Other · DOL Form 5500 · 2024
Trinity College Retirement Plan
Data updated 2026-08-25
- $381M
- Total assets Above avg plan size
- 702
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $543,333
- Avg per participant High balance/head
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.
- #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.
- #3,445
- in Educational Services (3,638 peers)
- +6.8%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
Trinity College 403(b) Retirement Plan's outsized position by total assets
Trinity College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$381,419,670 Top 4% higher than 96% 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 College 403(b) Retirement 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 College 403(b) Retirement Plan sits mid-pack in the medium band (702 participants).
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.
EBSA filing schedule strip
Filing strip 060646927 · Trinity College PY 2024 · Other
Trinity College 403(b) Retirement Plan · $381M · 702 · 96th
- VS-ST $381M
- VS-ST 702
- VS-ST 96th
- VS-ST Other
- VS-ST near Colorado College Retirement Benefit Plan
- VS-ST ind #3445
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 Connecticut →
Trinity College 403(b) Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trinity College plans reported in each filing year
- Latest sponsor-wide plan assets
- $381M 16.44401291486177% vs 2022
- 2024 filing year
| 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.
- 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
Trinity College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Colorado College Retirement Benefit Plan in CO ($382M); by covered participants it is Tax Deferred Annuity Plan of Lifesteps, Inc. in PA (702 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($381M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (702 participants); asset peers above are excluded.
- Tax Deferred Annuity Plan of Lifesteps, Inc. (PA) 702 · 0 off
- Macalester College 403(b) Retirement Plan (MN) 702 · 0 off
- The New Teacher Project 403(b) Plan (NY) 701 · 1 off
- Guernsey Health Systems 403(b) Savings Plan (OH) 703 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.