Other · DOL Form 5500 · 2023

Trinity Episcopal School Corporation Retirement Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
260
Participants Below avg headcount
88th
Percentile by assets National rank
$242,214
Avg per participant Above avg balance/head
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Official DOL plan name: Trinity Episcopal School Corporation Tax Deferred Annuity Plan · Sponsored by Trinity Episcopal School Corporation · New York · Educational Services

$63M in assets, 260 participants

Trinity Episcopal School Corporation's Trinity Episcopal School Corporation Tax Deferred Annuity Plan reported $63M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,914 in Educational Services (3,735 peers)

Coverage in New York

Trinity Episcopal School Corporation Tax Deferred Annuity Plan covers 260 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $63M.

#2,914
in Educational Services (3,735 peers)
+16.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Trinity Episcopal School Corporation Tax Deferred Annuity Plan's outsized position by total assets

Trinity Episcopal School Corporation Tax Deferred Annuity Plan vs every filed plan by assets

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

$62,975,766 Top 12% higher than 88% 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 Episcopal School Corporation Tax Deferred Annuity 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 Episcopal School Corporation Tax Deferred Annuity Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trinity Episcopal School Corporation Tax Deferred Annuity Plan reported net income rose from -$6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Trinity Episcopal School Corporation Tax Deferred Annuity Plan end-of-year assets rose from $54M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Trinity Episcopal School Corporation Tax Deferred Annuity Plan reported participants rose from 256 in the plan year 2022 filing to 260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 135563003 · Trinity Episcopal School Corporation PY 2023 · Other

Trinity Episcopal School Corporation Tax Deferred Annuity Plan · $63M · 260 · 88th

  • SCH $63M
  • SCH 260
  • SCH 88th
  • SCH Other
  • SCH near Legacy Community Health Services, Inc. 403(b) Plan
  • SCH ind #2914

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 New York →

Trinity Episcopal School Corporation Tax Deferred Annuity Plan in the asset neighbourhood

Lee University Defined Contribution Retirement PlaLee University Defined Contr…$63MInstitute for Advanced Study Tax Deferred Annuity PlanInstitute for Advanced Study…$63MTrinity Episcopal School Corporation Tax Deferred Annuity PlanTrinity Episcopal School Cor…$63MLegacy Community Health Services, Inc. 403(b) PlanLegacy Community Health Serv…$63MEpiscopal School of Dallas 403(b) Amended and Restated Defined Contribution PlanEpiscopal School of Dallas 4…$63M
End-of-year total assets ($M) among Trinity Episcopal School Corporation Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$63M
Net Income$9M
Employer EIN135563003
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Episcopal School Corporation)

Sponsor-wide plan assets over time

All Trinity Episcopal School Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$163M 22.7798222846377% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $133M $163M ▲ +22.8%
Year Plans Participants Total Assets
2022 3 535 $133M
2023 3 523 $152M
2024 3 523 $163M

Nearby Other Plans in New York

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

Trinity Episcopal School Corporation Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Trinity Episcopal School Corporation Tax Deferred Annuity Plan, Total assets ($B): 0.062975766 · Participants: 260Trinity Episcopal School Corporation Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Trinity Episcopal School Corporation Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Trinity Episcopal School Corporation Tax Deferred Annuity Plan side-by-side with 3 peers →

Trinity Episcopal School Corporation Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Legacy Community Health Services, Inc. 403(b) Plan in TX ($63M); by covered participants it is Mount Paran Christian School 403(b) Plan in GA (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Episcopal School Corporation Tax Deferred Annuity Plan assets move in 2023? ▼
Trinity Episcopal School Corporation Tax Deferred Annuity Plan grew sharply - up 16.3% during 2023, from $54M to $63M. Reported net income was $9M.
How have Trinity Episcopal School Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Episcopal School Corporation's sponsor-wide assets grew 22.8%, from $133M to $163M.
Where does Trinity Episcopal School Corporation Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Trinity Episcopal School Corporation Tax Deferred Annuity Plan ranks in the 88th 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 Episcopal School Corporation Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Legacy Community Health Services, Inc. 403(b) Plan in TX ($63M, 1,616 participants).
Which Other plans cover a similar participant headcount to Trinity Episcopal School Corporation Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Mount Paran Christian School 403(b) Plan in GA (260 participants, $13M 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 135563003.

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.