401(k) · DOL Form 5500 · 2023

Episcopal Church Home & Affiliates Life Care Community, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 148
Participants Small participant base: 42nd
Percentile by assets National rank: $30,337
Avg per participant Low balance/head

Official DOL plan name: Canterbury Woods 401(k) Retirement Savings Plan · Sponsored by Episcopal Church Home & Affiliates Life Care Community, Inc. · New York · Healthcare & Social Assistance

$4M in assets, 148 participants

Episcopal Church Home & Affiliates Life Care Community, Inc.'s Canterbury Woods 401(k) Retirement Savings Plan reported $4M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#8,086 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Canterbury Woods 401(k) Retirement Savings Plan covers 148 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $4M.

#8,086
in Healthcare & Social Assistance (17,684 peers): +26.0%
assets growth YoY

Canterbury Woods 401(k) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Canterbury Woods 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,489,896 42nd percentile higher than 42% 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 Woods 401(k) Retirement Savings 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 Woods 401(k) Retirement Savings Plan sits mid-pack in the medium band (148 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 161490676 · Episcopal Church Home & Affiliates Life Care Community, Inc. PY 2023 · 401(k)

Canterbury Woods 401(k) Retirement Savings Plan · $4M · 148 · 42nd

EIN $4M
EIN 148
EIN 42nd
EIN 401(k)
EIN near Area-I 401(k) Plan
EIN ind #8086

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 New York →

End-of-year total assets ($M) among Canterbury Woods 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$927K
Employer EIN	161490676
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Canterbury Woods 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Canterbury Woods 401(k) Retirement Savings Plan side-by-side with 3 peers →

Canterbury Woods 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Area-I 401(k) Plan in GA ($4M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Area-I 401(k) Plan (GA) $4M · 209
Professional Relations and Research Institute, Inc. 401(k) Plan (MA) $4M · 32
Suburban Drywall Inc 401(k) Profit Sharing Plan & Trust (WI) $4M · 232
Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan (MT) $4M · 6

Similar participant headcount

Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.

Frontier Auto Sales 401(k) Plan (CA) 148 · 0 off
Southlake Specialty Hospital LLC 401(k) Plan (TX) 148 · 0 off
Rickenbaugh Cadillac/Volvo Company 401(k) Plan (CO) 148 · 0 off
Heritage Homes of Nebraska, Inc. Profit Sharing Plan (NE) 148 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Canterbury Woods 401(k) Retirement Savings Plan assets move in 2023? ▼

Canterbury Woods 401(k) Retirement Savings Plan grew sharply - up 26.0% during 2023, from $4M to $4M. Reported net income was $927K.

Which 401(k) plans are similar in size to Canterbury Woods 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Area-I 401(k) Plan in GA ($4M, 209 participants).

Which 401(k) plans cover a similar participant headcount to Canterbury Woods 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161490676.