Other · DOL Form 5500 · 2024
Holy Trinity Episcopal Academy Retirement Plan
Data updated 2026-08-11
- $14M
- Total assets
- 163
- Participants
- 63rd
- Percentile by assets
- $86,459
- Avg per participant
Official DOL plan name: Htea Employee Retirement Plan · Sponsored by Holy Trinity Episcopal Academy · Florida · Educational Services
$14M in assets, 163 participants
Holy Trinity Episcopal Academy's Htea Employee Retirement Plan reported $14M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- 63rd percentile by assets (of 123,622 plans)
- #1,671 in Educational Services (3,638 peers)
Coverage in Florida
Htea Employee Retirement Plan covers 163 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $14M.
- $14M
- total plan assets (2024 EOY)
- 163
- covered participants
- 63rd
- percentile by assets (of 123,622 plans)
- $86,459
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Htea Employee Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Htea Employee Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Htea Employee Retirement Plan reported participants fell from 165 in the plan year 2023 filing to 163 in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Htea Employee Retirement Plan reports 163 participants - about 26% of that state average ($14M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 590823947 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holy Trinity Episcopal Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $11M |
| 2023 | 1 | 165 | $13M |
| 2024 | 1 | 163 | $14M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
Htea Employee Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Similar-Sized Other Plans Nationally
Other plans in other states closest to Htea Employee Retirement Plan by total assets, not by location.
- 401(k) Profit Sharing Plan of Rosco, Inc. (NY) $14M · 103
- Canopy Children's Solutions Retirement Plan (MS) $14M · 568
- Elwyn California Defined Contribution 403b Plan (CA) $14M · 903
- Access Health Louisiana 403(b) Plan (LA) $14M · 378
Frequently Asked Questions
How did Htea Employee Retirement Plan assets move in 2024? ▼
How have Holy Trinity Episcopal Academy plan assets changed over time? ▼
Which Other plans are similar in size to Htea Employee Retirement Plan? ▼
Next read for Htea Employee Retirement Plan
Filing takeaways
Ways to act on Htea Employee Retirement Plan's numbers.
- By total assets, Htea Employee Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- Holy Trinity Episcopal Academy's sponsor-wide assets have grown 26.3% since 2022 across 3 plan years on file. More Educational Services plans