Other · DOL Form 5500 · 2024
Canterbury School Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 294
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $80,960
- Avg per participant Below avg balance/head
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.
- #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.
- #2,075
- in Educational Services (3,638 peers)
- +3.1%
- assets growth YoY
Canterbury School Retirement Plan's outsized position 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
Canterbury School 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 Retirement Plan sits mid-pack in the medium band (294 participants).
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.
Form 5500 schedule snapshot
Filing strip 351410931 · Canterbury School PY 2024 · Other
Canterbury School Retirement Plan · $24M · 294 · 73rd
- PART $24M
- PART 294
- PART 73rd
- PART Other
- PART near Schools for Children, Inc. 403(b) Retirement Plan
- PART ind #2075
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 Indiana →
Canterbury School Retirement Plan in the asset neighbourhood
Canterbury School multi-year asset trail
Sponsor-wide plan assets over time
All Canterbury School plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 15.14091889192882% vs 2022
- 2024 filing year
| 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
Canterbury School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Schools for Children, Inc. 403(b) Retirement Plan in MA ($24M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- 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
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.