PC's Trinity Medical Wny 403(b) Plan reported $12M in total assets and 370 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,883 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Trinity Medical Wny 403(b) Plan covers 370 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $12M.

#14,883
in Healthcare & Social Assistance (20,060 peers)
-6.4%
assets change YoY

The plan reported a net loss of $847K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trinity Medical Wny 403(b) Plan's outsized position by total assets

Trinity Medical Wny 403(b) Plan vs every filed plan by assets

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

$12,452,208 Top 31% higher than 69% 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 Medical Wny 403(b) 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 Medical Wny 403(b) Plan sits mid-pack in the medium band (370 participants).

Plan-year Form 5500 strip

Filing strip 272576645 · Trinity Medical Wny PC PY 2022 · 401(k)

Trinity Medical Wny 403(b) Plan · $12M · 370 · 69th

  • EOY $12M
  • EOY 370
  • EOY 69th
  • EOY 401(k)
  • EOY near Fidelis Realty Partners, Ltd. 401(k) Plan
  • EOY ind #14883

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Trinity Medical Wny 403(b) Plan in the asset neighbourhood

Trinity Medical Wny 403(b) PlanTrinity Medical Wny 403(b) P…$12MFidelis Realty Partners, Ltd. 401(k) PlanFidelis Realty Partners, Ltd…$12MInnerface 401(k) Retirement PlanInnerface 401(k) Retirement …$12MRough Country 401(k) Profit Sharing PlanRough Country 401(k) Profit …$12MDuncaster, Inc. 401(k) Retirement PlanDuncaster, Inc. 401(k) Retir…$12M
End-of-year total assets ($M) among Trinity Medical Wny 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$847K
Employer EIN272576645
Plan Effective Date2017-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Medical Wny PC)

Sponsor-wide plan assets over time

All Trinity Medical Wny PC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 84.54916589893134% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.5M $23M ▲ +84.6%
Year Plans Participants Total Assets
2022 1 370 $12M
2023 1 377 $17M
2024 1 426 $23M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Trinity Medical Wny 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Trinity Medical Wny 403(b) Plan, Total assets ($B): 0.012452208 · Participants: 370Trinity Medical Wny 403(b) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Trinity Medical Wny 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Trinity Medical Wny 403(b) Plan side-by-side with 3 peers →

Trinity Medical Wny 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fidelis Realty Partners, Ltd. 401(k) Plan in TX ($12M); by covered participants it is Spirit of Texas Bank 401(k) Retirement Plan in TX (370 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (370 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 Medical Wny 403(b) Plan assets move in 2022? ▼
Trinity Medical Wny 403(b) Plan pulled back noticeably - down 6.4% during 2022, from $13M to $12M. Reported net income was -$847K.
How have Trinity Medical Wny PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Medical Wny PC's sponsor-wide assets grew 84.5%, from $12M to $23M.
Which 401(k) plans are similar in size to Trinity Medical Wny 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fidelis Realty Partners, Ltd. 401(k) Plan in TX ($12M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Trinity Medical Wny 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spirit of Texas Bank 401(k) Retirement Plan in TX (370 participants, N/A 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 272576645.

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.