401(k) · DOL Form 5500 · 2023

Rappahannock Westminster-Canterbury, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
257
Participants Below avg headcount
58th
Percentile by assets National rank
$37,643
Avg per participant Low balance/head
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Official DOL plan name: Rappahannock Westminster-Canterbury Retirement Plan · Sponsored by Rappahannock Westminster-Canterbury, Inc. · Virginia · Healthcare & Social Assistance

$10M in assets, 257 participants

Rappahannock Westminster-Canterbury, Inc.'s Rappahannock Westminster-Canterbury Retirement Plan reported $10M in total assets and 257 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,231 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Rappahannock Westminster-Canterbury Retirement Plan covers 257 participants in Virginia, about 33% of the average Virginia filer (state average ~782 per filing). Assets: $10M.

#11,231
in Healthcare & Social Assistance (17,684 peers)
+18.3%
assets growth YoY

Rappahannock Westminster-Canterbury Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rappahannock Westminster-Canterbury Retirement Plan vs every filed plan by assets

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

$9,674,137 Top 42% higher than 58% 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

Rappahannock Westminster-Canterbury 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. Rappahannock Westminster-Canterbury Retirement Plan sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rappahannock Westminster-Canterbury Retirement Plan reported net income rose from -$804K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rappahannock Westminster-Canterbury Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Rappahannock Westminster-Canterbury Retirement Plan reported participants fell from 267 in the plan year 2022 filing to 257 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541150148 · Rappahannock Westminster-Canterbury, Inc. PY 2023 · 401(k)

Rappahannock Westminster-Canterbury Retirement Plan · $10M · 257 · 58th

  • SCH $10M
  • EBSA 257
  • PART 58th
  • TYPE 401(k)
  • NET near Spruce 401(k) Plan
  • BOOK ind #11231

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 →

Rappahannock Westminster-Canterbury Retirement Plan in the asset neighbourhood

Futura Corporation Savings PlanFutura Corporation Savings P…$10MPrelude Services 401(k) Retirement PlanPrelude Services 401(k) Reti…$10MRappahannock Westminster-Canterbury Retirement PlanRappahannock Westminster-Can…$10MSpruce 401(k) Plan$10MSgs Engineering, LLC 401(k) Profit Sharing PlanSgs Engineering, LLC 401(k) …$10M
End-of-year total assets ($M) among Rappahannock Westminster-Canterbury Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN541150148
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rappahannock Westminster-Canterbury, Inc.)

Sponsor-wide plan assets over time

All Rappahannock Westminster-Canterbury, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 11.97680270069498% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.18M $9.16M ▲ +12.0%
Year Plans Participants Total Assets
2022 1 267 $8M
2023 1 257 $10M
2024 1 275 $9M

Nearby 401(k) Plans in Virginia

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

Rappahannock Westminster-Canterbury Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Rappahannock Westminster-Canterbury Retirement Plan, Total assets ($B): 0.009674137 · Participants: 257Rappahannock Westminster-Canterbury Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Rappahannock Westminster-Canterbury Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Rappahannock Westminster-Canterbury Retirement Plan side-by-side with 3 peers →

Rappahannock Westminster-Canterbury Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Spruce 401(k) Plan in MA ($10M); by covered participants it is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Rappahannock Westminster-Canterbury Retirement Plan assets move in 2023? ▼
Rappahannock Westminster-Canterbury Retirement Plan grew sharply - up 18.3% during 2023, from $8M to $10M. Reported net income was $1M.
How have Rappahannock Westminster-Canterbury, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rappahannock Westminster-Canterbury, Inc.'s sponsor-wide assets grew 12.0%, from $8M to $9M.
Which 401(k) plans are similar in size to Rappahannock Westminster-Canterbury Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spruce 401(k) Plan in MA ($10M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Rappahannock Westminster-Canterbury Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants, $48M 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 541150148.

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.