Other · DOL Form 5500 · 2023
Trinity College Retirement Plan
Data updated 2026-08-25
- $357M
- Total assets Above avg plan size
- 709
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $503,817
- Avg per participant High balance/head
Official DOL plan name: Trinity College 403(b) Retirement Plan · Sponsored by Trinity College · Connecticut · Educational Services
$357M in assets, 709 participants
Trinity College's Trinity College 403(b) Retirement Plan reported $357M in total assets and 709 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.
- #3,547 in Educational Services (3,735 peers)
Where Trinity College 403(b) Retirement Plan sits by assets
Trinity College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $357M for 709 participants (~$503,817/participant), up 9.1% in 2023.
- #3,547
- in Educational Services (3,735 peers)
- +9.1%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Trinity College 403(b) Retirement Plan's outsized position by total assets
Trinity College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$357,206,313 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 College 403(b) Retirement 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 College 403(b) Retirement Plan sits mid-pack in the medium band (709 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trinity College 403(b) Retirement Plan reported net income rose from -$46M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Trinity College 403(b) Retirement Plan reported participants rose from 647 in the plan year 2022 filing to 709 in the plan year 2023 filing.
- Trinity College 403(b) Retirement Plan end-of-year assets rose from $328M in the plan year 2022 filing to $357M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 060646927 · Trinity College PY 2023 · Other
Trinity College 403(b) Retirement Plan · $357M · 709 · 97th
- VS-ST $357M
- VS-ST 709
- VS-ST 97th
- VS-ST Other
- VS-ST near Heritage Valley Health System 403(b) Plan
- VS-ST ind #3547
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 Connecticut →
Trinity College 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $328M |
|---|---|
| Net Assets (End of Year) | $357M |
| Net Income | $30M |
| Employer EIN | 060646927 |
| Plan Effective Date | 1925-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity College)
Sponsor-wide plan assets over time
All Trinity College plans reported in each filing year
- Latest sponsor-wide plan assets
- $381M 16.44401291486177% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 647 | $328M |
| 2023 | 1 | 709 | $357M |
| 2024 | 1 | 702 | $381M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $7.4B · 12,259
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
- Hartford Healthcare 403(b)Plan $643M · 5,192
Trinity College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Heritage Valley Health System 403(b) Plan in PA ($357M); by covered participants it is Northwestern Medical Center, Inc. 403(b) Plan in VT (709 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($357M here).
- Heritage Valley Health System 403(b) Plan (PA) $357M · 2,647
- Providence College 403(b) Plan (RI) $360M · 984
- American Heart Association, Inc. 403(b) Pension Plan (TX) $361M · 3,614
- Grinnell College Employees Retirement Savings Plan (IA) $353M · 810
Similar participant headcount
Nearest other-state filings by covered participants (709 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.