401(k) · DOL Form 5500 · 2023

Trinity Academy 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 100
Participants Small participant base: 38th
Percentile by assets National rank: $33,910
Avg per participant Low balance/head

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Official DOL plan name: Trinity Academy 401(k) Plan · Sponsored by Trinity Academy · Kansas · Educational Services

$3M in assets, 100 participants

Trinity Academy's Trinity Academy 401(k) Plan reported $3M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

#919 in Educational Services (3,735 peers)

Coverage in Kansas

Trinity Academy 401(k) Plan covers 100 participants in Kansas, about 28% of the average Kansas filer (state average ~360 per filing). Assets: $3M.

#919
in Educational Services (3,735 peers): +15.6%
assets growth YoY

Trinity Academy 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Trinity Academy 401(k) Plan vs every filed plan by assets

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

$3,391,008 38th percentile higher than 38% 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 Academy 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trinity Academy 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Trinity Academy 401(k) Plan reported net income rose from $364K in the plan year 2022 filing to $459K in the plan year 2023 filing.
Trinity Academy 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Trinity Academy 401(k) Plan reported participants rose from 97 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 481137874 · Trinity Academy PY 2023 · 401(k)

Trinity Academy 401(k) Plan · $3M · 100 · 38th

PHOTO $3M
IND 100
EOY 38th
5500 401(k)
ASSETS near Avants Operations, LLC 401(k) Plan
PCT ind #919

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 Kansas →

End-of-year total assets ($M) among Trinity Academy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$459K
Employer EIN	481137874
Plan Effective Date	2008-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trinity Academy)

Latest sponsor-wide plan assets: $5M 62.512217497024494% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	97	$3M
2023	1	100	$3M
2024	1	101	$5M

Nearby 401(k) Plans in Kansas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Trinity Academy 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants

Koch Employees' Savings Plan $3.9B · 11,911
Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
Black & Veatch Retirement Program $2.7B · 6,890
Garmin International, Inc. Retirement Plan $1.8B · 6,332
Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704

Compare Trinity Academy 401(k) Plan side-by-side with 3 peers →

Trinity Academy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Avants Operations, LLC 401(k) Plan in GA ($3M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Avants Operations, LLC 401(k) Plan (GA) $3M · 219
Hampton Direct, Inc. 401(k) Profit Sharing Plan (WA) $3M · 16
Virginia Perio, Ltd. Profit Sharing Plan (VA) $3M · 10
Kingdom Services 401(k) Plan (KY) $3M · 82

Similar participant headcount

Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.

Carteret Management Corporation 401(k) Plan (FL) 100 · 0 off
Tantara Transportation Corp. 401(k) Plan & Trust (IA) 100 · 0 off
Alexander's Contract Services, Inc.401-K Plan (CA) 100 · 0 off
Coffman Truck Sales, Inc. 401(k) Plan (IL) 100 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trinity Academy 401(k) Plan assets move in 2023? ▼

Trinity Academy 401(k) Plan grew sharply - up 15.6% during 2023, from $3M to $3M. Reported net income was $459K.

How have Trinity Academy plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trinity Academy's sponsor-wide assets grew 62.5%, from $3M to $5M.

Which 401(k) plans are similar in size to Trinity Academy 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Avants Operations, LLC 401(k) Plan in GA ($3M, 219 participants).

Which 401(k) plans cover a similar participant headcount to Trinity Academy 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K in assets).

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 481137874.