Other · DOL Form 5500 · 2023

The Canterbury School, Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
121
Participants Small participant base
71st
Percentile by assets National rank
$147,536
Avg per participant Above avg balance/head
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Official DOL plan name: Canterbury School, Inc. 403(b) Retirement Plan · Sponsored by The Canterbury School, Inc. · Florida · Educational Services

$18M in assets, 121 participants

The Canterbury School, Inc.'s Canterbury School, Inc. 403(b) Retirement Plan reported $18M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,986 in Educational Services (3,735 peers)

Coverage in Florida

Canterbury School, Inc. 403(b) Retirement Plan covers 121 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $18M.

#1,986
in Educational Services (3,735 peers)
+17.1%
assets growth YoY

Canterbury School, Inc. 403(b) Retirement Plan's outsized position by total assets

Canterbury School, Inc. 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,851,889 Top 29% higher than 71% of 127,068 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 2023

Canterbury School, Inc. 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Canterbury School, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Canterbury School, Inc. 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Canterbury School, Inc. 403(b) Retirement Plan reported participants fell from 183 in the plan year 2022 filing to 121 in the plan year 2023 filing.
  • Canterbury School, Inc. 403(b) Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591058089 · The Canterbury School, Inc. PY 2023 · Other

Canterbury School, Inc. 403(b) Retirement Plan · $18M · 121 · 71st

  • RANK $18M
  • RANK 121
  • RANK 71st
  • RANK Other
  • RANK near Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan
  • RANK ind #1986

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 Florida →

Canterbury School, Inc. 403(b) Retirement Plan in the asset neighbourhood

Land Trust Alliance, Inc. Defined Contribution Retirement PlanLand Trust Alliance, Inc. De…$18MCanterbury School, Inc. 403(b) Retirement PlanCanterbury School, Inc. 403(…$18MClinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) PlanClinicas De Salud Del Pueblo…$18MWaveny Care Center Tax Sheltered Annuity PlanWaveny Care Center Tax Shelt…$18MThe Schenck School Retirement PlanThe Schenck School Retiremen…$18M
End-of-year total assets ($M) among Canterbury School, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN591058089
Plan Effective Date1983-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Canterbury School, Inc.)

Sponsor-wide plan assets over time

All The Canterbury School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 18.522807215182286% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $14.3M $17M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 183 $14M
2023 2 330 $33M
2024 1 199 $17M

Nearby Other Plans in Florida

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

Canterbury School, Inc. 403(b) Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Canterbury School, Inc. 403(b) Retirement Plan, Total assets ($B): 0.017851889 · Participants: 121Canterbury School, Inc. 403(b) Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Canterbury School, Inc. 403(b) Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Canterbury School, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Canterbury School, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan in CA ($18M); by covered participants it is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Canterbury School, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Canterbury School, Inc. 403(b) Retirement Plan grew sharply - up 17.1% during 2023, from $15M to $18M. Reported net income was $3M.
How have The Canterbury School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Canterbury School, Inc.'s sponsor-wide assets grew 18.5%, from $14M to $17M.
Which Other plans are similar in size to Canterbury School, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan in CA ($18M, 601 participants).
Which Other plans cover a similar participant headcount to Canterbury School, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (121 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591058089.

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.