Other · DOL Form 5500 · 2023

Trinity Health Corporation Retirement Plan

Data updated 2026-08-11

$385M
Total assets
817
Participants
97th
Percentile by assets
$470,865
Avg per participant
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Official DOL plan name: Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) · Sponsored by Trinity Health Corporation · Michigan · Healthcare & Social Assistance

$385M in assets, 817 participants

Trinity Health Corporation's Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) reported $385M in total assets and 817 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #17,167 in Healthcare & Social Assistance (17,684 peers)

Where Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) sits by assets

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) sits in the top 5% of all filed plans by assets, $385M for 817 participants (~$470,865/participant), up 6.9% in 2023.

$385M
total plan assets (2023 EOY)
817
covered participants
97th
percentile by assets (of 127,072 plans)
$470,865
avg assets per participant

Where Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) sits by total assets

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) vs every filed plan by assets

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

$384,697,023 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) reported net income rose from -$85M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) reported participants fell from 898 in the plan year 2022 filing to 817 in the plan year 2023 filing.
  • Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) end-of-year assets rose from $360M in the plan year 2022 filing to $385M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Michigan
Industry
Healthcare & Social Assistance

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) vs the 2023 asset distribution

By assets, Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$360M
Net Assets (End of Year)$385M
Net Income$25M
Employer EIN351443425
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Health Corporation)

$0.5B$1B$1.5B$2B 202220232024 $1.01B $1.69B ▲ +67.3%
Total plan assets by year, all Trinity Health Corporation plans on file
Year Plans Participants Total Assets
2022 3 10,207 $1.0B
2023 2 6,759 $1.1B
2024 4 15,815 $1.7B

Nearby Other Plans in Michigan

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

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 0123456 Total assets ($B) Participants Trinity Health Corpo…, Total assets ($B): 0.384697023 · Participants: 817Trinity Health Corpo…Fca US LLC Salaried …, Total assets ($B): 4.820440935 · Participants: 16630Fca US LLC Salaried …Fca US LLC UAW Savin…, Total assets ($B): 4.690971139 · Participants: 49473Fca US LLC UAW Savin…Beaumont Health 403(…, Total assets ($B): 2.628827189 · Participants: 33717Beaumont Health 403(…Henry Ford Health Sy…, Total assets ($B): 1.284257295 · Participants: 15298Henry Ford Health Sy…Bronson Healthcare G…, Total assets ($B): 1.034484808 · Participants: 8357Bronson Healthcare G…
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) vs. nearby Other plans in Michigan, assets vs. participants
Compare Trinity Health Corporation ERISA 403(b) … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) by total assets, not by location.

Frequently Asked Questions

How did Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) assets move in 2023? ▼
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) grew at a solid clip - up 6.9% during 2023, from $360M to $385M. Reported net income was $25M.
How have Trinity Health Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Health Corporation's sponsor-wide assets grew 66.3%, from $1.0B to $1.7B.
Where does Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) rank by assets among Form 5500 filers? ▼
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)? ▼
Among Other plans in other states, the closest by assets is Union College Retirement Plan in NY ($384M, 1,020 participants).

Next read for Trinity Health Corporation ERISA 403(b) …

Scale reading

Ways to act on Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)'s numbers.

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 351443425.

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.