Other · DOL Form 5500 · 2024
Palmer Trinity Private School, Inc. Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 198
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $173,148
- Avg per participant Above avg balance/head
Official DOL plan name: Palmer Trinity School 403(b) DC Plan · Sponsored by Palmer Trinity Private School, Inc. · Florida · Educational Services
$34M in assets, 198 participants
Palmer Trinity Private School, Inc.'s Palmer Trinity School 403(b) DC Plan reported $34M in total assets and 198 participants in its 2024 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.
- #2,349 in Educational Services (3,638 peers)
Coverage in Florida
Palmer Trinity School 403(b) DC Plan covers 198 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $34M.
- #2,349
- in Educational Services (3,638 peers)
- +15.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Palmer Trinity School 403(b) DC Plan's outsized position by total assets
Palmer Trinity School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,283,379 Top 21% higher than 79% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Palmer Trinity School 403(b) DC Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palmer Trinity School 403(b) DC Plan sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Palmer Trinity School 403(b) DC Plan end-of-year assets rose from $30M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Palmer Trinity School 403(b) DC Plan reported participants fell from 212 in the plan year 2023 filing to 198 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 237098500 · Palmer Trinity Private School, Inc. PY 2024 · Other
Palmer Trinity School 403(b) DC Plan · $34M · 198 · 79th
- ASSETS $34M
- PCT 198
- EIN 79th
- RANK Other
- PHOTO near Pacific Northwest University of Health Sciences 403(b) Retirement Plan
- IND ind #2349
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 →
Palmer Trinity School 403(b) DC Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 237098500 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palmer Trinity Private School, Inc.)
Sponsor-wide plan assets over time
All Palmer Trinity Private School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 35.41472934002214% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $25M |
| 2023 | 1 | 212 | $30M |
| 2024 | 1 | 198 | $34M |
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 $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Palmer Trinity School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Pacific Northwest University of Health Sciences 403(b) Retirement Plan in WA ($34M); by covered participants it is Miss Porter's School 403(b) Retirement Plan in CT (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Pacific Northwest University of Health Sciences 403(b) Retirement Plan (WA) $34M · 207
- Crdf Retirement Plan and Trust (VA) $34M · 170
- Anderson Regional Medical Center 403(b) Plan (MS) $34M · 1,645
- By the Bay Health 403(b) Plan (CA) $34M · 387
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Miss Porter's School 403(b) Retirement Plan (CT) 198 · 0 off
- Friends Academy Defined Contribution Retirement Plan (NY) 198 · 0 off
- Retirement Plan of Bridges Healthcare, Inc. (CT) 198 · 0 off
- Sobro 403(b) Retirement Plan (NY) 198 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.