Other · DOL Form 5500 · 2023
Trinity Preparatory School of Florida, Inc. Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 136
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $191,415
- Avg per participant Above avg balance/head
Official DOL plan name: Trinity Preparatory School Defined Contribution Retirement Plan · Sponsored by Trinity Preparatory School of Florida, Inc. · Florida · Educational Services
$26M in assets, 136 participants
Trinity Preparatory School of Florida, Inc.'s Trinity Preparatory School Defined Contribution Retirement Plan reported $26M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #2,292 in Educational Services (3,735 peers)
Coverage in Florida
Trinity Preparatory School Defined Contribution Retirement Plan covers 136 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $26M.
- #2,292
- in Educational Services (3,735 peers)
- +10.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Trinity Preparatory School Defined Contribution Retirement Plan's outsized position by total assets
Trinity Preparatory School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,032,393 Top 23% higher than 77% 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 Preparatory School Defined Contribution 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 Preparatory School Defined Contribution Retirement Plan sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trinity Preparatory School Defined Contribution Retirement Plan reported net income rose from $916K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Trinity Preparatory School Defined Contribution Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Trinity Preparatory School Defined Contribution Retirement Plan reported participants fell from 139 in the plan year 2022 filing to 136 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 591156418 · Trinity Preparatory School of Florida, Inc. PY 2023 · Other
Trinity Preparatory School Defined Contribution Retirement Plan · $26M · 136 · 77th
- EIN $26M
- EIN 136
- EIN 77th
- EIN Other
- EIN near National Council of State Boards of Nursing, Inc. 403(b) DC Plan
- EIN ind #2292
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 →
Trinity Preparatory School Defined Contribution Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $2M |
| Employer EIN | 591156418 |
| Plan Effective Date | 1989-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity Preparatory School of Florida, Inc.)
Sponsor-wide plan assets over time
All Trinity Preparatory School of Florida, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 33.00605305304266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $24M |
| 2023 | 1 | 136 | $26M |
| 2024 | 1 | 133 | $31M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Trinity Preparatory School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is National Council of State Boards of Nursing, Inc. 403(b) DC Plan in IL ($26M); by covered participants it is The Corporate Source, Inc. Pr 401(k) Plan in NY (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- The Corporate Source, Inc. Pr 401(k) Plan (NY) 136 · 0 off
- 403(b) Thrift Plan of Oakland Family Services (MI) 136 · 0 off
- Toyota De Puerto Rico, Corp. Savings and Investment (PR) 136 · 0 off
- Jva, Inc. Employees' Stock Bonus Plan and Trust (CO) 136 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.