Other · DOL Form 5500 · 2024

Trinity Episcopal School Corporation Retirement Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
249
Participants Below avg headcount
88th
Percentile by assets National rank
$280,869
Avg per participant High balance/head
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Official DOL plan name: Trinity Episcopal School Corporation Tax Deferred Annuity Plan · Sponsored by Trinity Episcopal School Corporation · New York · Educational Services

$70M in assets, 249 participants

Trinity Episcopal School Corporation's Trinity Episcopal School Corporation Tax Deferred Annuity Plan reported $70M in total assets and 249 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,832 in Educational Services (3,638 peers)

Coverage in New York

Trinity Episcopal School Corporation Tax Deferred Annuity Plan covers 249 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $70M.

#2,832
in Educational Services (3,638 peers)
+11.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Trinity Episcopal School Corporation Tax Deferred Annuity Plan's outsized position by total assets

Trinity Episcopal School Corporation Tax Deferred Annuity Plan vs every filed plan by assets

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

$69,936,351 Top 12% higher than 88% 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 Episcopal School Corporation Tax Deferred Annuity 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 Episcopal School Corporation Tax Deferred Annuity Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trinity Episcopal School Corporation Tax Deferred Annuity Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Trinity Episcopal School Corporation Tax Deferred Annuity Plan end-of-year assets rose from $63M in the plan year 2023 filing to $70M in the plan year 2024 filing.
  • Trinity Episcopal School Corporation Tax Deferred Annuity Plan reported participants fell from 260 in the plan year 2023 filing to 249 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 135563003 · Trinity Episcopal School Corporation PY 2024 · Other

Trinity Episcopal School Corporation Tax Deferred Annuity Plan · $70M · 249 · 88th

  • ASSETS $70M
  • ASSETS 249
  • ASSETS 88th
  • ASSETS Other
  • ASSETS near The Hill School Defined Contribution Retirement Plan
  • ASSETS ind #2832

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 New York →

Trinity Episcopal School Corporation Tax Deferred Annuity Plan in the asset neighbourhood

The Wheeler School Defined Contribution Retirement PlanThe Wheeler School Defined C…$70MCommunity Hospital 403(b) PlanCommunity Hospital 403(b) Pl…$70MTrinity Episcopal School Corporation Tax Deferred Annuity PlanTrinity Episcopal School Cor…$70MThe Hill School Defined Contribution Retirement PlanThe Hill School Defined Cont…$70MLongwood Gardens 403(b) Employer Match Retirement PlanLongwood Gardens 403(b) Empl…$70M
End-of-year total assets ($M) among Trinity Episcopal School Corporation Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$70M
Net Income$7M
Employer EIN135563003
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Episcopal School Corporation)

Sponsor-wide plan assets over time

All Trinity Episcopal School Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$163M 22.7798222846377% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $133M $163M ▲ +22.8%
Year Plans Participants Total Assets
2022 3 535 $133M
2023 3 523 $152M
2024 3 523 $163M

Nearby Other Plans in New York

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

Trinity Episcopal School Corporation Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Trinity Episcopal School Corporation Tax Deferred Annuity Plan, Total assets ($B): 0.069936351 · Participants: 249Trinity Episcopal School Corporation Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Trinity Episcopal School Corporation Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Trinity Episcopal School Corporation Tax Deferred Annuity Plan side-by-side with 3 peers →

Trinity Episcopal School Corporation Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Hill School Defined Contribution Retirement Plan in PA ($70M); by covered participants it is University of Nebraska Foundation Defined Contribution Retirement Plan in NE (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Episcopal School Corporation Tax Deferred Annuity Plan assets move in 2024? ▼
Trinity Episcopal School Corporation Tax Deferred Annuity Plan grew at a solid clip - up 11.1% during 2024, from $63M to $70M. Reported net income was $7M.
How have Trinity Episcopal School Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Episcopal School Corporation's sponsor-wide assets grew 22.8%, from $133M to $163M.
Where does Trinity Episcopal School Corporation Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Trinity Episcopal School Corporation Tax Deferred Annuity Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Trinity Episcopal School Corporation Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Hill School Defined Contribution Retirement Plan in PA ($70M, 254 participants).
Which Other plans cover a similar participant headcount to Trinity Episcopal School Corporation Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Nebraska Foundation Defined Contribution Retirement Plan in NE (249 participants, $65M 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 135563003.

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.