Other · DOL Form 5500 · 2024
Trinity College Retirement Plan
Data updated 2026-08-11
- $381M
- Total assets
- 702
- Participants
- 96th
- Percentile by assets
- $543,333
- Avg per participant
Official DOL plan name: Trinity College 403(b) Retirement Plan · Sponsored by Trinity College · Connecticut · Educational Services
$381M in assets, 702 participants
Trinity College's Trinity College 403(b) Retirement Plan reported $381M in total assets and 702 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #3,445 in Educational Services (3,638 peers)
Where Trinity College 403(b) Retirement Plan sits by assets
Trinity College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $381M for 702 participants (~$543,333/participant), up 6.8% in 2024.
- $381M
- total plan assets (2024 EOY)
- 702
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $543,333
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trinity College 403(b) Retirement Plan reported net income fell from $30M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Trinity College 403(b) Retirement Plan end-of-year assets rose from $357M in the plan year 2023 filing to $381M in the plan year 2024 filing.
Trinity College 403(b) Retirement Plan vs the 2024 asset distribution
By assets, Trinity College 403(b) Retirement Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $357M |
|---|---|
| Net Assets (End of Year) | $381M |
| Net Income | $24M |
| Employer EIN | 060646927 |
| Plan Effective Date | 1925-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 647 | $328M |
| 2023 | 1 | 709 | $357M |
| 2024 | 1 | 702 | $381M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
Trinity College 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
Similar-Sized Other Plans Nationally
Other plans in other states closest to Trinity College 403(b) Retirement Plan by total assets, not by location.
- Colorado College Retirement Benefit Plan (CO) $382M · 717
- Blessing Corporate Services Employees Savings Plan (IL) $381M · 3,994
- Abington Memorial Hospital 403(b) Retirement Savings Plan (PA) $383M · 7,099
- Pomona College Academic Retirement Plan (CA) $380M · 1,433
Frequently Asked Questions
How did Trinity College 403(b) Retirement Plan assets move in 2024? ▼
How have Trinity College plan assets changed over time? ▼
Where does Trinity College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Trinity College 403(b) Retirement Plan? ▼
Next read for Trinity College 403(b) Retirement Plan
Scale reading
Ways to act on Trinity College 403(b) Retirement Plan's numbers.
- By total assets, Trinity College 403(b) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Trinity College's sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Educational Services plans