Other · DOL Form 5500 · 2023

Trinity Valley School Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
192
Participants Below avg headcount
82nd
Percentile by assets National rank
$196,428
Avg per participant Above avg balance/head
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Official DOL plan name: Trinity Valley School Tax Sheltered Group Annuity · Sponsored by Trinity Valley School · Texas · Educational Services

$38M in assets, 192 participants

Trinity Valley School's Trinity Valley School Tax Sheltered Group Annuity reported $38M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,555 in Educational Services (3,735 peers)

Coverage in Texas

Trinity Valley School Tax Sheltered Group Annuity covers 192 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $38M.

#2,555
in Educational Services (3,735 peers)
+12.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Trinity Valley School Tax Sheltered Group Annuity's outsized position by total assets

Trinity Valley School Tax Sheltered Group Annuity vs every filed plan by assets

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

$37,714,135 Top 18% higher than 82% 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

Trinity Valley School Tax Sheltered Group Annuity 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 Valley School Tax Sheltered Group Annuity sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trinity Valley School Tax Sheltered Group Annuity reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Trinity Valley School Tax Sheltered Group Annuity end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Trinity Valley School Tax Sheltered Group Annuity reported participants rose from 171 in the plan year 2022 filing to 192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751099126 · Trinity Valley School PY 2023 · Other

Trinity Valley School Tax Sheltered Group Annuity · $38M · 192 · 82nd

  • PART $38M
  • TYPE 192
  • NET 82nd
  • BOOK Other
  • VS-ST near Metairie Park Country Day School Defined Contribution Plan
  • BOY ind #2555

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 Valley School Tax Sheltered Group Annuity in the asset neighbourhood

Leadingage, Inc. Section 403(b) Savings and Retirement PlanLeadingage, Inc. Section 403…$38MJohnson C. Smith University Defined Contribution Retirement PlanJohnson C. Smith University …$38MThe Fenn School Tda and Retirement PlanThe Fenn School Tda and Reti…$38MMetairie Park Country Day School Defined Contribution PlanMetairie Park Country Day Sc…$38MTrinity Valley School Tax Sheltered Group AnnuityTrinity Valley School Tax Sh…$38M
End-of-year total assets ($M) among Trinity Valley School Tax Sheltered Group Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$4M
Employer EIN751099126
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Valley School)

Sponsor-wide plan assets over time

All Trinity Valley School plans reported in each filing year

Latest sponsor-wide plan assets
$42M 24.018756528727533% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.6M $41.6M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 171 $34M
2023 1 192 $38M
2024 1 202 $42M

Nearby Other Plans in Texas

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

Trinity Valley School Tax Sheltered Group Annuity vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Trinity Valley School Tax Sheltered Group Annuity, Total assets ($B): 0.037714135 · Participants: 192Trinity Valley School Tax Sheltered Group AnnuityMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Trinity Valley School Tax Sheltered Group Annuity vs. nearby Other plans in Texas, assets vs. participants
Compare Trinity Valley School Tax Sheltered Group Annuity side-by-side with 3 peers →

Trinity Valley School Tax Sheltered Group Annuity's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Metairie Park Country Day School Defined Contribution Plan in LA ($38M); by covered participants it is Greater Minnesota Family Services 403(b) Plan in MN (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Trinity Valley School Tax Sheltered Group Annuity assets move in 2023? ▼
Trinity Valley School Tax Sheltered Group Annuity grew at a solid clip - up 12.4% during 2023, from $34M to $38M. Reported net income was $4M.
How have Trinity Valley School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Valley School's sponsor-wide assets grew 24.0%, from $34M to $42M.
Where does Trinity Valley School Tax Sheltered Group Annuity rank by assets among Form 5500 filers? ▼
Trinity Valley School Tax Sheltered Group Annuity ranks in the 82nd 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 Trinity Valley School Tax Sheltered Group Annuity? ▼
Among Other plans in other states, the closest by assets is Metairie Park Country Day School Defined Contribution Plan in LA ($38M, 339 participants).
Which Other plans cover a similar participant headcount to Trinity Valley School Tax Sheltered Group Annuity? ▼
Among Other plans in other states, the closest by covered participants is Greater Minnesota Family Services 403(b) Plan in MN (192 participants, $6M 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 751099126.

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.