Other · DOL Form 5500 · 2023
Canterbury School Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 297
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $77,762
- Avg per participant Below avg balance/head
Official DOL plan name: Canterbury School Retirement Plan · Sponsored by Canterbury School · Indiana · Educational Services
$23M in assets, 297 participants
Canterbury School's Canterbury School Retirement Plan reported $23M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #2,200 in Educational Services (3,735 peers)
Where Canterbury School Retirement Plan sits by assets
Canterbury School Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 297 participants (~$77,762/participant), up 11.7% in 2023.
- #2,200
- in Educational Services (3,735 peers)
- +11.7%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Canterbury School Retirement Plan's outsized position by total assets
Canterbury School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,095,353 Top 25% higher than 75% 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
Canterbury School 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 Retirement Plan sits mid-pack in the medium band (297 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Canterbury School Retirement Plan reported net income rose from $264K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Canterbury School Retirement Plan reported participants rose from 131 in the plan year 2022 filing to 297 in the plan year 2023 filing.
- Canterbury School Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 351410931 · Canterbury School PY 2023 · Other
Canterbury School Retirement Plan · $23M · 297 · 75th
- RANK $23M
- PHOTO 297
- IND 75th
- EOY Other
- 5500 near Eversight 403(b) DC Plan
- ASSETS ind #2200
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 Indiana →
Canterbury School Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 351410931 |
| Plan Effective Date | 1988-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Canterbury School)
Sponsor-wide plan assets over time
All Canterbury School plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 15.14091889192882% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $21M |
| 2023 | 1 | 297 | $23M |
| 2024 | 1 | 294 | $24M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
Canterbury School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Eversight 403(b) DC Plan in MI ($23M); by covered participants it is University Health Physicians 403(b) Retirement Plan in MO (297 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Eversight 403(b) DC Plan (MI) $23M · 154
- Naeyc Retirement Plan (DC) $23M · 87
- Boyce Thompson Institute 403(b) Retirement Plan (NY) $23M · 122
- Aurora Mental Health Retirement Savings Plan (CO) $23M · 614
Similar participant headcount
Nearest other-state filings by covered participants (297 participants); asset peers above are excluded.
- University Health Physicians 403(b) Retirement Plan (MO) 297 · 0 off
- Germantown Academy Defined Contribution Plan (PA) 297 · 0 off
- Mitchell College Retirement Plan (CT) 297 · 0 off
- Kipp of Jacksonville 403(b) Plan (FL) 297 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.