Other · DOL Form 5500 · 2024
Canterbury School Retirement Plan
Data updated 2026-08-11
- $24M
- Total assets
- 294
- Participants
- 73rd
- Percentile by assets
- $80,960
- Avg per participant
Official DOL plan name: Canterbury School Retirement Plan · Sponsored by Canterbury School · Indiana · Educational Services
$24M in assets, 294 participants
Canterbury School's Canterbury School Retirement Plan reported $24M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 123,622 plans)
- #2,075 in Educational Services (3,638 peers)
Canterbury School multi-year trail
Canterbury School's plans moved +15.1% in assets from 2022 to 2024; this filing shows Canterbury School Retirement Plan at $24M / 294 participants.
- $24M
- total plan assets (2024 EOY)
- 294
- covered participants
- 73rd
- percentile by assets (of 123,622 plans)
- $80,960
- avg assets per participant
Where Canterbury School Retirement Plan sits by total assets
Canterbury School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,802,214 Top 27% higher than 73% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Canterbury School Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $707K in the plan year 2024 filing.
- Canterbury School Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Canterbury School Retirement Plan reported participants fell from 297 in the plan year 2023 filing to 294 in the plan year 2024 filing.
Canterbury School across 3 plan years on file
Across the 3 plan years Canterbury School has on file (2022-2024), sponsor-wide plan assets have moved from $21M to $24M, a gain of 15.1%, while reported participants moved from 131 to 294 (+124.4%). Peak year by sponsor assets: 2024 ($24M); trough: 2022 ($21M).
Canterbury School multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $21M |
| 2023 | 1 | 297 | $23M |
| 2024 | 1 | 294 | $24M |
Canterbury School filing trail (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $707K |
| Employer EIN | 351410931 |
| Plan Effective Date | 1988-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
Similar-Sized Other Plans Nationally
Other plans in other states closest to Canterbury School Retirement Plan by total assets, not by location.
- Schools for Children, Inc. 403(b) Retirement Plan (MA) $24M · 185
- Quincy University DC Retirement Plan (IL) $24M · 289
- Southern Wesleyan University DC Plan (SC) $24M · 154
- Aua Tax Sheltered Annuity Plan (MD) $24M · 138
Frequently Asked Questions
How did Canterbury School Retirement Plan assets move in 2024? ▼
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Next read for Canterbury School Retirement Plan
Multi-year trail
Ways to act on Canterbury School Retirement Plan's numbers.
- By total assets, Canterbury School Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Indiana. Compare plans
- Canterbury School's sponsor-wide assets have grown 15.1% since 2022 across 3 plan years on file. More Educational Services plans