Other · DOL Form 5500 · 2023
The Canterbury School, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 209
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $70,983
- Avg per participant Below avg balance/head
Official DOL plan name: Canterbury School 403(b) Retirement Plan · Sponsored by The Canterbury School, Inc. · Florida · Educational Services
$15M in assets, 209 participants
The Canterbury School, Inc.'s Canterbury School 403(b) Retirement Plan reported $15M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #1,842 in Educational Services (3,735 peers)
Coverage in Florida
Canterbury School 403(b) Retirement Plan covers 209 participants in Florida, about 33% of the average Florida filer (state average ~628 per filing). Assets: $15M.
- #1,842
- in Educational Services (3,735 peers)
- +3.5%
- assets growth YoY
Canterbury School 403(b) Retirement Plan's outsized position by total assets
Canterbury School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,835,399 Top 33% higher than 67% 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 School 403(b) Retirement 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 School 403(b) Retirement Plan sits mid-pack in the medium band (209 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Canterbury School 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $508K in the plan year 2023 filing.
- Canterbury School 403(b) Retirement Plan reported participants rose from 183 in the plan year 2022 filing to 209 in the plan year 2023 filing.
- Canterbury School 403(b) Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 591058089 · The Canterbury School, Inc. PY 2023 · Other
Canterbury School 403(b) Retirement Plan · $15M · 209 · 67th
- PHOTO $15M
- PHOTO 209
- PHOTO 67th
- PHOTO Other
- PHOTO near Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan
- PHOTO ind #1842
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 Educational Services retirement plans → · Plans in Florida →
Canterbury School 403(b) Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $508K |
| Employer EIN | 591058089 |
| Plan Effective Date | 1983-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Canterbury School, Inc.)
Sponsor-wide plan assets over time
All The Canterbury School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 18.522807215182286% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 183 | $14M |
| 2023 | 2 | 330 | $33M |
| 2024 | 1 | 199 | $17M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Canterbury School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan in OH ($15M); by covered participants it is Friends Academy Defined Contribution Retirement Plan in NY (209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (209 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.