Other · DOL Form 5500 · 2024
The Canterbury School, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 199
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $85,331
- 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
$17M in assets, 199 participants
The Canterbury School, Inc.'s Canterbury School 403(b) Retirement Plan reported $17M in total assets and 199 participants in its 2024 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.
- #1,810 in Educational Services (3,638 peers)
Coverage in Florida
Canterbury School 403(b) Retirement Plan covers 199 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $17M.
- #1,810
- in Educational Services (3,638 peers)
- +14.5%
- 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 2024 · DOL Form 5500
$16,980,842 Top 33% higher than 67% 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
Canterbury School 403(b) Retirement 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. Canterbury School 403(b) Retirement Plan sits mid-pack in the medium band (199 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Canterbury School 403(b) Retirement Plan reported net income rose from $508K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Canterbury School 403(b) Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Canterbury School 403(b) Retirement Plan reported participants fell from 209 in the plan year 2023 filing to 199 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 591058089 · The Canterbury School, Inc. PY 2024 · Other
Canterbury School 403(b) Retirement Plan · $17M · 199 · 67th
- RANK $17M
- RANK 199
- RANK 67th
- RANK Other
- RANK near Children's Day School Defined Contribution Retirement Plan
- RANK ind #1810
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) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| 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 $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Canterbury School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Children's Day School Defined Contribution Retirement Plan in CA ($17M); by covered participants it is The Haverford School 403(b) Plan in PA (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (199 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.