Other · DOL Form 5500 · 2023

Trinity Episcopal School Corporation Retirement Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
256
Participants Below avg headcount
90th
Percentile by assets National rank
$327,474
Avg per participant High balance/head
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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.

  • #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.

#3,074
in Educational Services (3,735 peers)
+14.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Trinity Episcopal School Corporation Defined Contribution Retirement Plan's outsized position 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 $2,050,000,000 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

Trinity Episcopal School Corporation 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 Episcopal School Corporation Defined Contribution Retirement Plan sits mid-pack in the medium band (256 participants).

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 →

Published 5500 schedule card

Filing strip 135563003 · Trinity Episcopal School Corporation PY 2023 · Other

Trinity Episcopal School Corporation Defined Contribution Retirement Plan · $84M · 256 · 90th

  • NET $84M
  • BOOK 256
  • VS-ST 90th
  • BOY Other
  • SCH near Northfield Mount Hermon Retirement Savings and Investment Plan
  • EBSA ind #3074

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 New York →

Trinity Episcopal School Corporation Defined Contribution Retirement Plan in the asset neighbourhood

Mid-Pacific Institute 403(b) Retirement PlanMid-Pacific Institute 403(b)…$84MTrinity Episcopal School Corporation Defined Contribution Retirement PlanTrinity Episcopal School Cor…$84MNorthfield Mount Hermon Retirement Savings and Investment PlanNorthfield Mount Hermon Reti…$84MDwight Englewood School 403(b) Retirement Savings PlanDwight Englewood School 403(…$84MHabitat for Humanity 403(b) PlanHabitat for Humanity 403(b) …$84M
End-of-year total assets ($M) among Trinity Episcopal School Corporation Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Trinity Episcopal School Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$163M 22.7798222846377% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $133M $163M ▲ +22.8%
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 ($B) Participants Trinity Episcopal School Corporation Defined Contribution Retirement Plan, Total assets ($B): 0.083833238 · Participants: 256Trinity Episcopal School Corporation Defined Contribution Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Trinity Episcopal School Corporation Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Trinity Episcopal School Corporation Defined Contribution Retirement Plan side-by-side with 3 peers →

Trinity Episcopal School Corporation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Northfield Mount Hermon Retirement Savings and Investment Plan in MA ($84M); by covered participants it is Center for Sustainable Energy in CA (256 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (256 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 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).
Which Other plans cover a similar participant headcount to Trinity Episcopal School Corporation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Center for Sustainable Energy in CA (256 participants, $13M 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 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.