Other · DOL Form 5500 · 2024

Trinity School of Midland, Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
217
Participants Below avg headcount
69th
Percentile by assets National rank
$84,849
Avg per participant Below avg balance/head
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Official DOL plan name: Trinity School of Midland, Inc. 403(b) DC Plan · Sponsored by Trinity School of Midland, Inc. · Texas · Educational Services

$18M in assets, 217 participants

Trinity School of Midland, Inc.'s Trinity School of Midland, Inc. 403(b) DC Plan reported $18M in total assets and 217 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,878 in Educational Services (3,638 peers)

Coverage in Texas

Trinity School of Midland, Inc. 403(b) DC Plan covers 217 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#1,878
in Educational Services (3,638 peers)
+9.4%
assets growth YoY

Trinity School of Midland, Inc. 403(b) DC Plan's outsized position by total assets

Trinity School of Midland, Inc. 403(b) DC Plan vs every filed plan by assets

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

$18,412,295 Top 31% higher than 69% 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 School of Midland, Inc. 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. Trinity School of Midland, Inc. 403(b) DC Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trinity School of Midland, Inc. 403(b) DC Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Trinity School of Midland, Inc. 403(b) DC Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Trinity School of Midland, Inc. 403(b) DC Plan reported participants rose from 200 in the plan year 2023 filing to 217 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 750995808 · Trinity School of Midland, Inc. PY 2024 · Other

Trinity School of Midland, Inc. 403(b) DC Plan · $18M · 217 · 69th

  • ASSETS $18M
  • ASSETS 217
  • ASSETS 69th
  • ASSETS Other
  • ASSETS near Naropa University Defined Contribution Plan
  • ASSETS ind #1878

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 Texas →

Trinity School of Midland, Inc. 403(b) DC Plan in the asset neighbourhood

Edmund Burke School Optional Retirement PlanEdmund Burke School Optional…$18M403(b) Thrift Plan for Legal Services403(b) Thrift Plan for Legal…$18MTrinity School of Midland, Inc. 403(b) DC PlanTrinity School of Midland, I…$18MNaropa University Defined Contribution PlanNaropa University Defined Co…$18MOrleans Community Health Retirement Savings 403(b) PlanOrleans Community Health Ret…$18M
End-of-year total assets ($M) among Trinity School of Midland, Inc. 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN750995808
Plan Effective Date1985-07-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity School of Midland, Inc.)

Sponsor-wide plan assets over time

All Trinity School of Midland, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 23.756306684884336% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.9M $18.4M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 178 $15M
2023 1 200 $17M
2024 1 217 $18M

Nearby Other Plans in Texas

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

Trinity School of Midland, Inc. 403(b) DC Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Trinity School of Midland, Inc. 403(b) DC Plan, Total assets ($B): 0.018412295 · Participants: 217Trinity School of Midland, Inc. 403(b) DC PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
Trinity School of Midland, Inc. 403(b) DC Plan vs. nearby Other plans in Texas, assets vs. participants

Trinity School of Midland, Inc. 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Naropa University Defined Contribution Plan in CO ($18M); by covered participants it is Greater Springfield Senior Services 403(b) Thrift Plan in MA (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 School of Midland, Inc. 403(b) DC Plan assets move in 2024?
Trinity School of Midland, Inc. 403(b) DC Plan grew at a solid clip - up 9.4% during 2024, from $17M to $18M. Reported net income was $2M.
How have Trinity School of Midland, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Trinity School of Midland, Inc.'s sponsor-wide assets grew 23.8%, from $15M to $18M.
Which Other plans are similar in size to Trinity School of Midland, Inc. 403(b) DC Plan?
Among Other plans in other states, the closest by assets is Naropa University Defined Contribution Plan in CO ($18M, 197 participants).
Which Other plans cover a similar participant headcount to Trinity School of Midland, Inc. 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is Greater Springfield Senior Services 403(b) Thrift Plan in MA (217 participants, $12M in assets).