Other · DOL Form 5500 · 2022
The Canterbury School, Inc. Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 183
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $78,290
- Avg per participant Below avg balance/head
Official DOL plan name: Canterbury School 403(b) Retirement Plan · Sponsored by The Canterbury School, Inc. · Florida · Educational Services
$14M in assets, 183 participants
The Canterbury School, Inc.'s Canterbury School 403(b) Retirement Plan reported $14M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,178 in Educational Services (4,024 peers)
Coverage in Florida
Canterbury School 403(b) Retirement Plan covers 183 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $14M.
- #2,178
- in Educational Services (4,024 peers)
- -18.5%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Canterbury School 403(b) Retirement Plan's outsized position by total assets
Canterbury School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,327,067 Top 28% higher than 72% 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 403(b) 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 403(b) Retirement Plan sits mid-pack in the medium band (183 participants).
Form 5500 schedule snapshot
Filing strip 591058089 · The Canterbury School, Inc. PY 2022 · Other
Canterbury School 403(b) Retirement Plan · $14M · 183 · 72nd
- NET $14M
- BOOK 183
- VS-ST 72nd
- BOY Other
- SCH near Newark Academy Tda
- EBSA ind #2178
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 403(b) Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 591058089 |
| Plan Effective Date | 1983-09-01 |
| Filing Status | FILING 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
| 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.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
Canterbury School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Newark Academy Tda in NJ ($14M); by covered participants it is Iha 401(k) and Retirement Savings Plan in IL (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Newark Academy Tda (NJ) $14M · 151
- Seattle Country Day School Defined Contribution Retirement Plan (WA) $14M · 68
- National Tropical Botanical Garden Defined Contribution Retirement Plan 403(b) DC and Tda Plan (HI) $14M · 90
- National Association of Community Health Centers, Inc. 403 (B) Plan (MD) $14M · 115
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Iha 401(k) and Retirement Savings Plan (IL) 183 · 0 off
- Mount Pisgah Christian School 403(b) Plan and Trust (GA) 183 · 0 off
- Rabun Gap-Nacoochee School Retirement Plan (GA) 183 · 0 off
- Seattle Aquarium Society 403(b) Plan (WA) 183 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.