Other · DOL Form 5500 · 2024

Westminster-Canterbury of Winchester, Inc Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
316
Participants Below avg headcount
60th
Percentile by assets National rank
$39,313
Avg per participant Low balance/head
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Official DOL plan name: Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan · Sponsored by Westminster-Canterbury of Winchester, Inc · Virginia · Healthcare & Social Assistance

$12M in assets, 316 participants

Westminster-Canterbury of Winchester, Inc's Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan reported $12M in total assets and 316 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,115 in Healthcare & Social Assistance (16,916 peers)

Coverage in Virginia

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan covers 316 participants in Virginia, about 40% of the average Virginia filer (state average ~782 per filing). Assets: $12M.

#11,115
in Healthcare & Social Assistance (16,916 peers)
+16.0%
assets growth YoY

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,422,759 Top 40% higher than 60% of 123,620 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 2024

Shenandoah Valley Westminster-Canterbury 403(b) 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. Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan reported participants rose from 288 in the plan year 2023 filing to 316 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521266582 · Westminster-Canterbury of Winchester, Inc PY 2024 · Other

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan · $12M · 316 · 60th

  • BOY $12M
  • SCH 316
  • EBSA 60th
  • PART Other
  • TYPE near Retirement Plan of Bridges Healthcare, Inc.
  • NET ind #11115

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 →

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan in the asset neighbourhood

Cheverus High School Lay Employee 403(b) Pension PlanCheverus High School Lay Emp…$12MShenandoah Valley Westminster-Canterbury 403(b) Retirement PlanShenandoah Valley Westminste…$12MRetirement Plan of Bridges Healthcare, Inc.Retirement Plan of Bridges H…$12MSafe-Harbor 403(b) Thrift Plan for Employees of Nuway AllianceSafe-Harbor 403(b) Thrift Pl…$12M403b Thrift Plan for Employees of Methodist Home for Children403b Thrift Plan for Employe…$12M
End-of-year total assets ($M) among Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN521266582
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westminster-Canterbury of Winchester, Inc)

Sponsor-wide plan assets over time

All Westminster-Canterbury of Winchester, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 39.147515357152216% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.93M $12.4M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 293 $9M
2023 1 288 $11M
2024 1 316 $12M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan, Total assets ($B): 0.012422759 · Participants: 316Shenandoah Valley Westminster-Canterbury 403(b) Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan side-by-side with 3 peers →

Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Retirement Plan of Bridges Healthcare, Inc. in CT ($12M); by covered participants it is The Mary Wade Home, Inc. 403(b) Savings Plan in CT (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan assets move in 2024? ▼
Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan grew sharply - up 16.0% during 2024, from $11M to $12M. Reported net income was $2M.
How have Westminster-Canterbury of Winchester, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westminster-Canterbury of Winchester, Inc's sponsor-wide assets grew 39.1%, from $9M to $12M.
Which Other plans are similar in size to Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan of Bridges Healthcare, Inc. in CT ($12M, 198 participants).
Which Other plans cover a similar participant headcount to Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Mary Wade Home, Inc. 403(b) Savings Plan in CT (316 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521266582.

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.