Other · DOL Form 5500 · 2023
Trinity Health Corporation Retirement Plan
Data updated 2026-08-25
- $385M
- Total assets Above avg plan size
- 817
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $470,865
- Avg per participant High balance/head
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.
- #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.
- #17,167
- in Healthcare & Social Assistance (17,684 peers)
- +6.9%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)'s outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) 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 Health Corporation ERISA 403(b) Retirement Plan (Frozen) sits mid-pack in the medium band (817 participants).
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.
DOL schedule card
Filing strip 351443425 · Trinity Health Corporation PY 2023 · Other
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) · $385M · 817 · 97th
- BOOK $385M
- BOOK 817
- BOOK 97th
- BOOK Other
- BOOK near Union College Retirement Plan
- BOOK ind #17167
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 Michigan →
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $360M |
|---|---|
| Net Assets (End of Year) | $385M |
| Net Income | $25M |
| Employer EIN | 351443425 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity Health Corporation)
Sponsor-wide plan assets over time
All Trinity Health Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 66.33589934616316% vs 2022
- 2024 filing year
| 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.
- Fca US LLC Salaried Employees' Savings Plan $4.8B · 16,630
- Fca US LLC UAW Savings Plan $4.7B · 49,473
- Beaumont Health 403(b) Retirement Savings Plan $2.6B · 33,717
- Henry Ford Health System Heritage 403(b) Plan $1.3B · 15,298
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan $1.0B · 8,357
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)'s out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Union College Retirement Plan in NY ($384M); by covered participants it is Agrace Hospicecare Employee Retirement Plan in WI (817 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($385M here).
- Union College Retirement Plan (NY) $384M · 1,020
- Eisenhower Medical Center 403(b) Retirement Plan (CA) $384M · 4,177
- National Public Radio, Inc. Retirement Plan (DC) $384M · 1,254
- Emanate Health Retirement Plan (CA) $382M · 3,353
Similar participant headcount
Nearest other-state filings by covered participants (817 participants); asset peers above are excluded.
- Agrace Hospicecare Employee Retirement Plan (WI) 817 · 0 off
- Gettysburg College Defined Contribution Retirement Plan (PA) 817 · 0 off
- Cais Multiple Employer Plan (CT) 817 · 0 off
- Youth Consultation Service Tax Sheltered Annuity Plan (NJ) 818 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.