Other · DOL Form 5500 · 2024

Trinity Health Corporation Retirement Plan

Data updated 2026-08-11

$403M
Total assets
746
Participants
97th
Percentile by assets
$540,634
Avg per participant
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Official DOL plan name: Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) · Sponsored by Trinity Health Corporation · Michigan · Healthcare & Social Assistance

$403M in assets, 746 participants

Trinity Health Corporation's Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) reported $403M in total assets and 746 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 123,622 plans)
  • #16,367 in Healthcare & Social Assistance (16,916 peers)

Where Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) sits by assets

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) sits in the top 5% of all filed plans by assets, $403M for 746 participants (~$540,634/participant), up 4.8% in 2024.

$403M
total plan assets (2024 EOY)
746
covered participants
97th
percentile by assets (of 123,622 plans)
$540,634
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) reported net income fell from $25M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) reported participants fell from 817 in the plan year 2023 filing to 746 in the plan year 2024 filing.
  • Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) end-of-year assets rose from $385M in the plan year 2023 filing to $403M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Michigan
Industry
Healthcare & Social Assistance

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) vs the 2024 asset distribution

By assets, Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$385M
Net Assets (End of Year)$403M
Net Income$19M
Employer EIN351443425
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Health Corporation)

$0.5B$1B$1.5B$2B 202220232024 $1.01B $1.69B ▲ +67.3%
Total plan assets by year, all Trinity Health Corporation plans on file
Year Plans Participants Total Assets
2022 3 10,207 $1.0B
2023 2 6,759 $1.1B
2024 4 15,815 $1.7B

Nearby Other Plans in Michigan

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

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) vs. nearby Other plans in Michigan, assets vs. participants

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 0246 Total assets ($B) Participants Trinity Health Corpo…Fca US LLC UAW Savin…Fca US LLC Salaried …Spectrum Health Syst…Beaumont Health 403(…Henry Ford Health Sy…
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) vs. nearby Other plans in Michigan, assets vs. participants
Compare Trinity Health Corporation ERISA 403(b) … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) by total assets, not by location.

Frequently Asked Questions

How did Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) assets move in 2024? ▼
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) edged up modestly - up 4.8% during 2024, from $385M to $403M. Reported net income was $19M.
How have Trinity Health Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Health Corporation's sponsor-wide assets grew 66.3%, from $1.0B to $1.7B.
Where does Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) rank by assets among Form 5500 filers? ▼
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)? ▼
Among Other plans in other states, the closest by assets is Swedishamerican 403(b) Incentivesaver Plan in IL ($402M, 3,754 participants).

Next read for Trinity Health Corporation ERISA 403(b) …

Scale reading

Ways to act on Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)'s numbers.

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 351443425.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.