Other · DOL Form 5500 · 2023

Trinity-Pawling School Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
107
Participants Small participant base
79th
Percentile by assets National rank
$279,902
Avg per participant High balance/head
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Official DOL plan name: Trinity-Pawling School Retirement Plan · Sponsored by Trinity-Pawling School · New York · Educational Services

$30M in assets, 107 participants

Trinity-Pawling School's Trinity-Pawling School Retirement Plan reported $30M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,399 in Educational Services (3,735 peers)

Coverage in New York

Trinity-Pawling School Retirement Plan covers 107 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $30M.

#2,399
in Educational Services (3,735 peers)
+14.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Trinity-Pawling School Retirement Plan's outsized position by total assets

Trinity-Pawling School Retirement Plan vs every filed plan by assets

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

$29,949,523 Top 21% higher than 79% 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-Pawling School 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-Pawling School Retirement Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trinity-Pawling School Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Trinity-Pawling School Retirement Plan reported participants rose from 93 in the plan year 2022 filing to 107 in the plan year 2023 filing.
  • Trinity-Pawling School Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 141601551 · Trinity-Pawling School PY 2023 · Other

Trinity-Pawling School Retirement Plan · $30M · 107 · 79th

  • TYPE $30M
  • NET 107
  • BOOK 79th
  • VS-ST Other
  • BOY near Jewish Family and Children's Services 403(b) Plan
  • SCH ind #2399

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-Pawling School Retirement Plan in the asset neighbourhood

Salem Regional Medical Center 403(b) PlanSalem Regional Medical Cente…$30MAgespan, Inc. Tax Sheltered AnnuityAgespan, Inc. Tax Sheltered …$30MParker University 403(b) DC PlanParker University 403(b) DC …$30MTrinity-Pawling School Retirement PlanTrinity-Pawling School Retir…$30MJewish Family and Children's Services 403(b) PlanJewish Family and Children's…$30M
End-of-year total assets ($M) among Trinity-Pawling School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN141601551
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity-Pawling School)

Sponsor-wide plan assets over time

All Trinity-Pawling School plans reported in each filing year

Latest sponsor-wide plan assets
$34M 28.735163467442543% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $26.2M $33.7M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 93 $26M
2023 1 107 $30M
2024 1 108 $34M

Nearby Other Plans in New York

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

Trinity-Pawling School Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Trinity-Pawling School Retirement Plan, Total assets ($B): 0.029949523 · Participants: 107Trinity-Pawling School 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-Pawling School Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Trinity-Pawling School Retirement Plan side-by-side with 3 peers →

Trinity-Pawling School Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Jewish Family and Children's Services 403(b) Plan in CA ($30M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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-Pawling School Retirement Plan assets move in 2023? ▼
Trinity-Pawling School Retirement Plan grew at a solid clip - up 14.4% during 2023, from $26M to $30M. Reported net income was $4M.
How have Trinity-Pawling School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity-Pawling School's sponsor-wide assets grew 28.7%, from $26M to $34M.
Where does Trinity-Pawling School Retirement Plan rank by assets among Form 5500 filers? ▼
Trinity-Pawling School Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Trinity-Pawling School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Jewish Family and Children's Services 403(b) Plan in CA ($30M, 496 participants).
Which Other plans cover a similar participant headcount to Trinity-Pawling School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (107 participants, $7M 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 141601551.

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.