Other · DOL Form 5500 · 2024
Trinity-Pawling School Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 108
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $312,041
- Avg per participant High balance/head
Official DOL plan name: Trinity-Pawling School Retirement Plan · Sponsored by Trinity-Pawling School · New York · Educational Services
$34M in assets, 108 participants
Trinity-Pawling School's Trinity-Pawling School Retirement Plan reported $34M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #2,341 in Educational Services (3,638 peers)
Coverage in New York
Trinity-Pawling School Retirement Plan covers 108 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $34M.
- #2,341
- in Educational Services (3,638 peers)
- +12.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Trinity-Pawling School Retirement Plan's outsized position by total assets
Trinity-Pawling School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,700,443 Top 21% higher than 79% 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-Pawling School 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-Pawling School Retirement Plan sits mid-pack in the medium band (108 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trinity-Pawling School Retirement Plan end-of-year assets rose from $30M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 141601551 · Trinity-Pawling School PY 2024 · Other
Trinity-Pawling School Retirement Plan · $34M · 108 · 79th
- PHOTO $34M
- IND 108
- EOY 79th
- 5500 Other
- ASSETS near Clinica Family Health 403(b) Plan
- PCT ind #2341
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-Pawling School Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 141601551 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity-Pawling School)
Sponsor-wide plan assets over time
All Trinity-Pawling School plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 28.735163467442543% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 93 | $26M |
| 2023 | 1 | 107 | $30M |
| 2024 | 1 | 108 | $34M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Trinity-Pawling School Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Clinica Family Health 403(b) Plan in CO ($34M); by covered participants it is Blackburn University DC Retirement Plan in IL (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Clinica Family Health 403(b) Plan (CO) $34M · 622
- Keystone College 403(b) Retirement Plan (PA) $34M · 127
- Care Initiatives 403 (B) Group Retirement Plan (IA) $34M · 2,637
- The Ranney School DC Retirement Plan (NJ) $34M · 143
Similar participant headcount
Nearest other-state filings by covered participants (108 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.