Other · DOL Form 5500 · 2023
Trinity Washington University Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 234
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $136,442
- Avg per participant Near avg balance/head
Official DOL plan name: Trinity Washington University DC Retirement Plan · Sponsored by Trinity Washington University · District of Columbia · Educational Services
$32M in assets, 234 participants
Trinity Washington University's Trinity Washington University DC Retirement Plan reported $32M in total assets and 234 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.
- #2,447 in Educational Services (3,735 peers)
Coverage in District of Columbia
Trinity Washington University DC Retirement Plan covers 234 participants in District of Columbia, about 16% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $32M.
- #2,447
- in Educational Services (3,735 peers)
- +14.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Trinity Washington University DC Retirement Plan's outsized position by total assets
Trinity Washington University DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,927,371 Top 20% higher than 80% 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 Washington University DC 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 Washington University DC Retirement Plan sits mid-pack in the medium band (234 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trinity Washington University DC Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Trinity Washington University DC Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 530196640 · Trinity Washington University PY 2023 · Other
Trinity Washington University DC Retirement Plan · $32M · 234 · 80th
- PHOTO $32M
- PHOTO 234
- PHOTO 80th
- PHOTO Other
- PHOTO near French International School 403(b) Retirement Plan
- PHOTO ind #2447
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 District of Columbia →
Trinity Washington University DC Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 530196640 |
| Plan Effective Date | 1949-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity Washington University)
Sponsor-wide plan assets over time
All Trinity Washington University plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 24.026315948443376% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 233 | $28M |
| 2023 | 1 | 234 | $32M |
| 2024 | 1 | 179 | $34M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
Trinity Washington University DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is French International School 403(b) Retirement Plan in MD ($32M); by covered participants it is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (234 participants); asset peers above are excluded.
- Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan (NJ) 234 · 0 off
- Wesleyan School Retirement Plan (GA) 234 · 0 off
- Cincinnati Country Day School Tiaa Cref Retirement Plan (OH) 234 · 0 off
- Brodstone Memorial Hospital Tax Deferred Annuity Plan (NE) 234 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.