Other · DOL Form 5500 · 2023

Regent University Retirement Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
795
Participants Near avg headcount
89th
Percentile by assets National rank
$96,484
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Regent University 403(b) Retirement Plan · Sponsored by Regent University · Virginia · Educational Services

$77M in assets, 795 participants

Regent University's Regent University 403(b) Retirement Plan reported $77M in total assets and 795 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,022 in Educational Services (3,735 peers)

Where Regent University 403(b) Retirement Plan sits by assets

Regent University 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $77M for 795 participants (~$96,484/participant), up 17.7% in 2023.

#3,022
in Educational Services (3,735 peers)
+17.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Regent University 403(b) Retirement Plan's outsized position by total assets

Regent University 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$76,704,650 Top 11% higher than 89% of 127,068 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 2023

Regent University 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regent University 403(b) Retirement Plan sits mid-pack in the medium band (795 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Regent University 403(b) Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Regent University 403(b) Retirement Plan end-of-year assets rose from $65M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Regent University 403(b) Retirement Plan reported participants rose from 679 in the plan year 2022 filing to 795 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 541061178 · Regent University PY 2023 · Other

Regent University 403(b) Retirement Plan · $77M · 795 · 89th

  • ASSETS $77M
  • PCT 795
  • EIN 89th
  • RANK Other
  • PHOTO near Windward School Retirement Plan
  • IND ind #3022

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 Virginia →

Regent University 403(b) Retirement Plan in the asset neighbourhood

Oaklawn Tax Sheltered Annuity PlanOaklawn Tax Sheltered Annuit…$77MFroedtert South, Inc. Matched 403(b) Retirement Savings PlanFroedtert South, Inc. Matche…$77MDameron Hospital Association 403(b) Retirement PlanDameron Hospital Association…$77MWindward School Retirement PlanWindward School Retirement P…$77MRegent University 403(b) Retirement PlanRegent University 403(b) Ret…$77M
End-of-year total assets ($M) among Regent University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$77M
Net Income$12M
Employer EIN541061178
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Regent University)

Sponsor-wide plan assets over time

All Regent University plans reported in each filing year

Latest sponsor-wide plan assets
$82M 26.43319270906752% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.2M $82.4M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 679 $65M
2023 1 795 $77M
2024 1 817 $82M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Regent University 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Regent University 403(b) Retirement Plan, Total assets ($B): 0.07670465 · Participants: 795Regent University 403(b) Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Regent University 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

Regent University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Windward School Retirement Plan in NY ($77M); by covered participants it is The Museum of Fine Arts, Houston Retirement Savings Plan in TX (795 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (795 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Regent University 403(b) Retirement Plan assets move in 2023?
Regent University 403(b) Retirement Plan grew sharply - up 17.7% during 2023, from $65M to $77M. Reported net income was $12M.
How have Regent University plan assets changed over time?
Across 3 plan years on file (2022-2024), Regent University's sponsor-wide assets grew 26.4%, from $65M to $82M.
Where does Regent University 403(b) Retirement Plan rank by assets among Form 5500 filers?
Regent University 403(b) Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Regent University 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Windward School Retirement Plan in NY ($77M, 388 participants).
Which Other plans cover a similar participant headcount to Regent University 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is The Museum of Fine Arts, Houston Retirement Savings Plan in TX (795 participants, $59M in assets).