401(k) · DOL Form 5500 · 2024

Trinity Medical Wny PC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
426
Participants Below avg headcount
73rd
Percentile by assets National rank
$53,945
Avg per participant Low balance/head
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Official DOL plan name: Trinity Medical Wny 403(b) Plan · Sponsored by Trinity Medical Wny PC · New York · Healthcare & Social Assistance

$23M in assets, 426 participants

Trinity Medical Wny PC's Trinity Medical Wny 403(b) Plan reported $23M in total assets and 426 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,025 in Healthcare & Social Assistance (16,916 peers)

Trinity Medical Wny PC multi-year trail

Trinity Medical Wny PC's plans moved +84.5% in assets from 2022 to 2024; this filing shows Trinity Medical Wny 403(b) Plan at $23M / 426 participants.

#13,025
in Healthcare & Social Assistance (16,916 peers)
+33.7%
assets growth YoY

Trinity Medical Wny 403(b) Plan's outsized position by total assets

Trinity Medical Wny 403(b) Plan vs every filed plan by assets

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

$22,980,446 Top 27% higher than 73% 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 Medical Wny 403(b) 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 Medical Wny 403(b) Plan sits mid-pack in the medium band (426 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trinity Medical Wny 403(b) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Trinity Medical Wny 403(b) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Trinity Medical Wny 403(b) Plan reported participants rose from 377 in the plan year 2023 filing to 426 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 272576645 · Trinity Medical Wny PC PY 2024 · 401(k)

Trinity Medical Wny 403(b) Plan · $23M · 426 · 73rd

  • NET $23M
  • NET 426
  • NET 73rd
  • NET 401(k)
  • NET near Fogelman Properties 401(k) Plan
  • NET ind #13025

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 New York →

Trinity Medical Wny 403(b) Plan in the asset neighbourhood

Trinity Medical Wny 403(b) PlanTrinity Medical Wny 403(b) P…$23MFogelman Properties 401(k) PlanFogelman Properties 401(k) P…$23MHealthcare Management Administrators, Inc. Retirement PlanHealthcare Management Admini…$23MThe Merchants National Bank Profit Sharing and 401(k) Savings PlanThe Merchants National Bank …$23MGlobal Iid 401(k) Plan$23M
End-of-year total assets ($M) among Trinity Medical Wny 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Trinity Medical Wny PC multi-year asset trail

Sponsor-wide plan assets over time

All Trinity Medical Wny PC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 84.54916589893134% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.5M $23M ▲ +84.6%
Year Plans Participants Total Assets
2022 1 370 $12M
2023 1 377 $17M
2024 1 426 $23M

Trinity Medical Wny PC filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$23M
Net Income$6M
Employer EIN272576645
Plan Effective Date2017-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Trinity Medical Wny 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Trinity Medical Wny 403(b) Plan, Total assets ($B): 0.022980446 · Participants: 426Trinity Medical Wny 403(b) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Trinity Medical Wny 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Trinity Medical Wny 403(b) Plan side-by-side with 3 peers →

Trinity Medical Wny 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fogelman Properties 401(k) Plan in TN ($23M); by covered participants it is Recreation Centers of Sun City West Retirement Plan in AZ (426 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (426 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 Medical Wny 403(b) Plan assets move in 2024? ▼
Trinity Medical Wny 403(b) Plan surged - up 33.7% during 2024, from $17M to $23M. Reported net income was $6M.
How have Trinity Medical Wny PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Medical Wny PC's sponsor-wide assets grew 84.5%, from $12M to $23M.
Which 401(k) plans are similar in size to Trinity Medical Wny 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fogelman Properties 401(k) Plan in TN ($23M, 656 participants).
Which 401(k) plans cover a similar participant headcount to Trinity Medical Wny 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Recreation Centers of Sun City West Retirement Plan in AZ (426 participants, $14M in assets).

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 272576645.

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.