Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRINITY WASHINGTON UNIVERSITY

This Profit Sharing plan holds $34M in total assets and serves 179 participants as of 2024. It is sponsored by TRINITY WASHINGTON UNIVERSITY in District of Columbia. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$34M
Participants
179
Industry
Educational Services

What the Filing Says About TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN

TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by TRINITY WASHINGTON UNIVERSITY, headquartered in District of Columbia. As of the 2024 Form 5500 filing, the plan reports $34M in total end-of-year assets and covers 179 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 530196640, and the plan has been effective since 1949-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2024 to $34M at year-end — a gain of 8.0%. Net assets (after liabilities) closed the year at $34M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$32M
Total Assets (End of Year)$34M
Net Assets (End of Year)$34M
Net Income$3M
Plan TypeProfit Sharing
Employer EIN530196640
Plan Effective Date1949-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRINITY WASHINGTON UNIVERSITY)

Year Plans Participants Total Assets
2022 1 233 $28M
2023 1 234 $32M
2024 1 179 $34M

Nearby Profit Sharing Plans in District of Columbia

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN?
As of the 2024 Form 5500 filing, TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN holds $34M in total assets with 179 participants. It is sponsored by TRINITY WASHINGTON UNIVERSITY.
What type of plan is TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN?
TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 1949-09-01. The plan is filed with the U.S. Department of Labor under EIN 530196640.
Who sponsors the TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN?
TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN is sponsored by TRINITY WASHINGTON UNIVERSITY, located in District of Columbia. The sponsor's EIN is 530196640 and the plan operates in the Educational Services industry.
How did TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN perform in 2024?
TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN grew by 8.0% during 2024, moving from $32M to $34M in total assets. Net income was $3M.
Where can I find official filings for TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN?
Official Form 5500 filings for TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 530196640 or plan name at efast.dol.gov.
How does TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN compare to other plans?
You can compare TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in District of Columbia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 530196640.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.