Other · DOL Form 5500 · 2023

Westminster Canterbury of the Blue Ridge Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
286
Participants Below avg headcount
69th
Percentile by assets National rank
$57,565
Avg per participant Low balance/head
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Official DOL plan name: Westminster-Canterbury of the Blue Ridge 403(b) Plan · Sponsored by Westminster Canterbury of the Blue Ridge · Virginia · Healthcare & Social Assistance

$16M in assets, 286 participants

Westminster Canterbury of the Blue Ridge's Westminster-Canterbury of the Blue Ridge 403(b) Plan reported $16M in total assets and 286 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,063 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Westminster-Canterbury of the Blue Ridge 403(b) Plan covers 286 participants in Virginia, about 37% of the average Virginia filer (state average ~782 per filing). Assets: $16M.

#13,063
in Healthcare & Social Assistance (17,684 peers)
+22.9%
assets growth YoY

Westminster-Canterbury of the Blue Ridge 403(b) Plan's outsized position by total assets

Westminster-Canterbury of the Blue Ridge 403(b) Plan vs every filed plan by assets

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

$16,463,695 Top 31% higher than 69% of 127,068 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 2023

Westminster-Canterbury of the Blue Ridge 403(b) 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. Westminster-Canterbury of the Blue Ridge 403(b) Plan sits mid-pack in the medium band (286 participants).

EBSA filing schedule strip

Filing strip 521447069 · Westminster Canterbury of the Blue Ridge PY 2023 · Other

Westminster-Canterbury of the Blue Ridge 403(b) Plan · $16M · 286 · 69th

  • EIN $16M
  • EIN 286
  • EIN 69th
  • EIN Other
  • EIN near Section 403(b) Retirement Plan for Goodwill Industries Suncoast, Inc.
  • EIN ind #13063

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 →

Westminster-Canterbury of the Blue Ridge 403(b) Plan in the asset neighbourhood

Agency for Community Transit 403b Retirement PlanAgency for Community Transit…$17M403(b) Thrift Plan of Vista Del Mar Child and Family Services403(b) Thrift Plan of Vista …$17MWestminster-Canterbury of the Blue Ridge 403(b) PlanWestminster-Canterbury of th…$16MSection 403(b) Retirement Plan for Goodwill Industries Suncoast, Inc.Section 403(b) Retirement Pl…$16MKents Hill School Defined Contribution Retirement PlanKents Hill School Defined Co…$16M
End-of-year total assets ($M) among Westminster-Canterbury of the Blue Ridge 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN521447069
Plan Effective Date1995-03-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Westminster Canterbury of the Blue Ridge)

Sponsor-wide plan assets over time

All Westminster Canterbury of the Blue Ridge plans reported in each filing year

Latest sponsor-wide plan assets
$19M 13.613912308263728% vs 2023
2024 filing year
$16M$17M$18M$19M 20232024 $16.5M $18.7M ▲ +13.7%
Year Plans Participants Total Assets
2023 1 286 $16M
2024 1 294 $19M

Nearby Other Plans in Virginia

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

Westminster-Canterbury of the Blue Ridge 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Westminster-Canterbury of the Blue Ridge 403(b) Plan, Total assets ($B): 0.016463695 · Participants: 286Westminster-Canterbury of the Blue Ridge 403(b) PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Westminster-Canterbury of the Blue Ridge 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Westminster-Canterbury of the Blue Ridge 403(b) Plan side-by-side with 3 peers →

Westminster-Canterbury of the Blue Ridge 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Section 403(b) Retirement Plan for Goodwill Industries Suncoast, Inc. in FL ($16M); by covered participants it is Northwestern College 403(b) DC Plan in IA (286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (286 participants); asset peers above are excluded.

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 Westminster-Canterbury of the Blue Ridge 403(b) Plan assets move in 2023? ▼
Westminster-Canterbury of the Blue Ridge 403(b) Plan grew sharply - up 22.9% during 2023, from $13M to $16M. Reported net income was $3M.
How have Westminster Canterbury of the Blue Ridge plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Westminster Canterbury of the Blue Ridge's sponsor-wide assets grew 13.6%, from $16M to $19M.
Which Other plans are similar in size to Westminster-Canterbury of the Blue Ridge 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Section 403(b) Retirement Plan for Goodwill Industries Suncoast, Inc. in FL ($16M, 968 participants).
Which Other plans cover a similar participant headcount to Westminster-Canterbury of the Blue Ridge 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Northwestern College 403(b) DC Plan in IA (286 participants, $47M 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 521447069.

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.