401(k) · DOL Form 5500 · 2024
Rappahannock Westminster-Canterbury, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 275
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $33,305
- Avg per participant Low balance/head
Official DOL plan name: Rappahannock Westminster-Canterbury Retirement Plan · Sponsored by Rappahannock Westminster-Canterbury, Inc. · Virginia · Healthcare & Social Assistance
$9M in assets, 275 participants
Rappahannock Westminster-Canterbury, Inc.'s Rappahannock Westminster-Canterbury Retirement Plan reported $9M in total assets and 275 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #10,002 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
Rappahannock Westminster-Canterbury Retirement Plan covers 275 participants in Virginia, about 35% of the average Virginia filer (state average ~782 per filing). Assets: $9M.
- #10,002
- in Healthcare & Social Assistance (16,916 peers)
- -5.3%
- assets change YoY
The plan reported a net loss of $515K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$9,158,838 Top 46% higher than 54% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Rappahannock Westminster-Canterbury Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 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 (275 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rappahannock Westminster-Canterbury Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$515K in the plan year 2024 filing.
- Rappahannock Westminster-Canterbury Retirement Plan reported participants rose from 257 in the plan year 2023 filing to 275 in the plan year 2024 filing.
- Rappahannock Westminster-Canterbury Retirement Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 541150148 · Rappahannock Westminster-Canterbury, Inc. PY 2024 · 401(k)
Rappahannock Westminster-Canterbury Retirement Plan · $9M · 275 · 54th
- EIN $9M
- RANK 275
- PHOTO 54th
- IND 401(k)
- EOY near Care First Animal Hospital 401(k) Profit Sharing Plan
- 5500 ind #10002
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
Virginia filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$515K |
| Employer EIN | 541150148 |
| Plan Effective Date | 1990-04-01 |
| Filing Status | FILING 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
| 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.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
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 Care First Animal Hospital 401(k) Profit Sharing Plan in NC ($9M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (275 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (275 participants); asset peers above are excluded.
- Territorial Savings Bank 401(k) Plan (HI) 275 · 0 off
- General Equipment & Supplies, Inc. 401(k) (ND) 275 · 0 off
- Caldwell Tanks Profit Sharing 401(k) Plan (KY) 275 · 0 off
- Clarity Media Group 401(k) Plan (CO) 275 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.