401(k) · DOL Form 5500 · 2023

Canterbury Capital, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
271
Participants Below avg headcount
48th
Percentile by assets National rank
$21,837
Avg per participant Low balance/head
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Official DOL plan name: Ancora - Mep · Sponsored by Canterbury Capital, LLC · Ohio · Finance & Insurance

$6M in assets, 271 participants

Canterbury Capital, LLC's Ancora - Mep reported $6M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,017 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Ancora - Mep covers 271 participants in Ohio, about 35% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#3,017
in Finance & Insurance (8,869 peers)
+22.5%
assets growth YoY

Ancora - Mep's mid-pack asset rank among Finance & Insurance and all filers

Ancora - Mep vs every filed plan by assets

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

$5,917,846 48th percentile higher than 48% 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

Ancora - Mep 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. Ancora - Mep sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ancora - Mep reported net income rose from -$739K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ancora - Mep end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Ancora - Mep reported participants rose from 244 in the plan year 2022 filing to 271 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 475207696 · Canterbury Capital, LLC PY 2023 · 401(k)

Ancora - Mep · $6M · 271 · 48th

  • IND $6M
  • IND 271
  • IND 48th
  • IND 401(k)
  • IND near Fairmont Federal Credit Union 401(k) Plan and Trust
  • IND ind #3017

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 Finance & Insurance retirement plans → · Plans in Ohio →

Ancora - Mep in the asset neighbourhood

Ancora - Mep$6MFairmont Federal Credit Union 401(k) Plan and TrustFairmont Federal Credit Unio…$6MGreat Lakes Forest Products, Inc. 401(k) PlanGreat Lakes Forest Products,…$6MHint, Inc. 401(k) Plan$6MStillwater Milling Company 401(k) Retirement PlanStillwater Milling Company 4…$6M
End-of-year total assets ($M) among Ancora - Mep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN475207696
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Canterbury Capital, LLC)

Sponsor-wide plan assets over time

All Canterbury Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 34.89240704645163% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.83M $6.52M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 244 $5M
2023 1 271 $6M
2024 1 209 $7M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ancora - Mep vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ancora - Mep, Total assets ($B): 0.005917846 · Participants: 271Ancora - MepGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Ancora - Mep vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ancora - Mep side-by-side with 3 peers →

Ancora - Mep's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Fairmont Federal Credit Union 401(k) Plan and Trust in WV ($6M); by covered participants it is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Ancora - Mep assets move in 2023? ▼
Ancora - Mep grew sharply - up 22.5% during 2023, from $5M to $6M. Reported net income was $1M.
How have Canterbury Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Canterbury Capital, LLC's sponsor-wide assets grew 34.9%, from $5M to $7M.
Which 401(k) plans are similar in size to Ancora - Mep? ▼
Among 401(k) plans in other states, the closest by assets is Fairmont Federal Credit Union 401(k) Plan and Trust in WV ($6M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Ancora - Mep? ▼
Among 401(k) plans in other states, the closest by covered participants is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants, $96M 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 475207696.

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.