Other · DOL Form 5500 · 2023
Trinity College Retirement Plan
Data updated 2026-08-11
- $357M
- Total assets
- 709
- Participants
- 97th
- Percentile by assets
- $503,817
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $357M
- total plan assets (2023 EOY)
- 709
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $503,817
- avg assets per participant
Where Trinity College 403(b) Retirement Plan sits 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
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.
Trinity College 403(b) Retirement Plan vs the 2023 asset distribution
By assets, Trinity College 403(b) Retirement Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.6x the national average plan size of $100M (721 average participants).
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)
| 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.
Trinity College 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Trinity College 403(b) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Trinity College 403(b) Retirement Plan assets move in 2023? ▼
How have Trinity College plan assets changed over time? ▼
Where does Trinity College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Trinity College 403(b) Retirement Plan? ▼
Next read for Trinity College 403(b) Retirement Plan
Scale reading
Ways to act on Trinity College 403(b) Retirement Plan's numbers.
- By total assets, Trinity College 403(b) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Trinity College's sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Educational Services plans