Canterbury School Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Canterbury School · Indiana · Educational Services
What the 2023 filing shows
Canterbury School Retirement Plan holds $21M for 131 participants — about $157,803 per participant, up 1.3% over the 2022 plan year.
- $21M
- total plan assets (2022 EOY)
- 131
- covered participants
- $157,803
- avg assets per participant
- +1.3%
- assets growth YoY
What the Filing Says About Canterbury School Retirement Plan
Canterbury School Retirement Plan is a Profit Sharing retirement plan sponsored by Canterbury School, headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 131 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 351410931, and the plan has been effective since 1988-09-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $20M at the beginning of 2022 to $21M at year-end — a gain of 1.3%. Net assets (after liabilities) closed the year at $21M, with reported net income of $264K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $20M |
| Total Assets (End of Year) | $21M |
| Net Assets (End of Year) | $21M |
| Net Income | $264K |
| Plan Type | Profit Sharing |
| Employer EIN | 351410931 |
| Plan Effective Date | 1988-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Canterbury School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $21M |
| 2023 | 1 | 297 | $23M |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Republic Airways Holdings Inc. 401(k) Plan $479M · 6,016
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
Related Data
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Frequently Asked Questions
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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 351410931.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.