Other · DOL Form 5500 · 2024
Trinity Episcopal School Corporation Retirement Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 267
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $332,441
- Avg per participant High balance/head
Official DOL plan name: Trinity Episcopal School Corporation Defined Contribution Retirement Plan · Sponsored by Trinity Episcopal School Corporation · New York · Educational Services
$89M in assets, 267 participants
Trinity Episcopal School Corporation's Trinity Episcopal School Corporation Defined Contribution Retirement Plan reported $89M in total assets and 267 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #2,960 in Educational Services (3,638 peers)
Coverage in New York
Trinity Episcopal School Corporation Defined Contribution Retirement Plan covers 267 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $89M.
- #2,960
- in Educational Services (3,638 peers)
- +5.9%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Trinity Episcopal School Corporation Defined Contribution Retirement Plan's outsized position by total assets
Trinity Episcopal School Corporation Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$88,761,734 Top 10% higher than 90% 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 Episcopal School Corporation Defined Contribution 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 Episcopal School Corporation Defined Contribution Retirement Plan sits mid-pack in the medium band (267 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trinity Episcopal School Corporation Defined Contribution Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Trinity Episcopal School Corporation Defined Contribution Retirement Plan end-of-year assets rose from $84M in the plan year 2023 filing to $89M in the plan year 2024 filing.
- Trinity Episcopal School Corporation Defined Contribution Retirement Plan reported participants rose from 256 in the plan year 2023 filing to 267 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 135563003 · Trinity Episcopal School Corporation PY 2024 · Other
Trinity Episcopal School Corporation Defined Contribution Retirement Plan · $89M · 267 · 90th
- BOY $89M
- BOY 267
- BOY 90th
- BOY Other
- BOY near Holzer Health System 403b Plan
- BOY ind #2960
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 Defined Contribution Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | $5M |
| Employer EIN | 135563003 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING 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
| 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.
- 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 Episcopal School Corporation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Holzer Health System 403b Plan in OH ($89M); by covered participants it is Communities in Schools of Houston Inc 403b DC Plan in TX (267 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
- Holzer Health System 403b Plan (OH) $89M · 2,568
- Florida Southern College Defined Contribution Retirement Plan (FL) $89M · 525
- The Head-Royce School 403(b) Plan (CA) $89M · 179
- Lynn University Defined Contribution Retirement Plan (FL) $88M · 548
Similar participant headcount
Nearest other-state filings by covered participants (267 participants); asset peers above are excluded.
- Communities in Schools of Houston Inc 403b DC Plan (TX) 267 · 0 off
- Chinatown Cdc 403(b) Plan (CA) 267 · 0 off
- California Pacific Medical Center Voluntary Plan (CA) 267 · 0 off
- Comanche County Medical Center 403(b) Plan (TX) 267 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.