Other · DOL Form 5500 · 2023
Trinity University Retirement Plan
Data updated 2026-08-25
- $340M
- Total assets Above avg plan size
- 837
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $406,540
- Avg per participant High balance/head
Official DOL plan name: Trinity University 403(b) Retirement Plan · Sponsored by Trinity University · Texas · Educational Services
$340M in assets, 837 participants
Trinity University's Trinity University 403(b) Retirement Plan reported $340M in total assets and 837 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,534 in Educational Services (3,735 peers)
Where Trinity University 403(b) Retirement Plan sits by assets
Trinity University 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $340M for 837 participants (~$406,540/participant), up 11.4% in 2023.
- #3,534
- in Educational Services (3,735 peers)
- +11.4%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Trinity University 403(b) Retirement Plan's outsized position by total assets
Trinity University 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$340,274,012 Top 4% higher than 96% 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 University 403(b) Retirement 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. Trinity University 403(b) Retirement Plan sits mid-pack in the medium band (837 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trinity University 403(b) Retirement Plan reported net income rose from -$40M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Trinity University 403(b) Retirement Plan end-of-year assets rose from $305M in the plan year 2022 filing to $340M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 741109633 · Trinity University PY 2023 · Other
Trinity University 403(b) Retirement Plan · $340M · 837 · 96th
- IND $340M
- IND 837
- IND 96th
- IND Other
- IND near Swedishamerican 403(b) Incentivesaver Plan
- IND ind #3534
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 Texas →
Trinity University 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $305M |
|---|---|
| Net Assets (End of Year) | $340M |
| Net Income | $35M |
| Employer EIN | 741109633 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity University)
Sponsor-wide plan assets over time
All Trinity University plans reported in each filing year
- Latest sponsor-wide plan assets
- $376M 23.103839584876958% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 831 | $305M |
| 2023 | 1 | 837 | $340M |
| 2024 | 1 | 1,050 | $376M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Trinity University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Swedishamerican 403(b) Incentivesaver Plan in IL ($340M); by covered participants it is Ascend Learning, Inc. 403(b) Plan in NY (838 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($340M here).
- Swedishamerican 403(b) Incentivesaver Plan (IL) $340M · 3,254
- University of San Francisco Voluntary Retirement Plan (CA) $339M · 1,726
- Franklin and Marshall College Retirement Plan (PA) $338M · 737
- Excela Health 403(b) Retirement Plan (PA) $338M · 4,063
Similar participant headcount
Nearest other-state filings by covered participants (837 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.