Other · DOL Form 5500 · 2024

Trinity Preparatory School of Florida, Inc. Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
133
Participants Small participant base
78th
Percentile by assets National rank
$235,999
Avg per participant Above avg balance/head
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Official DOL plan name: Trinity Preparatory School Defined Contribution Retirement Plan · Sponsored by Trinity Preparatory School of Florida, Inc. · Florida · Educational Services

$31M in assets, 133 participants

Trinity Preparatory School of Florida, Inc.'s Trinity Preparatory School Defined Contribution Retirement Plan reported $31M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,286 in Educational Services (3,638 peers)

Coverage in Florida

Trinity Preparatory School Defined Contribution Retirement Plan covers 133 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $31M.

#2,286
in Educational Services (3,638 peers)
+20.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Trinity Preparatory School Defined Contribution Retirement Plan's outsized position by total assets

Trinity Preparatory School Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$31,387,879 Top 22% higher than 78% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Trinity Preparatory School 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 Preparatory School Defined Contribution Retirement Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trinity Preparatory School Defined Contribution Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Trinity Preparatory School Defined Contribution Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Trinity Preparatory School Defined Contribution Retirement Plan reported participants fell from 136 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 591156418 · Trinity Preparatory School of Florida, Inc. PY 2024 · Other

Trinity Preparatory School Defined Contribution Retirement Plan · $31M · 133 · 78th

  • PART $31M
  • TYPE 133
  • NET 78th
  • BOOK Other
  • VS-ST near American Dental Education Association 403(b) Retirement Savings Plan
  • BOY ind #2286

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 →

Trinity Preparatory School Defined Contribution Retirement Plan in the asset neighbourhood

Regenstrief Institute, Inc. Defined Contribution Retirement PlanRegenstrief Institute, Inc. …$31MLifegift Organ Donation Center Tax Sheltered Annuity PlanLifegift Organ Donation Cent…$31MKatherine Delmar Burke School DC and Tda 403(b) PlansKatherine Delmar Burke Schoo…$31MTrinity Preparatory School Defined Contribution Retirement PlanTrinity Preparatory School D…$31MAmerican Dental Education Association 403(b) Retirement Savings PlanAmerican Dental Education As…$31M
End-of-year total assets ($M) among Trinity Preparatory School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN591156418
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Preparatory School of Florida, Inc.)

Sponsor-wide plan assets over time

All Trinity Preparatory School of Florida, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 33.00605305304266% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.6M $31.4M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 139 $24M
2023 1 136 $26M
2024 1 133 $31M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Trinity Preparatory School Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Trinity Preparatory School Defined Contribution Retirement Plan, Total assets ($B): 0.031387879 · Participants: 133Trinity Preparatory School Defined Contribution Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Trinity Preparatory School Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants

Trinity Preparatory School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is American Dental Education Association 403(b) Retirement Savings Plan in DC ($31M); by covered participants it is Community Care Services 403(b) Plan in MI (133 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trinity Preparatory School Defined Contribution Retirement Plan assets move in 2024?
Trinity Preparatory School Defined Contribution Retirement Plan grew sharply - up 20.6% during 2024, from $26M to $31M. Reported net income was $2M.
How have Trinity Preparatory School of Florida, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Trinity Preparatory School of Florida, Inc.'s sponsor-wide assets grew 33.0%, from $24M to $31M.
Where does Trinity Preparatory School Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Trinity Preparatory School Defined Contribution Retirement Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Trinity Preparatory School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is American Dental Education Association 403(b) Retirement Savings Plan in DC ($31M, 78 participants).
Which Other plans cover a similar participant headcount to Trinity Preparatory School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Community Care Services 403(b) Plan in MI (133 participants, $3M in assets).