401(k) · DOL Form 5500 · 2023
Trinity Health Corporation 401(k) Plan
Data updated 2026-08-25
- $722M
- Total assets Above avg plan size
- 5,942
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $121,490
- Avg per participant Near avg balance/head
Official DOL plan name: Trinity Health 401(k) Retirement Savings Plan · Sponsored by Trinity Health Corporation · Michigan · Healthcare & Social Assistance
$722M in assets, 5,942 participants
Trinity Health Corporation's Trinity Health 401(k) Retirement Savings Plan reported $722M in total assets and 5,942 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,385 in Healthcare & Social Assistance (17,684 peers)
Coverage in Michigan
Trinity Health 401(k) Retirement Savings Plan covers 5,942 participants in Michigan, 9.3x the typical Michigan plan (state average ~638 per filing). Assets: $722M.
- #17,385
- in Healthcare & Social Assistance (17,684 peers)
- +10.3%
- assets growth YoY
- 7.2×
- vs typical plan assets (national mean)
Trinity Health 401(k) Retirement Savings Plan's outsized position by total assets
Trinity Health 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$721,892,288 Top 2% higher than 98% 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 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trinity Health 401(k) Retirement Savings Plan lands in the large band (5,942 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trinity Health 401(k) Retirement Savings Plan reported net income rose from -$196M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Trinity Health 401(k) Retirement Savings Plan reported participants fell from 6,709 in the plan year 2022 filing to 5,942 in the plan year 2023 filing.
- Trinity Health 401(k) Retirement Savings Plan end-of-year assets rose from $655M in the plan year 2022 filing to $722M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 351443425 · Trinity Health Corporation PY 2023 · 401(k)
Trinity Health 401(k) Retirement Savings Plan · $722M · 5,942 · 98th
- PHOTO $722M
- PHOTO 5,942
- PHOTO 98th
- PHOTO 401(k)
- PHOTO near Navient 401(k) Savings Plan
- PHOTO ind #17385
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 401(k) Retirement Savings Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $655M |
|---|---|
| Net Assets (End of Year) | $722M |
| Net Income | $67M |
| Employer EIN | 351443425 |
| Plan Effective Date | 1986-01-01 |
| 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 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Scale composition for Trinity Health 401(k) Retirement Savings Plan
Trinity Health 401(k) Retirement Savings Plan reports $722M in end-of-year assets across 5,942 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $121,490 per participant (88% of the national average assets-per-participant) . Net income for plan year 2023 was $67M.
This plan identity (EIN 351443425, plan #012) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $655M to $779M (+19.1%) while covered participants moved from 6,709 to 5,709 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,709 | $655M | Open filing |
| 2023 | 5,942 | $722M | This page |
| 2024 · index core | 5,709 | $779M | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Trinity Health 401(k) Retirement Savings Plan (401(k), $779M, 5,709 participants)
- Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) (Other, $403M, 746 participants)
- Genesis Health System Retirement Savings Plan (Other, $361M, 4,680 participants)
- Genesis Employer Contribution Plan (401(k), $145M, 4,680 participants)
Trinity Health 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Navient 401(k) Savings Plan in DE ($722M); by covered participants it is Signature Consultants 401(k) Plan in FL (5,941 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($722M here).
- Navient 401(k) Savings Plan (DE) $722M · 4,106
- Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan (MA) $722M · 2,150
- Brightspring Health Services Retirement Savings Plan (KY) $722M · 42,866
- Rich's 401(k) Plan (NY) $722M · 5,915
Similar participant headcount
Nearest other-state filings by covered participants (5,942 participants); asset peers above are excluded.
- Signature Consultants 401(k) Plan (FL) 5,941 · 1 off
- Nfp Corp. 401(k) Plan (NY) 5,935 · 7 off
- Retirement Savings Plan for Daikin Group Affiliated Companies (MN) 5,930 · 12 off
- Benihana 401(k) Plan (FL) 5,928 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.