Other · DOL Form 5500 · 2022

Trinity School, Inc. Retirement Plan

Data updated 2026-08-11

$27M
Total assets
158
Participants
81st
Percentile by assets
$171,091
Avg per participant
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Official DOL plan name: Trinity School 403(b) Plan · Sponsored by Trinity School, Inc. · Georgia · Educational Services

$27M in assets, 158 participants

Trinity School, Inc.'s Trinity School 403(b) Plan reported $27M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 139,126 plans)
  • #2,688 in Educational Services (4,024 peers)

Coverage in Georgia

Trinity School 403(b) Plan covers 158 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $27M.

$27M
total plan assets (2022 EOY)
158
covered participants
81st
percentile by assets (of 139,126 plans)
$171,091
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Trinity School 403(b) Plan sits by total assets

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

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

$27,032,321 Top 19% higher than 81% 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

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Trinity School 403(b) Plan reports 158 participants - about 14% of that state average ($27M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN581197585
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity School, Inc.)

$25M$30M$35M$40M 202220232024 $27M $36.8M ▲ +36.1%
Total plan assets by year, all Trinity School, Inc. plans on file
Year Plans Participants Total Assets
2022 1 158 $27M
2023 1 158 $31M
2024 1 186 $37M

Nearby Other Plans in Georgia

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

Trinity School 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants

Trinity School 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Trinity School 403(b…Wellstar Health Syst…Northside Hospital 4…Childrens Healthcare…IBEW Local 613 Defin…Mercer University De…
Trinity School 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Trinity School 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Trinity School 403(b) Plan assets move in 2022?
Trinity School 403(b) Plan declined sharply - down 16.7% during 2022, from $32M to $27M. Reported net income was -$5M.
How have Trinity School, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Trinity School, Inc.'s sponsor-wide assets grew 36.1%, from $27M to $37M.
Where does Trinity School 403(b) Plan rank by assets among Form 5500 filers?
Trinity School 403(b) Plan ranks in the 81st 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 School 403(b) Plan?
Among Other plans in other states, the closest by assets is Vista Community Clinic Tax Deferred Annuity Plan in CA ($27M, 828 participants).

Filing takeaways

Ways to act on Trinity School 403(b) Plan's numbers.