Other · DOL Form 5500 · 2022

Westminster-Canterbury of Winchester, Inc Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
293
Participants Below avg headcount
63rd
Percentile by assets National rank
$30,470
Avg per participant Low balance/head
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Official DOL plan name: Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan · Sponsored by Westminster-Canterbury of Winchester, Inc · Virginia · Healthcare & Social Assistance

$9M in assets, 293 participants

Westminster-Canterbury of Winchester, Inc's Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan reported $9M in total assets and 293 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,698 in Healthcare & Social Assistance (20,060 peers)

Coverage in Virginia

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan covers 293 participants in Virginia, about 37% of the average Virginia filer (state average ~782 per filing). Assets: $9M.

#13,698
in Healthcare & Social Assistance (20,060 peers)
-20.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,927,762 Top 37% higher than 63% of 139,123 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 2022

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan sits mid-pack in the medium band (293 participants).

Published 5500 schedule card

Filing strip 521266582 · Westminster-Canterbury of Winchester, Inc PY 2022 · Other

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan · $9M · 293 · 63rd

  • NET $9M
  • BOOK 293
  • VS-ST 63rd
  • BOY Other
  • SCH near Path Corporation 403(b) Plan
  • EBSA ind #13698

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan in the asset neighbourhood

Shenandoah Valley Westminster-Canterbury 403(b) Retirement PlanShenandoah Valley Westminste…$9MPath Corporation 403(b) Plan$9M403(b) Thrift Plan of Lutheran Child and Family Services of Illinois403(b) Thrift Plan of Luther…$9MAdmiral Farragut Academy, Inc. 403(b) DC PlanAdmiral Farragut Academy, In…$9MTuxedo Park School 403(b) DC PlanTuxedo Park School 403(b) DC…$9M
End-of-year total assets ($M) among Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN521266582
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westminster-Canterbury of Winchester, Inc)

Sponsor-wide plan assets over time

All Westminster-Canterbury of Winchester, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 39.147515357152216% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.93M $12.4M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 293 $9M
2023 1 288 $11M
2024 1 316 $12M

Nearby Other Plans in Virginia

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

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan, Total assets ($B): 0.008927762 · Participants: 293Shenandoah Valley Westminster-Canterbury 403(b) Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan side-by-side with 3 peers →

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Path Corporation 403(b) Plan in CA ($9M); by covered participants it is California Science Center Foundation 403(b) Tda Plan in CA (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan assets move in 2022? ▼
Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan declined sharply - down 20.0% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Westminster-Canterbury of Winchester, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westminster-Canterbury of Winchester, Inc's sponsor-wide assets grew 39.1%, from $9M to $12M.
Which Other plans are similar in size to Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Path Corporation 403(b) Plan in CA ($9M, 824 participants).
Which Other plans cover a similar participant headcount to Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is California Science Center Foundation 403(b) Tda Plan in CA (293 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521266582.

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.