Other · DOL Form 5500 · 2023

Holy Trinity Episcopal Academy Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
165
Participants Small participant base
63rd
Percentile by assets National rank
$76,123
Avg per participant Below avg balance/head
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Official DOL plan name: Htea Employee Retirement Plan · Sponsored by Holy Trinity Episcopal Academy · Florida · Educational Services

$13M in assets, 165 participants

Holy Trinity Episcopal Academy's Htea Employee Retirement Plan reported $13M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,727 in Educational Services (3,735 peers)

Coverage in Florida

Htea Employee Retirement Plan covers 165 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#1,727
in Educational Services (3,735 peers)
+12.6%
assets growth YoY

Htea Employee Retirement Plan's mid-pack asset rank among Educational Services and all filers

Htea Employee Retirement Plan vs every filed plan by assets

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

$12,560,239 Top 37% higher than 63% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Htea Employee 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. Htea Employee Retirement Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Htea Employee Retirement Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Htea Employee Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Htea Employee Retirement Plan reported participants rose from 162 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 590823947 · Holy Trinity Episcopal Academy PY 2023 · Other

Htea Employee Retirement Plan · $13M · 165 · 63rd

  • PART $13M
  • PART 165
  • PART 63rd
  • PART Other
  • PART near The Baby Fold 403(b) Retirement Savings Plan
  • PART ind #1727

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 Florida →

Htea Employee Retirement Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of Norwegian Christian Home and Health Center403(b) Thrift Plan for Emplo…$13M403(b) Thrift Plan of Cathedral Square Corporation403(b) Thrift Plan of Cathed…$13MHtea Employee Retirement Plan$13MThe Baby Fold 403(b) Retirement Savings PlanThe Baby Fold 403(b) Retirem…$13MThe Henry L. Stimson Center 403(b) DC PlanThe Henry L. Stimson Center …$13M
End-of-year total assets ($M) among Htea Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN590823947
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holy Trinity Episcopal Academy)

Sponsor-wide plan assets over time

All Holy Trinity Episcopal Academy plans reported in each filing year

Latest sponsor-wide plan assets
$14M 26.305917127148575% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.2M $14.1M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 162 $11M
2023 1 165 $13M
2024 1 163 $14M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Htea Employee Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Htea Employee Retirement Plan, Total assets ($B): 0.012560239 · Participants: 165Htea Employee Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Htea Employee Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Htea Employee Retirement Plan side-by-side with 3 peers →

Htea Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is The Baby Fold 403(b) Retirement Savings Plan in IL ($13M); by covered participants it is The Derryfield School Defined Contribution Retirement Plan in NH (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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.

Frequently Asked Questions

How did Htea Employee Retirement Plan assets move in 2023? ▼
Htea Employee Retirement Plan grew at a solid clip - up 12.6% during 2023, from $11M to $13M. Reported net income was $1M.
How have Holy Trinity Episcopal Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holy Trinity Episcopal Academy's sponsor-wide assets grew 26.3%, from $11M to $14M.
Which Other plans are similar in size to Htea Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Baby Fold 403(b) Retirement Savings Plan in IL ($13M, 238 participants).
Which Other plans cover a similar participant headcount to Htea Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Derryfield School Defined Contribution Retirement Plan in NH (165 participants, $29M 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 590823947.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.