Other · DOL Form 5500 · 2022

Trinity College Retirement Plan

Data updated 2026-08-25

$328M
Total assets Above avg plan size
647
Participants Below avg headcount
97th
Percentile by assets National rank
$506,269
Avg per participant High balance/head
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Official DOL plan name: Trinity College 403(b) Retirement Plan · Sponsored by Trinity College · Connecticut · Educational Services

$328M in assets, 647 participants

Trinity College's Trinity College 403(b) Retirement Plan reported $328M in total assets and 647 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,842 in Educational Services (4,024 peers)

Where Trinity College 403(b) Retirement Plan sits by assets

Trinity College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $328M for 647 participants (~$506,269/participant), down 12.3% in 2022.

#3,842
in Educational Services (4,024 peers)
-12.3%
assets change YoY
3.3×
vs typical plan assets (national mean)

The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trinity College 403(b) Retirement Plan's outsized position by total assets

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

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

$327,556,274 Top 3% higher than 97% 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 College 403(b) Retirement 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 College 403(b) Retirement Plan sits mid-pack in the medium band (647 participants).

Form 5500 schedule snapshot

Filing strip 060646927 · Trinity College PY 2022 · Other

Trinity College 403(b) Retirement Plan · $328M · 647 · 97th

  • PART $328M
  • PART 647
  • PART 97th
  • PART Other
  • PART near Firsthealth of the Carolinas, Inc. Matching Savings Plan
  • PART ind #3842

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 Connecticut →

Trinity College 403(b) Retirement Plan in the asset neighbourhood

Tift Regional Health System 403(b) PlanTift Regional Health System …$329M403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff403(b) Defined Contribution …$329MTrinity College 403(b) Retirement PlanTrinity College 403(b) Retir…$328MFirsthealth of the Carolinas, Inc. Matching Savings PlanFirsthealth of the Carolinas…$328MHeritage Valley Health System 403(b) PlanHeritage Valley Health Syste…$327M
End-of-year total assets ($M) among Trinity College 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$374M
Net Assets (End of Year)$328M
Net Income-$46M
Employer EIN060646927
Plan Effective Date1925-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity College)

Sponsor-wide plan assets over time

All Trinity College plans reported in each filing year

Latest sponsor-wide plan assets
$381M 16.44401291486177% vs 2022
2024 filing year
$320M$340M$360M$380M$400M 202220232024 $328M $381M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 647 $328M
2023 1 709 $357M
2024 1 702 $381M

Nearby Other Plans in Connecticut

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

Trinity College 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 02468 Total assets ($B) Participants Trinity College 403(b) Retirement Plan, Total assets ($B): 0.327556274 · Participants: 647Trinity College 403(b) Retirement PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
Trinity College 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Trinity College 403(b) Retirement Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest Other by assets is Firsthealth of the Carolinas, Inc. Matching Savings Plan in NC ($328M); by covered participants it is American Public Media Group Retirement Plan in MN (648 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (647 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 College 403(b) Retirement Plan assets move in 2022? ▼
Trinity College 403(b) Retirement Plan pulled back noticeably - down 12.3% during 2022, from $374M to $328M. Reported net income was -$46M.
How have Trinity College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity College's sponsor-wide assets grew 16.4%, from $328M to $381M.
Where does Trinity College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Trinity College 403(b) Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Trinity College 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Firsthealth of the Carolinas, Inc. Matching Savings Plan in NC ($328M, 5,217 participants).
Which Other plans cover a similar participant headcount to Trinity College 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is American Public Media Group Retirement Plan in MN (648 participants, $152M 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 060646927.

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.