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
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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

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

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.

See the national 2023→2024 release diff →

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

Palmer Trinity School 403(b) DC PlanPalmer Trinity School 403(b)…$34MPacific Northwest University of Health Sciences 403(b) Retirement PlanPacific Northwest University…$34MCrdf Retirement Plan and TrustCrdf Retirement Plan and Tru…$34MAnderson Regional Medical Center 403(b) PlanAnderson Regional Medical Ce…$34MBy the Bay Health 403(b) Plan$34M
End-of-year total assets ($M) among Palmer Trinity School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN237098500
Plan Effective Date1995-07-01
Filing StatusFILING 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
$20M$25M$30M$35M$40M 202220232024 $25.3M $34.3M ▲ +35.4%
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.

Palmer Trinity School 403(b) DC Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Palmer Trinity School 403(b) DC Plan, Total assets ($B): 0.034283379 · Participants: 198Palmer Trinity School 403(b) DC PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Palmer Trinity School 403(b) DC Plan vs. nearby Other plans in Florida, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Palmer Trinity School 403(b) DC Plan assets move in 2024?
Palmer Trinity School 403(b) DC Plan grew sharply - up 15.1% during 2024, from $30M to $34M. Reported net income was $4M.
How have Palmer Trinity Private School, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Palmer Trinity Private School, Inc.'s sponsor-wide assets grew 35.4%, from $25M to $34M.
Where does Palmer Trinity School 403(b) DC Plan rank by assets among Form 5500 filers?
Palmer Trinity School 403(b) DC Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Palmer Trinity School 403(b) DC Plan?
Among Other plans in other states, the closest by assets is Pacific Northwest University of Health Sciences 403(b) Retirement Plan in WA ($34M, 207 participants).
Which Other plans cover a similar participant headcount to Palmer Trinity School 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is Miss Porter's School 403(b) Retirement Plan in CT (198 participants, $58M in assets).