Other · DOL Form 5500 · 2023

Palmer Trinity Private School, Inc. Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
212
Participants Below avg headcount
79th
Percentile by assets National rank
$140,515
Avg per participant Near avg balance/head
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Official DOL plan name: Palmer Trinity School 403(b) DC Plan · Sponsored by Palmer Trinity Private School, Inc. · Florida · Educational Services

$30M in assets, 212 participants

Palmer Trinity Private School, Inc.'s Palmer Trinity School 403(b) DC Plan reported $30M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,393 in Educational Services (3,735 peers)

Coverage in Florida

Palmer Trinity School 403(b) DC Plan covers 212 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $30M.

#2,393
in Educational Services (3,735 peers)
+17.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Palmer Trinity School 403(b) DC Plan's outsized position by total assets

Palmer Trinity School 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$29,789,212 Top 21% higher than 79% of 127,068 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 2023

Palmer Trinity School 403(b) DC Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palmer Trinity School 403(b) DC Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palmer Trinity School 403(b) DC Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Palmer Trinity School 403(b) DC Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Palmer Trinity School 403(b) DC Plan reported participants rose from 200 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 237098500 · Palmer Trinity Private School, Inc. PY 2023 · Other

Palmer Trinity School 403(b) DC Plan · $30M · 212 · 79th

  • EBSA $30M
  • EBSA 212
  • EBSA 79th
  • EBSA Other
  • EBSA near Lycee Francais De San Francisco 403(b) DC Plan
  • EBSA ind #2393

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 →

Palmer Trinity School 403(b) DC Plan in the asset neighbourhood

Detroit Educational Television Foundation 403(b) PlanDetroit Educational Televisi…$30MPalmer Trinity School 403(b) DC PlanPalmer Trinity School 403(b)…$30MLycee Francais De San Francisco 403(b) DC PlanLycee Francais De San Franci…$30MHarrisburg University of Science & Technology 403(b) PlanHarrisburg University of Sci…$30MThe New Foundations Retirement PlanThe New Foundations Retireme…$30M
End-of-year total assets ($M) among Palmer Trinity School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN237098500
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer Trinity Private School, Inc.)

Sponsor-wide plan assets over time

All Palmer Trinity Private School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 35.41472934002214% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.3M $34.3M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 200 $25M
2023 1 212 $30M
2024 1 198 $34M

Nearby Other Plans in Florida

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

Palmer Trinity School 403(b) DC Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Palmer Trinity School 403(b) DC Plan, Total assets ($B): 0.029789212 · Participants: 212Palmer Trinity School 403(b) DC PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Palmer Trinity School 403(b) DC Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Palmer Trinity School 403(b) DC Plan side-by-side with 3 peers →

Palmer Trinity School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Lycee Francais De San Francisco 403(b) DC Plan in CA ($30M); by covered participants it is National Sept 11 Memorial & Museum 403(b) Plan in NY (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Palmer Trinity School 403(b) DC Plan assets move in 2023? ▼
Palmer Trinity School 403(b) DC Plan grew sharply - up 17.7% during 2023, from $25M to $30M. Reported net income was $4M.
How have Palmer Trinity Private School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer Trinity Private School, Inc.'s sponsor-wide assets grew 35.4%, from $25M to $34M.
Where does Palmer Trinity School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Palmer Trinity School 403(b) DC Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Palmer Trinity School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Lycee Francais De San Francisco 403(b) DC Plan in CA ($30M, 129 participants).
Which Other plans cover a similar participant headcount to Palmer Trinity School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is National Sept 11 Memorial & Museum 403(b) Plan in NY (212 participants, $37M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237098500.

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.