401(k) · DOL Form 5500 · 2022

Regan Heating & Air-Conditioning Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
68
Participants Small participant base
51st
Percentile by assets National rank
$75,446
Avg per participant Below avg balance/head
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Official DOL plan name: Regan Heating & Air-Conditioning 401(k) Plan · Sponsored by Regan Heating & Air-Conditioning Inc. · Rhode Island · Construction

$5M in assets, 68 participants

Regan Heating & Air-Conditioning Inc.'s Regan Heating & Air-Conditioning 401(k) Plan reported $5M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,980 in Construction (9,927 peers)

Regan Heating & Air-Conditioning Inc. multi-year trail

Regan Heating & Air-Conditioning Inc.'s plans moved +38.4% in assets from 2022 to 2024; this filing shows Regan Heating & Air-Conditioning 401(k) Plan at $5M / 68 participants.

#4,980
in Construction (9,927 peers)
-14.8%
assets change YoY

The plan reported a net loss of $888K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Regan Heating & Air-Conditioning 401(k) Plan's mid-pack asset rank among Construction and all filers

Regan Heating & Air-Conditioning 401(k) Plan vs every filed plan by assets

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

$5,130,306 Top 49% higher than 51% 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

Regan Heating & Air-Conditioning 401(k) 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. Regan Heating & Air-Conditioning 401(k) Plan is a small filing (68 participants) on this national headcount ladder.

DOL schedule card

Filing strip 050350115 · Regan Heating & Air-Conditioning Inc. PY 2022 · 401(k)

Regan Heating & Air-Conditioning 401(k) Plan · $5M · 68 · 51st

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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 Construction retirement plans → · Plans in Rhode Island →

Regan Heating & Air-Conditioning 401(k) Plan in the asset neighbourhood

Regan Heating & Air-Conditioning 401(k) PlanRegan Heating & Air-Conditio…$5MGsf USA Inc. 401(k) Retirement PlanGsf USA Inc. 401(k) Retireme…$5MR2i Holdings 401(k) Profit Sharing PlanR2i Holdings 401(k) Profit S…$5MSeaway Plastics Engineering, LLC Profit Sharing PlanSeaway Plastics Engineering,…$5MThe Doyle Group, Inc. 401(k) PlanThe Doyle Group, Inc. 401(k)…$5M
End-of-year total assets ($M) among Regan Heating & Air-Conditioning 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Regan Heating & Air-Conditioning Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Regan Heating & Air-Conditioning Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 38.39073146903908% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.13M $7.1M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 68 $5M
2023 1 59 $6M
2024 1 57 $7M

Regan Heating & Air-Conditioning Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$888K
Employer EIN050350115
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Regan Heating & Air-Conditioning 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Regan Heating & Air-Conditioning 401(k) Plan, Total assets ($B): 0.005130306 · Participants: 68Regan Heating & Air-Conditioning 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Regan Heating & Air-Conditioning 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Regan Heating & Air-Conditioning 401(k) Plan side-by-side with 3 peers →

Regan Heating & Air-Conditioning 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Gsf USA Inc. 401(k) Retirement Plan in IN ($5M); by covered participants it is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Regan Heating & Air-Conditioning 401(k) Plan assets move in 2022? ▼
Regan Heating & Air-Conditioning 401(k) Plan pulled back noticeably - down 14.8% during 2022, from $6M to $5M. Reported net income was -$888K.
How have Regan Heating & Air-Conditioning Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regan Heating & Air-Conditioning Inc.'s sponsor-wide assets grew 38.4%, from $5M to $7M.
Which 401(k) plans are similar in size to Regan Heating & Air-Conditioning 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gsf USA Inc. 401(k) Retirement Plan in IN ($5M, 2,901 participants).
Which 401(k) plans cover a similar participant headcount to Regan Heating & Air-Conditioning 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants, $15M 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 050350115.

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.