Other · DOL Form 5500 · 2022

Trinity Health Corporation Retirement Plan

Data updated 2026-08-25

$360M
Total assets Above avg plan size
898
Participants Near avg headcount
97th
Percentile by assets National rank
$400,672
Avg per participant High balance/head
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Official DOL plan name: Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) · Sponsored by Trinity Health Corporation · Michigan · Healthcare & Social Assistance

$360M in assets, 898 participants

Trinity Health Corporation's Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) reported $360M in total assets and 898 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.

  • #19,568 in Healthcare & Social Assistance (20,060 peers)

Where Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) sits by assets

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) sits in the top 5% of all filed plans by assets, $360M for 898 participants (~$400,672/participant), down 19.1% in 2022.

#19,568
in Healthcare & Social Assistance (20,060 peers)
-19.1%
assets change YoY
3.6×
vs typical plan assets (national mean)

The plan reported a net loss of $85M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)'s outsized position by total assets

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) vs every filed plan by assets

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

$359,803,223 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 Health Corporation ERISA 403(b) Retirement Plan (Frozen) 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 Health Corporation ERISA 403(b) Retirement Plan (Frozen) sits mid-pack in the medium band (898 participants).

DOL schedule card

Filing strip 351443425 · Trinity Health Corporation PY 2022 · Other

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) · $360M · 898 · 97th

  • 5500 $360M
  • 5500 898
  • 5500 97th
  • 5500 Other
  • 5500 near Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund
  • 5500 ind #19568

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 Michigan →

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) in the asset neighbourhood

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension FundLocal Union No. 9 IBEW and O…$360MTrinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)Trinity Health Corporation E…$360MDialysis Clinic, Inc. Thrift PlanDialysis Clinic, Inc. Thrift…$359MUniversity of St. Thomas Retirement PlanUniversity of St. Thomas Ret…$358MThe Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity PlanThe Charles Stark Draper Lab…$357M
End-of-year total assets ($M) among Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$445M
Net Assets (End of Year)$360M
Net Income-$85M
Employer EIN351443425
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Health Corporation)

Sponsor-wide plan assets over time

All Trinity Health Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 66.33589934616316% vs 2022
2024 filing year
$0.5B$1B$1.5B$2B 202220232024 $1.01B $1.69B ▲ +67.3%
Year Plans Participants Total Assets
2022 3 10,207 $1.0B
2023 2 6,759 $1.1B
2024 4 15,815 $1.7B

Nearby Other Plans in Michigan

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

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 012345 Total assets ($B) Participants Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen), Total assets ($B): 0.359803223 · Participants: 898Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)Fca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.271049081 · Participants: 17796Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.120620788 · Participants: 52211Fca US LLC UAW Savings PlanSpectrum Health System 403(b) Plan, Total assets ($B): 2.34463562 · Participants: 26631Spectrum Health System 403(b) PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.23567862 · Participants: 33585Beaumont Health 403(b) Retirement Savings PlanMclaren Employees' 403(b) Retirement Plan, Total assets ($B): 1.449747534 · Participants: 21255Mclaren Employees' 403(b) Retirement Plan
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) vs. nearby Other plans in Michigan, assets vs. participants
Compare Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) side-by-side with 3 peers →

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)'s out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund in IL ($360M); by covered participants it is The Maof 403(b) Plan in CA (898 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (898 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 Health Corporation ERISA 403(b) Retirement Plan (Frozen) assets move in 2022? ▼
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) declined sharply - down 19.1% during 2022, from $445M to $360M. Reported net income was -$85M.
How have Trinity Health Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Health Corporation's sponsor-wide assets grew 66.3%, from $1.0B to $1.7B.
Where does Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) rank by assets among Form 5500 filers? ▼
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) 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 Health Corporation ERISA 403(b) Retirement Plan (Frozen)? ▼
Among Other plans in other states, the closest by assets is Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund in IL ($360M, 2,370 participants).
Which Other plans cover a similar participant headcount to Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)? ▼
Among Other plans in other states, the closest by covered participants is The Maof 403(b) Plan in CA (898 participants, $21M 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 351443425.

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.