Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRINITY EPISCOPAL SCHOOL CORPORATION

This Defined Benefit (Pension) plan holds $5M in total assets and serves 8 participants as of 2022. It is sponsored by TRINITY EPISCOPAL SCHOOL CORPORATION in New York. The plan reported a net loss of $310K for the year.

Total Assets (2023)
$5M
Participants
8
State
Industry
Educational Services

What the Filing Says About TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN

TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by TRINITY EPISCOPAL SCHOOL CORPORATION, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 8 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135563003, and the plan has been effective since 1958-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2022 to $5M at year-end — a decline of 5.3%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-309,602 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$-309,602
Plan TypeDefined Benefit (Pension)
Employer EIN135563003
Plan Effective Date1958-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRINITY EPISCOPAL SCHOOL CORPORATION)

Year Plans Participants Total Assets
2022 3 535 $133M
2023 3 523 $152M
2024 1 249 $70M

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Frequently Asked Questions

How much money is in the TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN?
As of the 2022 Form 5500 filing, TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN holds $5M in total assets with 8 participants. It is sponsored by TRINITY EPISCOPAL SCHOOL CORPORATION.
What type of plan is TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN?
TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1958-07-01. The plan is filed with the U.S. Department of Labor under EIN 135563003.
Who sponsors the TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN?
TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN is sponsored by TRINITY EPISCOPAL SCHOOL CORPORATION, located in New York. The sponsor's EIN is 135563003 and the plan operates in the Educational Services industry.
How did TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN perform in 2022?
TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN declined by 5.3% during 2022, moving from $6M to $5M in total assets. Net income was $-309,602.
Where can I find official filings for TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN?
Official Form 5500 filings for TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135563003 or plan name at efast.dol.gov.
How does TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN compare to other plans?
You can compare TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 135563003.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.