401(k) · DOL Form 5500 · 2022

Regency Windsor Management, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
70
Participants Small participant base
55th
Percentile by assets National rank
$90,307
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Regency Windsor Management, Inc. Savings Plan · Sponsored by Regency Windsor Management, Inc. · Florida · Real Estate

$6M in assets, 70 participants

Regency Windsor Management, Inc.'s Regency Windsor Management, Inc. Savings Plan reported $6M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,664 in Real Estate (5,057 peers)

Regency Windsor Management, Inc. multi-year trail

Regency Windsor Management, Inc.'s plans moved +59.3% in assets from 2022 to 2024; this filing shows Regency Windsor Management, Inc. Savings Plan at $6M / 70 participants.

#3,664
in Real Estate (5,057 peers)
-17.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Regency Windsor Management, Inc. Savings Plan's mid-pack asset rank among Real Estate and all filers

Regency Windsor Management, Inc. Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,321,508 Top 45% higher than 55% of 139,123 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 2022

Regency Windsor Management, Inc. Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regency Windsor Management, Inc. Savings Plan is a small filing (70 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 371139254 · Regency Windsor Management, Inc. PY 2022 · 401(k)

Regency Windsor Management, Inc. Savings Plan · $6M · 70 · 55th

  • EOY $6M
  • EOY 70
  • EOY 55th
  • EOY 401(k)
  • EOY near Ellis Mechanical 401(k) Plan
  • EOY ind #3664

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 Real Estate retirement plans → · Plans in Florida →

Regency Windsor Management, Inc. Savings Plan in the asset neighbourhood

Regency Windsor Management, Inc. Savings PlanRegency Windsor Management, …$6MEllis Mechanical 401(k) Plan$6MA.D. Transport 401(k) Profit Sharing PlanA.D. Transport 401(k) Profit…$6MCore Spaces 401(k) Plan$6MFaber Construction, Inc 401(k) PlanFaber Construction, Inc 401(…$6M
End-of-year total assets ($M) among Regency Windsor Management, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Regency Windsor Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Regency Windsor Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 59.311322551517776% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.32M $10.1M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 70 $6M
2023 1 71 $8M
2024 1 67 $10M

Regency Windsor Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN371139254
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Regency Windsor Management, Inc. Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Regency Windsor Management, Inc. Savings Plan, Total assets ($B): 0.006321508 · Participants: 70Regency Windsor Management, Inc. Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Regency Windsor Management, Inc. Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Regency Windsor Management, Inc. Savings Plan side-by-side with 3 peers →

Regency Windsor Management, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ellis Mechanical 401(k) Plan in IN ($6M); by covered participants it is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Regency Windsor Management, Inc. Savings Plan assets move in 2022? ▼
Regency Windsor Management, Inc. Savings Plan declined sharply - down 17.6% during 2022, from $8M to $6M. Reported net income was -$1M.
How have Regency Windsor Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regency Windsor Management, Inc.'s sponsor-wide assets grew 59.3%, from $6M to $10M.
Which 401(k) plans are similar in size to Regency Windsor Management, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ellis Mechanical 401(k) Plan in IN ($6M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Regency Windsor Management, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants, $89K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371139254.

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.