Other · DOL Form 5500 · 2022
Canterbury School Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $157,803
- Avg per participant Above avg balance/head
Official DOL plan name: Canterbury School Retirement Plan · Sponsored by Canterbury School · Indiana · Educational Services
$21M in assets, 131 participants
Canterbury School's Canterbury School Retirement Plan reported $21M in total assets and 131 participants in its 2022 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.
- #2,489 in Educational Services (4,024 peers)
Coverage in Indiana
Canterbury School Retirement Plan covers 131 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $21M.
- #2,489
- in Educational Services (4,024 peers)
- +1.3%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Canterbury School Retirement Plan's outsized position by total assets
Canterbury School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,672,246 Top 22% higher than 78% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Canterbury School 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. Canterbury School Retirement Plan sits mid-pack in the medium band (131 participants).
EBSA filing schedule strip
Filing strip 351410931 · Canterbury School PY 2022 · Other
Canterbury School Retirement Plan · $21M · 131 · 78th
- TYPE $21M
- TYPE 131
- TYPE 78th
- TYPE Other
- TYPE near Candid Tax Deferred Annuity Plan
- TYPE ind #2489
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 Indiana →
Canterbury School Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $264K |
| Employer EIN | 351410931 |
| Plan Effective Date | 1988-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Canterbury School)
Sponsor-wide plan assets over time
All Canterbury School plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 15.14091889192882% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $21M |
| 2023 | 1 | 297 | $23M |
| 2024 | 1 | 294 | $24M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Butler University Retirement Plan $306M · 985
Canterbury School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Candid Tax Deferred Annuity Plan in NY ($21M); by covered participants it is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (131 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.