Filings through .
Trinity Pension Consultants
Matched across 14 name variants in the filings
Trinity Pension Consultants summary
Trinity Pension Consultants appears on 100 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.9B in assets for 44,249 participants. The median client plan holds $13.1M. Most client plans are sponsored in OH, NC and KY. The largest clients by plan assets are The National Bank of Indianapolis Corporation, Amerivet Partners Management, Inc. and Central Ohio Hospitalists, Inc. Dba Medone Healthcare Partners. Plans reported $1.2M in direct and indirect compensation paid to Trinity Pension Consultants. The median is $6K per plan.
- Participants
- 44,249
- Median plan assets
- $13.1M
- Median plan participants
- 279
- Median fees per plan
- $6K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| The National Bank of Indianapolis Corporation | IN | $108M | 378 |
| Amerivet Partners Management, Inc. | TX | $98.0M | 3,824 |
| Central Ohio Hospitalists, Inc. Dba Medone Healthcare Partners | OH | $85.5M | 310 |
| Ohio Gratings, Inc. | OH | $70.2M | 1,100 |
| The Home City Ice Company | OH | $66.3M | 1,182 |
| Pioneer Physicians Network | OH | $54.5M | 353 |
| Lyden Oil Company | OH | $43.9M | 300 |
| Moody Nolan, Inc. | OH | $42.3M | 388 |
| Family Allergy Mso, LLC | KY | $42.1M | 565 |
| Frontier Nursing University | KY | $40.5M | 496 |
| Megacorp Logistics, LLC | NC | $39.8M | 792 |
| Orthounited, Inc. | OH | $39.2M | 301 |
| Qsi, Inc. | KY | $35.6M | 1,002 |
| Trans-Tech Energy, LLC | TX | $34.1M | 689 |
| Ska Consulting Engineers, Inc. | NC | $33.2M | 126 |
| G & W Equipment, Inc. | NC | $33.0M | 455 |
| Sandridge Food Corporation | OH | $32.6M | 671 |
| Ellis Badenhausen Orthopaedics, PSC | KY | $31.7M | 261 |
| Post Glover Resistors, Inc. | KY | $30.1M | 252 |
| Community Health Care, Inc. | OH | $30.0M | 280 |
| Pathways, Inc. | KY | $28.7M | 807 |
| Community Bancshares, Inc. | OH | $27.0M | 277 |
| Antares Vision North America | NJ | $24.4M | 240 |
| Digestive Health Specialists, P.A. | NC | $22.9M | 167 |
| Hexatronic US Holding, Inc. | KY | $22.4M | 706 |
- INParticipants 378
- TXParticipants 3,824
- OHParticipants 310
- Ohio Gratings, Inc.$70.2MOHParticipants 1,100
- OHParticipants 1,182
- OHParticipants 353
- Lyden Oil Company$43.9MOHParticipants 300
- Moody Nolan, Inc.$42.3MOHParticipants 388
- Family Allergy Mso, LLC$42.1MKYParticipants 565
- KYParticipants 496
- Megacorp Logistics, LLC$39.8MNCParticipants 792
- Orthounited, Inc.$39.2MOHParticipants 301
- Qsi, Inc.$35.6MKYParticipants 1,002
- Trans-Tech Energy, LLC$34.1MTXParticipants 689
- NCParticipants 126
- G & W Equipment, Inc.$33.0MNCParticipants 455
- OHParticipants 671
- KYParticipants 261
- KYParticipants 252
- OHParticipants 280
- Pathways, Inc.$28.7MKYParticipants 807
- OHParticipants 277
- NJParticipants 240
- NCParticipants 167
- KYParticipants 706
Top client states
- OH51 plans
- NC15 plans
- KY13 plans
- IN5 plans
- TN4 plans
Frequently asked questions
- Who uses Trinity Pension Consultants?
- 100 retirement plans list Trinity Pension Consultants as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The National Bank of Indianapolis Corporation, Amerivet Partners Management, Inc., Central Ohio Hospitalists, Inc. Dba Medone Healthcare Partners, Ohio Gratings, Inc. and The Home City Ice Company. Most client plans are sponsored in OH, NC and KY.
- How many plans does Trinity Pension Consultants serve?
- Trinity Pension Consultants serves 100 retirement plans with $1.9B in plan assets and 44,249 participants, based on the latest Form 5500 filings through 2024.
- What does Trinity Pension Consultants charge?
- Plans reported $1.2M in total Schedule C compensation paid to Trinity Pension Consultants. The median plan paid $6K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Trinity Pension Consultants as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Capital Group | 1 |
| Vanguard | 1 |
| Lord Abbett | 1 |
Target-date series
| Series | Plans |
|---|---|
| American Funds Target Date | 2 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.