401(k) · DOL Form 5500 · 2024

Canterbury Capital, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 209
Participants Below avg headcount: 47th
Percentile by assets National rank: $31,185
Avg per participant Low balance/head

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Official DOL plan name: Ancora - Mep · Sponsored by Canterbury Capital, LLC · Ohio · Finance & Insurance

$7M in assets, 209 participants

Canterbury Capital, LLC's Ancora - Mep reported $7M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

#2,750 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Ancora - Mep covers 209 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#2,750
in Finance & Insurance (8,549 peers): +10.1%
assets growth YoY

Ancora - Mep's mid-pack asset rank among Finance & Insurance and all filers

Ancora - Mep vs every filed plan by assets

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

$6,517,761 47th percentile higher than 47% 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

Ancora - Mep 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. Ancora - Mep sits mid-pack in the medium band (209 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Ancora - Mep reported net income fell from $1M in the plan year 2023 filing to $625K in the plan year 2024 filing.
Ancora - Mep reported participants fell from 271 in the plan year 2023 filing to 209 in the plan year 2024 filing.
Ancora - Mep end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 475207696 · Canterbury Capital, LLC PY 2024 · 401(k)

Ancora - Mep · $7M · 209 · 47th

EBSA $7M
PART 209
TYPE 47th
NET 401(k)
BOOK near Stonepeak Ceramics, Inc. 401(k) Plan
VS-ST ind #2750

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 Finance & Insurance retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Ancora - Mep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$625K
Employer EIN	475207696
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Canterbury Capital, LLC)

Latest sponsor-wide plan assets: $7M 34.89240704645163% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	244	$5M
2023	1	271	$6M
2024	1	209	$7M

Nearby 401(k) Plans in Ohio

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

Ancora - Mep vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Aerospace Retirement Savings Plan $14.7B · 45,620
The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
The Progressive 401(k) Plan $11.5B · 62,521
The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
Parker Retirement Savings Plan $9.0B · 26,315

Compare Ancora - Mep side-by-side with 3 peers →

Ancora - Mep's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Stonepeak Ceramics, Inc. 401(k) Plan in IL ($7M); by covered participants it is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Stonepeak Ceramics, Inc. 401(k) Plan (IL) $7M · 357
Crowne Partners, Inc. 401(k) Plan (AL) $7M · 188
Gary Amoth Trucking, Inc. 401(k) Plan (ID) $7M · 188
Oklahoma City Golf & Country Club Savings Plan (OK) $7M · 147

Similar participant headcount

Nearest other-state filings by covered participants (209 participants); asset peers above are excluded.

Del Amo Motorsports 401(k) Profit Sharing Plan (CA) 209 · 0 off
Quarternorth Energy 401(k) Plan (TX) 209 · 0 off
Pillar Construction, Inc. 401(k) Plan (VA) 209 · 0 off
Evolve Ip, LLC 401(k) Plan (PA) 209 · 0 off

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 Ancora - Mep assets move in 2024? ▼

Ancora - Mep grew at a solid clip - up 10.1% during 2024, from $6M to $7M. Reported net income was $625K.

How have Canterbury Capital, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Canterbury Capital, LLC's sponsor-wide assets grew 34.9%, from $5M to $7M.

Which 401(k) plans are similar in size to Ancora - Mep? ▼

Among 401(k) plans in other states, the closest by assets is Stonepeak Ceramics, Inc. 401(k) Plan in IL ($7M, 357 participants).

Which 401(k) plans cover a similar participant headcount to Ancora - Mep? ▼

Among 401(k) plans in other states, the closest by covered participants is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants, $291K 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 475207696.