Other · DOL Form 5500 · 2023

Trinity Episcopal School Corporation Retirement Plan

Data updated 2026-08-11

$84M
Total assets
256
Participants
90th
Percentile by assets
$327,474
Avg per participant
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Official DOL plan name: Trinity Episcopal School Corporation Defined Contribution Retirement Plan · Sponsored by Trinity Episcopal School Corporation · New York · Educational Services

$84M in assets, 256 participants

Trinity Episcopal School Corporation's Trinity Episcopal School Corporation Defined Contribution Retirement Plan reported $84M in total assets and 256 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 127,072 plans)
  • #3,074 in Educational Services (3,735 peers)

Coverage in New York

Trinity Episcopal School Corporation Defined Contribution Retirement Plan covers 256 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $84M.

$84M
total plan assets (2023 EOY)
256
covered participants
90th
percentile by assets (of 127,072 plans)
$327,474
avg assets per participant

Where Trinity Episcopal School Corporation Defined Contribution Retirement Plan sits by total assets

Trinity Episcopal School Corporation Defined Contribution Retirement Plan vs every filed plan by assets

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

$83,833,238 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trinity Episcopal School Corporation Defined Contribution Retirement Plan reported net income rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Trinity Episcopal School Corporation Defined Contribution Retirement Plan end-of-year assets rose from $73M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Trinity Episcopal School Corporation Defined Contribution Retirement Plan reported participants fell from 271 in the plan year 2022 filing to 256 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Educational Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Trinity Episcopal School Corporation Defined Contribution Retirement Plan reports 256 participants - about 32% of that state average ($84M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$84M
Net Income$10M
Employer EIN135563003
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Episcopal School Corporation)

$120M$130M$140M$150M$160M$170M 202220232024 $133M $163M ▲ +22.8%
Total plan assets by year, all Trinity Episcopal School Corporation plans on file
Year Plans Participants Total Assets
2022 3 535 $133M
2023 3 523 $152M
2024 3 523 $163M

Nearby Other Plans in New York

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

Trinity Episcopal School Corporation Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Trinity Episcopal Sc…, Total assets ($B): 0.083833238 · Participants: 256Trinity Episcopal Sc…Northwell Health 403…, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medi…University of Roches…, Total assets ($B): 7.214339559 · Participants: 28970University of Roches…Memorial Sloan Kette…, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for …
Trinity Episcopal School Corporation Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Trinity Episcopal School Corporation Def… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Trinity Episcopal School Corporation Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Trinity Episcopal School Corporation Defined Contribution Retirement Plan assets move in 2023? ▼
Trinity Episcopal School Corporation Defined Contribution Retirement Plan grew at a solid clip - up 14.2% during 2023, from $73M to $84M. Reported net income was $10M.
How have Trinity Episcopal School Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Episcopal School Corporation's sponsor-wide assets grew 22.8%, from $133M to $163M.
Where does Trinity Episcopal School Corporation Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Trinity Episcopal School Corporation Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Trinity Episcopal School Corporation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Northfield Mount Hermon Retirement Savings and Investment Plan in MA ($84M, 274 participants).

Next read for Trinity Episcopal School Corporation Def…

Filing takeaways

Ways to act on Trinity Episcopal School Corporation Defined Contribution Retirement Plan's numbers.

  • By total assets, Trinity Episcopal School Corporation Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans
  • Trinity Episcopal School Corporation's sponsor-wide assets have grown 22.8% since 2022 across 3 plan years on file. More Educational Services plans

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 135563003.

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.