Other · DOL Form 5500 · 2022
Holy Trinity Episcopal Academy Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $68,875
- Avg per participant Below avg balance/head
Official DOL plan name: Htea Retirement Plan · Sponsored by Holy Trinity Episcopal Academy · Florida · Educational Services
$11M in assets, 162 participants
Holy Trinity Episcopal Academy's Htea Retirement Plan reported $11M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #1,986 in Educational Services (4,024 peers)
Coverage in Florida
Htea Retirement Plan covers 162 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $11M.
- #1,986
- in Educational Services (4,024 peers)
- +19.2%
- assets growth YoY
Htea Retirement Plan's outsized position by total assets
Htea Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,157,695 Top 33% higher than 67% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Htea 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. Htea Retirement Plan sits mid-pack in the medium band (162 participants).
DOL schedule card
Filing strip 590823947 · Holy Trinity Episcopal Academy PY 2022 · Other
Htea Retirement Plan · $11M · 162 · 67th
- EIN $11M
- RANK 162
- PHOTO 67th
- IND Other
- EOY near Tri-County Memorial Hospital, Inc. Tax Deferred Savings Plan
- 5500 ind #1986
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 Florida →
Htea Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 590823947 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holy Trinity Episcopal Academy)
Sponsor-wide plan assets over time
All Holy Trinity Episcopal Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 26.305917127148575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $11M |
| 2023 | 1 | 165 | $13M |
| 2024 | 1 | 163 | $14M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
Htea Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Tri-County Memorial Hospital, Inc. Tax Deferred Savings Plan in WI ($11M); by covered participants it is Bethel College DC Plan in KS (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Tri-County Memorial Hospital, Inc. Tax Deferred Savings Plan (WI) $11M · 230
- Community Memorial Healthcare Inc. Tax Deferred Annuity Plan (KS) $11M · 203
- Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan (OH) $11M · 165
- Acmh, Inc. Tax Deferred Annuity Plan (NY) $11M · 287
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- Bethel College DC Plan (KS) 162 · 0 off
- Girl Scouts of San Jacinto Council 401(k) Profit Sharing Plan (TX) 162 · 0 off
- Agnes Scott College Tax-Deferred Annuity Plan (GA) 162 · 0 off
- Children's Therapy Center 403(b) Plan (WA) 162 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.