Other · DOL Form 5500 · 2024

Trinity Episcopal School Corporation Retirement Plan

Data updated 2026-08-11

$89M
Total assets
267
Participants
90th
Percentile by assets
$332,441
Avg per participant
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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.

  • 90th percentile by assets (of 123,622 plans)
  • #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.

$89M
total plan assets (2024 EOY)
267
covered participants
90th
percentile by assets (of 123,622 plans)
$332,441
avg assets per participant

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.

See the national 2023→2024 release diff →

State
New York
Industry
Educational Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Trinity Episcopal School Corporation Defined Contribution Retirement Plan reports 267 participants - about 33% of that state average ($89M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$89M
Net Income$5M
Employer EIN135563003
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Episcopal School Corporation)

$120M$130M$140M$150M$160M$170M 202220232024 $133M $163M ▲ +22.8%
Total plan assets by year, all Trinity Episcopal School Corporation plans on file
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.

Trinity Episcopal School Corporation Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Trinity Episcopal School Corporation Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Trinity Episcopal Sc…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Trinity Episcopal School Corporation Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Trinity Episcopal School Corporation Def… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Trinity Episcopal School Corporation Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Trinity Episcopal School Corporation Defined Contribution Retirement Plan assets move in 2024? ▼
Trinity Episcopal School Corporation Defined Contribution Retirement Plan grew at a solid clip - up 5.9% during 2024, from $84M to $89M. Reported net income was $5M.
How have Trinity Episcopal School Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Episcopal School Corporation's sponsor-wide assets grew 22.8%, from $133M to $163M.
Where does Trinity Episcopal School Corporation Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Trinity Episcopal School Corporation Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Trinity Episcopal School Corporation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Holzer Health System 403b Plan in OH ($89M, 2,568 participants).

Next read for Trinity Episcopal School Corporation Def…

Filing takeaways

Ways to act on Trinity Episcopal School Corporation Defined Contribution Retirement Plan's numbers.

  • By total assets, Trinity Episcopal School Corporation Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans
  • Trinity Episcopal School Corporation's sponsor-wide assets have grown 22.8% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135563003.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.