Other · DOL Form 5500 · 2023

Trinity School, Inc. Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
158
Participants Small participant base
80th
Percentile by assets National rank
$197,151
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,432
in Educational Services (3,735 peers)
+15.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$31,149,883 Top 20% higher than 80% 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 School 403(b) 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 School 403(b) Plan sits mid-pack in the medium band (158 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581197585 · Trinity School, Inc. PY 2023 · Other

Trinity School 403(b) Plan · $31M · 158 · 80th

  • 5500 $31M
  • 5500 158
  • 5500 80th
  • 5500 Other
  • 5500 near Archbishop Molloy High School 403(b) Plan
  • 5500 ind #2432

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 Georgia →

Trinity School 403(b) Plan in the asset neighbourhood

Boston Foundation 403(b) Plan$31MArchbishop Molloy High School 403(b) PlanArchbishop Molloy High Schoo…$31MTrinity School 403(b) Plan$31M403(b) Thrift Plan for Employees of Guthrie Theater Foundation403(b) Thrift Plan for Emplo…$31MGlenelg Country School DC Retirement PlanGlenelg Country School DC Re…$31M
End-of-year total assets ($M) among Trinity School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN581197585
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity School, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$37M 36.078714809579246% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $36.8M ▲ +36.1%
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 Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Trinity School 403(b) Plan, Total assets ($B): 0.031149883 · Participants: 158Trinity School 403(b) PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Trinity School 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Trinity School 403(b) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest Other by assets is Archbishop Molloy High School 403(b) Plan in NY ($31M); by covered participants it is Lawrence Academy Retirement Plan in MA (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 School 403(b) Plan assets move in 2023? ▼
Trinity School 403(b) Plan grew sharply - up 15.2% during 2023, from $27M to $31M. Reported net income was $4M.
How have Trinity School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity School, Inc.'s sponsor-wide assets grew 36.1%, from $27M to $37M.
Where does Trinity School 403(b) Plan rank by assets among Form 5500 filers? ▼
Trinity School 403(b) Plan ranks in the 80th 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 School 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Archbishop Molloy High School 403(b) Plan in NY ($31M, 112 participants).
Which Other plans cover a similar participant headcount to Trinity School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence Academy Retirement Plan in MA (158 participants, $33M 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 581197585.

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.