Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Regional Enterprises, Inc. 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Regional Enterprises, Inc. · Wisconsin · Healthcare & Social Assistance

What the 2023 filing shows

Regional Enterprises, Inc. 403(b) Plan holds $98M for 971 participants — about $100,746 per participant, down 14.0% over the 2022 plan year.

$98M
total plan assets (2022 EOY)
971
covered participants
$100,746
avg assets per participant
-14.0%
assets change YoY

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.

Total Assets (2023)
$98M
Participants
971
State
Industry
Healthcare & Social Assistance

What the Filing Says About Regional Enterprises, Inc. 403(b) Plan

Regional Enterprises, Inc. 403(b) Plan is a Profit Sharing retirement plan sponsored by Regional Enterprises, Inc., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $98M in total end-of-year assets and covers 971 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 391555837, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $114M at the beginning of 2022 to $98M at year-end — a decline of 14.0%. Net assets (after liabilities) closed the year at $98M, with reported net income of $-15,870,893 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$114M
Total Assets (End of Year)$98M
Net Assets (End of Year)$98M
Net Income$-15,870,893
Plan TypeProfit Sharing
Employer EIN391555837
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Regional Enterprises, Inc.)

Year Plans Participants Total Assets
2022 1 971 $98M
2023 1 1,027 $119M
2024 1 1,151 $138M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Regional Enterprises, Inc. 403(b) Plan?
As of the 2022 Form 5500 filing, Regional Enterprises, Inc. 403(b) Plan holds $98M in total assets with 971 participants. It is sponsored by Regional Enterprises, Inc..
What type of plan is Regional Enterprises, Inc. 403(b) Plan?
Regional Enterprises, Inc. 403(b) Plan is a Profit Sharing plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 391555837.
Who sponsors the Regional Enterprises, Inc. 403(b) Plan?
Regional Enterprises, Inc. 403(b) Plan is sponsored by Regional Enterprises, Inc., located in Wisconsin. The sponsor's EIN is 391555837 and the plan operates in the Healthcare & Social Assistance industry.
How did Regional Enterprises, Inc. 403(b) Plan perform in 2022?
Regional Enterprises, Inc. 403(b) Plan declined by 14.0% during 2022, moving from $114M to $98M in total assets. Net income was $-15,870,893.
Where can I find official filings for Regional Enterprises, Inc. 403(b) Plan?
Official Form 5500 filings for Regional Enterprises, Inc. 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391555837 or plan name at efast.dol.gov.
How does Regional Enterprises, Inc. 403(b) Plan compare to other plans?
You can compare Regional Enterprises, Inc. 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 391555837.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.