Other · DOL Form 5500 · 2024
Trinity Health Corporation Retirement Plan
Data updated 2026-08-25
- $403M
- Total assets Above avg plan size
- 746
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $540,634
- Avg per participant High balance/head
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.
- #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.
- #16,367
- in Healthcare & Social Assistance (16,916 peers)
- +4.8%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)'s outsized position by total assets
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$403,312,988 Top 3% higher than 97% 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
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) 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 Health Corporation ERISA 403(b) Retirement Plan (Frozen) sits mid-pack in the medium band (746 participants).
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.
Plan-year Form 5500 strip
Filing strip 351443425 · Trinity Health Corporation PY 2024 · Other
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) · $403M · 746 · 97th
- EOY $403M
- 5500 746
- ASSETS 97th
- PCT Other
- EIN near Swedishamerican 403(b) Incentivesaver Plan
- RANK ind #16367
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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $385M |
|---|---|
| Net Assets (End of Year) | $403M |
| Net Income | $19M |
| Employer EIN | 351443425 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity Health Corporation)
Sponsor-wide plan assets over time
All Trinity Health Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 66.33589934616316% vs 2022
- 2024 filing year
| 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.
- Fca US LLC UAW Savings Plan $5.2B · 44,591
- Fca US LLC Salaried Employees' Savings Plan $5.1B · 15,683
- Spectrum Health System 403(b) Plan $3.2B · 32,821
- Beaumont Health 403(b) Retirement Savings Plan $3.0B · 34,160
- Henry Ford Health System Heritage 403(b) Plan $1.4B · 14,465
Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)'s out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Swedishamerican 403(b) Incentivesaver Plan in IL ($402M); by covered participants it is Baycare Health System 403(b) Program in FL (745 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($403M here).
Similar participant headcount
Nearest other-state filings by covered participants (746 participants); asset peers above are excluded.
- Baycare Health System 403(b) Program (FL) 745 · 1 off
- Cedarville University Retirement Savings Plan (OH) 747 · 1 off
- Hamilton College 403(b) Retirement Plan (NY) 748 · 2 off
- Rhodes College Defined Contribution Retirement Plan (TN) 748 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.