Other · DOL Form 5500 · 2023
Trinity Episcopal School for Ministry Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $154,808
- Avg per participant Above avg balance/head
Official DOL plan name: Trinity School for Ministry Retirement Plan 3 · Sponsored by Trinity Episcopal School for Ministry · Pennsylvania · Educational Services
$6M in assets, 39 participants
Trinity Episcopal School for Ministry's Trinity School for Ministry Retirement Plan 3 reported $6M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #1,219 in Educational Services (3,735 peers)
What the 2023 filing shows
Trinity School for Ministry Retirement Plan 3 holds $6M for 39 participants - about $154,808 per participant, in the lower half of filed plans by assets.
- #1,219
- in Educational Services (3,735 peers)
- -4.4%
- assets change YoY
The plan reported a net loss of $278K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trinity School for Ministry Retirement Plan 3's mid-pack asset rank among Educational Services and all filers
Trinity School for Ministry Retirement Plan 3 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,037,518 48th percentile higher than 48% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Trinity School for Ministry Retirement Plan 3 among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trinity School for Ministry Retirement Plan 3 is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trinity School for Ministry Retirement Plan 3 reported net income rose from -$2M in the plan year 2022 filing to -$278K in the plan year 2023 filing.
- Trinity School for Ministry Retirement Plan 3 reported participants rose from 37 in the plan year 2022 filing to 39 in the plan year 2023 filing.
- Trinity School for Ministry Retirement Plan 3 end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
DOL schedule card
Filing strip 251271008 · Trinity Episcopal School for Ministry PY 2023 · Other
Trinity School for Ministry Retirement Plan 3 · $6M · 39 · 48th
- ASSETS $6M
- PCT 39
- EIN 48th
- RANK Other
- PHOTO near Holy Angels, Inc. 403(b) Retirement Savings Plan
- IND ind #1219
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 Pennsylvania →
Trinity School for Ministry Retirement Plan 3 in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$278K |
| Employer EIN | 251271008 |
| Plan Effective Date | 2021-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity Episcopal School for Ministry)
Sponsor-wide plan assets over time
All Trinity Episcopal School for Ministry plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 4.224564601617447% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 37 | $6M |
| 2023 | 1 | 39 | $6M |
| 2024 | 1 | 38 | $7M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Trinity School for Ministry Retirement Plan 3's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Holy Angels, Inc. 403(b) Retirement Savings Plan in NC ($6M); by covered participants it is Prevention Resources, Inc. 403(b) in NJ (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- Prevention Resources, Inc. 403(b) (NJ) 39 · 0 off
- Mar-Cal Properties Employees Profit Sharing Plan (DC) 39 · 0 off
- Friendship Home of Lincoln, Inc. 403(b) Plan (NE) 39 · 0 off
- The Episcopal School DC Retirement Plan (NY) 39 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.