Other · DOL Form 5500 · 2022

Trinity School, Inc. Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
158
Participants Small participant base
81st
Percentile by assets National rank
$171,091
Avg per participant Above avg balance/head
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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.

  • #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.

#2,688
in Educational Services (4,024 peers)
-16.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Trinity School 403(b) Plan's outsized position 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 $2,050,000,000 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 School 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 School 403(b) Plan sits mid-pack in the medium band (158 participants).

EBSA filing schedule strip

Filing strip 581197585 · Trinity School, Inc. PY 2022 · Other

Trinity School 403(b) Plan · $27M · 158 · 81st

  • TYPE $27M
  • TYPE 158
  • TYPE 81st
  • TYPE Other
  • TYPE near Vista Community Clinic Tax Deferred Annuity Plan
  • TYPE ind #2688

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 Georgia →

Trinity School 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of Guthrie Theater Foundation403(b) Thrift Plan for Emplo…$27MVista Community Clinic Tax Deferred Annuity PlanVista Community Clinic Tax D…$27MTrinity School 403(b) Plan$27MHenry Street Settlement 403(b) Retirement Savings PlanHenry Street Settlement 403(…$27MUrban Land Institute 403(b) PlanUrban Land Institute 403(b) …$27M
End-of-year total assets ($M) among Trinity School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Trinity School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 36.078714809579246% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $36.8M ▲ +36.1%
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 Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Trinity School 403(b) Plan, Total assets ($B): 0.027032321 · Participants: 158Trinity School 403(b) PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 1.705581692 · Participants: 24566Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.237822022 · Participants: 25169Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.044721516 · Participants: 12262Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.582319759 · Participants: 5837IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.453786357 · Participants: 1982Mercer University Defined Contribution Retirement Plan
Trinity School 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Trinity School 403(b) Plan side-by-side with 3 peers →

Trinity School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Vista Community Clinic Tax Deferred Annuity Plan in CA ($27M); by covered participants it is Eightcap, Inc. Retirement Plan in MI (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 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).
Which Other plans cover a similar participant headcount to Trinity School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Eightcap, Inc. Retirement Plan in MI (158 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 581197585.

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.