Other · DOL Form 5500 · 2022
Regional Enterprises, Inc. Retirement Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 971
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $100,746
- Avg per participant Below avg balance/head
Official DOL plan name: Regional Enterprises, Inc. 403(b) Plan · Sponsored by Regional Enterprises, Inc. · Wisconsin · Healthcare & Social Assistance
$98M in assets, 971 participants
Regional Enterprises, Inc.'s Regional Enterprises, Inc. 403(b) Plan reported $98M in total assets and 971 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,789 in Healthcare & Social Assistance (20,060 peers)
Where Regional Enterprises, Inc. 403(b) Plan sits by assets
Regional Enterprises, Inc. 403(b) Plan sits in the top 10% of all filed plans by assets, $98M for 971 participants (~$100,746/participant), down 14.0% in 2022.
- #18,789
- in Healthcare & Social Assistance (20,060 peers)
- -14.0%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Regional Enterprises, Inc. 403(b) Plan's outsized position by total assets
Regional Enterprises, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$97,824,357 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Regional Enterprises, Inc. 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regional Enterprises, Inc. 403(b) Plan sits mid-pack in the medium band (971 participants).
EBSA filing schedule strip
Filing strip 391555837 · Regional Enterprises, Inc. PY 2022 · Other
Regional Enterprises, Inc. 403(b) Plan · $98M · 971 · 93rd
- PART $98M
- TYPE 971
- NET 93rd
- BOOK Other
- VS-ST near Cassia 403(b) Retirement Plan
- BOY ind #18789
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 Wisconsin →
Regional Enterprises, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $114M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | -$16M |
| Employer EIN | 391555837 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Regional Enterprises, Inc.)
Sponsor-wide plan assets over time
All Regional Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $138M 40.71411887736712% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 971 | $98M |
| 2023 | 1 | 1,027 | $119M |
| 2024 | 1 | 1,151 | $138M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
Regional Enterprises, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Cassia 403(b) Retirement Plan in MN ($98M); by covered participants it is New York City Ballet, Inc 403(b) Plan in NY (970 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
- Cassia 403(b) Retirement Plan (MN) $98M · 3,535
- National Audubon Society Tax Deferred Annuity Plan (NY) $98M · 697
- 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania (PA) $98M · 2,890
- Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons (NY) $97M · 1,036
Similar participant headcount
Nearest other-state filings by covered participants (971 participants); asset peers above are excluded.
- New York City Ballet, Inc 403(b) Plan (NY) 970 · 1 off
- Mills College at Northeastern Defined Contribution Retirement Plan (CA) 972 · 1 off
- Lincoln Center Tax Deferred 403(b) Plan (NY) 970 · 1 off
- Gemba Group Annuity Plan (MD) 969 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.