Defined Benefit (Pension) · DOL Form 5500 · 2024

Trinity Episcopal School Corporation Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
41st
Percentile by assets National rank
$659,969
Avg per participant High balance/head
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Official DOL plan name: Trinity Episcopal School Corporation Defined Benefit Plan · Sponsored by Trinity Episcopal School Corporation · New York · Educational Services

$5M in assets, 7 participants

Trinity Episcopal School Corporation's Trinity Episcopal School Corporation Defined Benefit Plan reported $5M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #940 in Educational Services (3,638 peers)

Trinity Episcopal School Corporation multi-year trail

Trinity Episcopal School Corporation's plans moved +22.8% in assets from 2022 to 2024; this filing shows Trinity Episcopal School Corporation Defined Benefit Plan at $5M / 7 participants.

#940
in Educational Services (3,638 peers)
-11.4%
assets change YoY

The plan reported a net loss of $596K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trinity Episcopal School Corporation Defined Benefit Plan's mid-pack asset rank among Educational Services and all filers

Trinity Episcopal School Corporation Defined Benefit Plan vs every filed plan by assets

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

$4,619,783 41st percentile higher than 41% 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 Episcopal School Corporation Defined Benefit Plan among micro 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 Benefit Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trinity Episcopal School Corporation Defined Benefit Plan reported net income fell from -$270K in the plan year 2023 filing to -$596K in the plan year 2024 filing.
  • Trinity Episcopal School Corporation Defined Benefit Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 135563003 · Trinity Episcopal School Corporation PY 2024 · Defined Benefit (Pension)

Trinity Episcopal School Corporation Defined Benefit Plan · $5M · 7 · 41st

  • PCT $5M
  • PCT 7
  • PCT 41st
  • PCT Defined Benefit (Pension)
  • PCT near Ramsey Doo, Dds Inc. Defined Benefit Plan
  • PCT ind #940

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 Benefit Plan in the asset neighbourhood

Westcoast Roof Consulting, Inc., Cash Balance PlanWestcoast Roof Consulting, I…$5MRetirement Plan of Nevamar Company, LLCRetirement Plan of Nevamar C…$5MTrinity Episcopal School Corporation Defined Benefit PlanTrinity Episcopal School Cor…$5MRamsey Doo, Dds Inc. Defined Benefit PlanRamsey Doo, Dds Inc. Defined…$5MRetirement Plan for Employees of Cascade Pole and Lumber CompanyRetirement Plan for Employee…$5M
End-of-year total assets ($M) among Trinity Episcopal School Corporation Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Trinity Episcopal School Corporation multi-year asset trail

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
$120M$130M$140M$150M$160M$170M 202220232024 $133M $163M ▲ +22.8%
Year Plans Participants Total Assets
2022 3 535 $133M
2023 3 523 $152M
2024 3 523 $163M

Trinity Episcopal School Corporation filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$596K
Employer EIN135563003
Plan Effective Date1958-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Trinity Episcopal School Corporation Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Trinity Episcopal School Corporation Defined Benefit Plan, Total assets ($B): 0.004619783 · Participants: 7Trinity Episcopal School Corporation Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Trinity Episcopal School Corporation Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Trinity Episcopal School Corporation Defined Benefit Plan side-by-side with 3 peers →

Trinity Episcopal School Corporation Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Ramsey Doo, Dds Inc. Defined Benefit Plan in CA ($5M); by covered participants it is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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.

Frequently Asked Questions

How did Trinity Episcopal School Corporation Defined Benefit Plan assets move in 2024? ▼
Trinity Episcopal School Corporation Defined Benefit Plan pulled back noticeably - down 11.4% during 2024, from $5M to $5M. Reported net income was -$596K.
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.
Which Defined Benefit (Pension) plans are similar in size to Trinity Episcopal School Corporation Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ramsey Doo, Dds Inc. Defined Benefit Plan in CA ($5M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Trinity Episcopal School Corporation Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants, N/A in assets).

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.