Other · DOL Form 5500 · 2024

Westminster Canterbury of the Blue Ridge Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
294
Participants Below avg headcount
69th
Percentile by assets National rank
$63,623
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

$19M in assets, 294 participants

Westminster Canterbury of the Blue Ridge's Westminster-Canterbury of the Blue Ridge 403(b) Plan reported $19M in total assets and 294 participants in its 2024 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.

  • #12,471 in Healthcare & Social Assistance (16,916 peers)

Coverage in Virginia

Westminster-Canterbury of the Blue Ridge 403(b) Plan covers 294 participants in Virginia, about 38% of the average Virginia filer (state average ~782 per filing). Assets: $19M.

#12,471
in Healthcare & Social Assistance (16,916 peers)
+13.6%
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 2024 · DOL Form 5500

$18,705,048 Top 31% higher than 69% 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

Westminster-Canterbury of the Blue Ridge 403(b) 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. Westminster-Canterbury of the Blue Ridge 403(b) Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westminster-Canterbury of the Blue Ridge 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Westminster-Canterbury of the Blue Ridge 403(b) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Westminster-Canterbury of the Blue Ridge 403(b) Plan reported participants rose from 286 in the plan year 2023 filing to 294 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 521447069 · Westminster Canterbury of the Blue Ridge PY 2024 · Other

Westminster-Canterbury of the Blue Ridge 403(b) Plan · $19M · 294 · 69th

  • SCH $19M
  • EBSA 294
  • PART 69th
  • TYPE Other
  • NET near Colorado Iron Workers Defined Contribution Fund
  • BOOK ind #12471

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

New England Interstate Water Pollution Control Commission 403(b) Tax Sheltered Annuity PlanNew England Interstate Water…$19MWestminster-Canterbury of the Blue Ridge 403(b) PlanWestminster-Canterbury of th…$19MColorado Iron Workers Defined Contribution FundColorado Iron Workers Define…$19MIndian Creek School 403(b) DC PlanIndian Creek School 403(b) D…$19MCumberland Healthcare 403(b) PlanCumberland Healthcare 403(b)…$19M
End-of-year total assets ($M) among Westminster-Canterbury of the Blue Ridge 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$2M
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 -20246 Total assets ($B) Participants Westminster-Canterbury of the Blue Ridge 403(b) Plan, Total assets ($B): 0.018705048 · Participants: 294Westminster-Canterbury of the Blue Ridge 403(b) 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
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 Colorado Iron Workers Defined Contribution Fund in CO ($19M); by covered participants it is The 403(b) Thrift Plan for Canine Companions for Independence, Inc. in CA (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Westminster-Canterbury of the Blue Ridge 403(b) Plan assets move in 2024? ▼
Westminster-Canterbury of the Blue Ridge 403(b) Plan grew at a solid clip - up 13.6% during 2024, from $16M to $19M. Reported net income was $2M.
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 Colorado Iron Workers Defined Contribution Fund in CO ($19M, 405 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 The 403(b) Thrift Plan for Canine Companions for Independence, Inc. in CA (294 participants, $27M 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 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.