Other · DOL Form 5500 · 2024
Trinity School, Inc. Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 186
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $197,770
- Avg per participant Above avg balance/head
Official DOL plan name: Trinity School 403(b) Plan · Sponsored by Trinity School, Inc. · Georgia · Educational Services
$37M in assets, 186 participants
Trinity School, Inc.'s Trinity School 403(b) Plan reported $37M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #2,404 in Educational Services (3,638 peers)
Coverage in Georgia
Trinity School 403(b) Plan covers 186 participants in Georgia, about 17% of the average Georgia filer (state average ~1,096 per filing). Assets: $37M.
- #2,404
- in Educational Services (3,638 peers)
- +18.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Trinity School 403(b) Plan's outsized position by total assets
Trinity School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,785,235 Top 20% higher than 80% 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 School 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 School 403(b) Plan sits mid-pack in the medium band (186 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trinity School 403(b) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Trinity School 403(b) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Trinity School 403(b) Plan reported participants rose from 158 in the plan year 2023 filing to 186 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 581197585 · Trinity School, Inc. PY 2024 · Other
Trinity School 403(b) Plan · $37M · 186 · 80th
- TYPE $37M
- NET 186
- BOOK 80th
- VS-ST Other
- BOY near San Luis Valley Health 403(b) Plan
- SCH ind #2404
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 Georgia →
Trinity School 403(b) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $6M |
| Employer EIN | 581197585 |
| Plan Effective Date | 1985-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity School, Inc.)
Sponsor-wide plan assets over time
All Trinity School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 36.078714809579246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $27M |
| 2023 | 1 | 158 | $31M |
| 2024 | 1 | 186 | $37M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.8B · 26,097
- Northside Hospital 403(b) Retirement Plan $1.8B · 29,253
- Childrens Healthcare of Atlanta Inc Share Plan $1.5B · 13,143
- IBEW Local 613 Defined Contribution Pension Plan $752M · 4,682
- Navicent Health 403(b) Retirement Savings Plan $575M · 6,344
Trinity School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is San Luis Valley Health 403(b) Plan in CO ($37M); by covered participants it is Legal Services Corporation 403b Plan in DC (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.
- Legal Services Corporation 403b Plan (DC) 186 · 0 off
- Western Pennsylvania Conservancy Matching Defined Contribution Plan (PA) 186 · 0 off
- Clarke University Retirement Plan (IA) 186 · 0 off
- Nevada Donor Network 403(b) Plan (NV) 186 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.