Other · DOL Form 5500 · 2024

Trinity Anglican Seminary Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
38
Participants Small participant base
47th
Percentile by assets National rank
$173,209
Avg per participant Above avg balance/head
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Official DOL plan name: Trinity Anglican Seminary Retirement Plan 3 · Sponsored by Trinity Anglican Seminary · Pennsylvania · Educational Services

$7M in assets, 38 participants

Trinity Anglican Seminary's Trinity Anglican Seminary Retirement Plan 3 reported $7M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,129 in Educational Services (3,638 peers)

2024 asset change

Trinity Anglican Seminary Retirement Plan 3 grew at a solid clip 9.0% in 2024 ($6M → $7M) for 38 participants.

#1,129
in Educational Services (3,638 peers)
+9.0%
assets growth YoY

Trinity Anglican Seminary Retirement Plan 3's mid-pack asset rank among Educational Services and all filers

Trinity Anglican Seminary Retirement Plan 3 vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,581,923 47th percentile higher than 47% of 123,620 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 2024

Trinity Anglican Seminary Retirement Plan 3 among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trinity Anglican Seminary Retirement Plan 3 is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trinity Anglican Seminary Retirement Plan 3 reported net income rose from -$278K in the plan year 2023 filing to $544K in the plan year 2024 filing.
  • Trinity Anglican Seminary Retirement Plan 3 end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Trinity Anglican Seminary Retirement Plan 3 reported participants fell from 39 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251271008 · Trinity Anglican Seminary PY 2024 · Other

Trinity Anglican Seminary Retirement Plan 3 · $7M · 38 · 47th

  • PHOTO $7M
  • IND 38
  • EOY 47th
  • 5500 Other
  • ASSETS near 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc.
  • PCT ind #1129

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 Pennsylvania →

Trinity Anglican Seminary Retirement Plan 3 in the asset neighbourhood

The Fresh Air Fund Tax Sheltered Annuity PlanThe Fresh Air Fund Tax Shelt…$7MFamily Development Services Inc. 403b Retirement PlanFamily Development Services …$7MBottom Line 403(b) Plan$7MTrinity Anglican Seminary Retirement Plan 3Trinity Anglican Seminary Re…$7M403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc.403(b) Thrift Plan of Cliffo…$7M
End-of-year total assets ($M) among Trinity Anglican Seminary Retirement Plan 3 and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Trinity Anglican Seminary years around the 2024 move

Sponsor-wide plan assets over time

All Trinity Anglican Seminary plans reported in each filing year

Latest sponsor-wide plan assets
$7M 4.224564601617447% vs 2022
2024 filing year
$5.8M$6M$6.2M$6.4M$6.6M$6.8M 202220232024 $6.32M $6.58M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 37 $6M
2023 1 39 $6M
2024 1 38 $7M

2024 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$544K
Employer EIN251271008
Plan Effective Date2021-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Trinity Anglican Seminary Retirement Plan 3 vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Trinity Anglican Seminary Retirement Plan 3, Total assets ($B): 0.006581923 · Participants: 38Trinity Anglican Seminary Retirement Plan 3The University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Trinity Anglican Seminary Retirement Plan 3 vs. nearby Other plans in Pennsylvania, assets vs. participants

Trinity Anglican Seminary Retirement Plan 3's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. in CT ($7M); by covered participants it is Harbor Country Day School 403(b) DC Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trinity Anglican Seminary Retirement Plan 3 assets move in 2024?
Trinity Anglican Seminary Retirement Plan 3 grew at a solid clip - up 9.0% during 2024, from $6M to $7M. Reported net income was $544K.
How have Trinity Anglican Seminary plan assets changed over time?
Across 3 plan years on file (2022-2024), Trinity Anglican Seminary's sponsor-wide assets grew 4.2%, from $6M to $7M.
Which Other plans are similar in size to Trinity Anglican Seminary Retirement Plan 3?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. in CT ($7M, 242 participants).
Which Other plans cover a similar participant headcount to Trinity Anglican Seminary Retirement Plan 3?
Among Other plans in other states, the closest by covered participants is Harbor Country Day School 403(b) DC Plan in NY (38 participants, $4M in assets).