401(k) · DOL Form 5500 · 2023

Trinity Medical Wny PC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
377
Participants Below avg headcount
70th
Percentile by assets National rank
$45,601
Avg per participant Low balance/head
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Official DOL plan name: Trinity Medical Wny 403(b) Plan · Sponsored by Trinity Medical Wny PC · New York · Healthcare & Social Assistance

$17M in assets, 377 participants

Trinity Medical Wny PC's Trinity Medical Wny 403(b) Plan reported $17M in total assets and 377 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,184 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Trinity Medical Wny 403(b) Plan covers 377 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $17M.

#13,184
in Healthcare & Social Assistance (17,684 peers)
+38.1%
assets growth YoY

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

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

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

$17,191,423 Top 30% higher than 70% 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 Medical Wny 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 Medical Wny 403(b) Plan sits mid-pack in the medium band (377 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trinity Medical Wny 403(b) Plan reported net income rose from -$847K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Trinity Medical Wny 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Trinity Medical Wny 403(b) Plan reported participants rose from 370 in the plan year 2022 filing to 377 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 272576645 · Trinity Medical Wny PC PY 2023 · 401(k)

Trinity Medical Wny 403(b) Plan · $17M · 377 · 70th

  • 5500 $17M
  • ASSETS 377
  • PCT 70th
  • EIN 401(k)
  • RANK near Duggins Wren Mann & Romero, LLP 401(k) Plan
  • PHOTO ind #13184

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Trinity Medical Wny 403(b) Plan in the asset neighbourhood

Trinity Medical Wny 403(b) PlanTrinity Medical Wny 403(b) P…$17MDuggins Wren Mann & Romero, LLP 401(k) PlanDuggins Wren Mann & Romero, …$17MHead Start for Kent County 401(k) Retirement PlanHead Start for Kent County 4…$17MZip's Truck Equipment, Inc. Retirement Savings PlanZip's Truck Equipment, Inc. …$17MCenter Theatre Group of Los Angeles 401(k) Profit Sharing PlanCenter Theatre Group of Los …$17M
End-of-year total assets ($M) among Trinity Medical Wny 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$17M
Net Income$5M
Employer EIN272576645
Plan Effective Date2017-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Medical Wny PC)

Sponsor-wide plan assets over time

All Trinity Medical Wny PC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 84.54916589893134% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.5M $23M ▲ +84.6%
Year Plans Participants Total Assets
2022 1 370 $12M
2023 1 377 $17M
2024 1 426 $23M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Trinity Medical Wny 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Trinity Medical Wny 403(b) Plan, Total assets ($B): 0.017191423 · Participants: 377Trinity Medical Wny 403(b) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Trinity Medical Wny 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Trinity Medical Wny 403(b) Plan side-by-side with 3 peers →

Trinity Medical Wny 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Duggins Wren Mann & Romero, LLP 401(k) Plan in TX ($17M); by covered participants it is Mbi, Inc 401(k) Plan in CT (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 Medical Wny 403(b) Plan assets move in 2023? ▼
Trinity Medical Wny 403(b) Plan surged - up 38.1% during 2023, from $12M to $17M. Reported net income was $5M.
How have Trinity Medical Wny PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Medical Wny PC's sponsor-wide assets grew 84.5%, from $12M to $23M.
Which 401(k) plans are similar in size to Trinity Medical Wny 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Duggins Wren Mann & Romero, LLP 401(k) Plan in TX ($17M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Trinity Medical Wny 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mbi, Inc 401(k) Plan in CT (377 participants, $59M 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 272576645.

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.