Other · DOL Form 5500 · 2024
Holy Trinity Episcopal Academy Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 163
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $86,459
- Avg per participant Below avg balance/head
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.
- #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.
- #1,671
- in Educational Services (3,638 peers)
- +12.2%
- assets growth YoY
Htea Employee Retirement Plan's mid-pack asset rank among Educational Services and all filers
Htea Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,092,829 Top 37% higher than 63% 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
Htea Employee 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. Htea Employee Retirement Plan sits mid-pack in the medium band (163 participants).
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.
DOL schedule card
Filing strip 590823947 · Holy Trinity Episcopal Academy PY 2024 · Other
Htea Employee Retirement Plan · $14M · 163 · 63rd
- EOY $14M
- 5500 163
- ASSETS 63rd
- PCT Other
- EIN near 401(k) Profit Sharing Plan of Rosco, Inc.
- RANK ind #1671
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 Florida →
Htea Employee Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Holy Trinity Episcopal Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 26.305917127148575% vs 2022
- 2024 filing year
| 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.
- 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
Htea Employee Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is 401(k) Profit Sharing Plan of Rosco, Inc. in NY ($14M); by covered participants it is Society of Actuaries Research Institute 403(b) Retirement Plan in IL (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (163 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.