Other · DOL Form 5500 · 2023
Trinity School, Inc. Retirement Plan
Data updated 2026-08-11
- $31M
- Total assets
- 158
- Participants
- 80th
- Percentile by assets
- $197,151
- Avg per participant
Official DOL plan name: Trinity School 403(b) Plan · Sponsored by Trinity School, Inc. · Georgia · Educational Services
$31M in assets, 158 participants
Trinity School, Inc.'s Trinity School 403(b) Plan reported $31M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 127,072 plans)
- #2,432 in Educational Services (3,735 peers)
Coverage in Georgia
Trinity School 403(b) Plan covers 158 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $31M.
- $31M
- total plan assets (2023 EOY)
- 158
- covered participants
- 80th
- percentile by assets (of 127,072 plans)
- $197,151
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trinity School 403(b) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Trinity School 403(b) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Trinity School 403(b) Plan reports 158 participants - about 14% of that state average ($31M EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $4M |
| Employer EIN | 581197585 |
| Plan Effective Date | 1985-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity School, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $27M |
| 2023 | 1 | 158 | $31M |
| 2024 | 1 | 186 | $37M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
Trinity School 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.1B · 24,573
- Northside Hospital 403(b) Retirement Plan $1.5B · 26,208
- Childrens Healthcare of Atlanta Inc Share Plan $1.3B · 13,019
- IBEW Local 613 Defined Contribution Pension Plan $671M · 4,358
- Mercer University Defined Contribution Retirement Plan $514M · 1,898
Similar-Sized Other Plans Nationally
Other plans in other states closest to Trinity School 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Trinity School 403(b) Plan assets move in 2023? ▼
How have Trinity School, Inc. plan assets changed over time? ▼
Where does Trinity School 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Trinity School 403(b) Plan? ▼
Next read for Trinity School 403(b) Plan
Filing takeaways
Ways to act on Trinity School 403(b) Plan's numbers.
- By total assets, Trinity School 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Georgia. Compare plans
- Trinity School, Inc.'s sponsor-wide assets have grown 36.1% since 2022 across 3 plan years on file. More Educational Services plans