Other · DOL Form 5500 · 2023
Westminster-Canterbury of Winchester, Inc Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 288
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $37,200
- Avg per participant Low balance/head
Official DOL plan name: Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan · Sponsored by Westminster-Canterbury of Winchester, Inc · Virginia · Healthcare & Social Assistance
$11M in assets, 288 participants
Westminster-Canterbury of Winchester, Inc's Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan reported $11M in total assets and 288 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,604 in Healthcare & Social Assistance (17,684 peers)
Coverage in Virginia
Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan covers 288 participants in Virginia, about 37% of the average Virginia filer (state average ~782 per filing). Assets: $11M.
- #11,604
- in Healthcare & Social Assistance (17,684 peers)
- +20.0%
- assets growth YoY
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 2023 · DOL Form 5500
$10,713,738 Top 40% higher than 60% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Shenandoah Valley Westminster-Canterbury 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. Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan sits mid-pack in the medium band (288 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan reported participants fell from 293 in the plan year 2022 filing to 288 in the plan year 2023 filing.
DOL schedule card
Filing strip 521266582 · Westminster-Canterbury of Winchester, Inc PY 2023 · Other
Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan · $11M · 288 · 60th
- 5500 $11M
- ASSETS 288
- PCT 60th
- EIN Other
- RANK near Isidore Newman School Retirement Plan
- PHOTO ind #11604
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
Virginia filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 521266582 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING 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
| 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.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
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 Isidore Newman School Retirement Plan in LA ($11M); by covered participants it is Preble Street Section 403(b) Plan in ME (288 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Isidore Newman School Retirement Plan (LA) $11M · 79
- Ave Maria 403(b) Retirement Plan (FL) $11M · 213
- Pathlight Inc. 403(b) Retirement Savings Plan (MA) $11M · 484
- Effingham Hospital Tsa Plan (GA) $11M · 494
Similar participant headcount
Nearest other-state filings by covered participants (288 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.