Profit Sharing · DOL Form 5500 · 2023

Rego & Sons, Inc. Profit Sharing Plan

Data updated 2026-08-25

$686K
Total assets Small plan by assets
7
Participants Small participant base
20th
Percentile by assets National rank
$98,025
Avg per participant Below avg balance/head
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Official DOL plan name: Rego & Sons, Inc. Profit Sharing Plan · Sponsored by Rego & Sons, Inc. · Massachusetts · Retail Trade

$686K in assets, 7 participants

Rego & Sons, Inc.'s Rego & Sons, Inc. Profit Sharing Plan reported $686K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,710 in Retail Trade (8,414 peers)

Rego & Sons, Inc. multi-year trail

Rego & Sons, Inc.'s plans moved -11.3% in assets from 2022 to 2024; this filing shows Rego & Sons, Inc. Profit Sharing Plan at $686K / 7 participants.

#2,710
in Retail Trade (8,414 peers)
+10.1%
assets growth YoY

Rego & Sons, Inc. Profit Sharing Plan among the smaller filed plans by assets

Rego & Sons, Inc. Profit Sharing Plan vs every filed plan by assets

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

$686,172 20th percentile higher than 20% 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

Rego & Sons, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rego & Sons, Inc. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rego & Sons, Inc. Profit Sharing Plan reported net income fell from $77K in the plan year 2022 filing to $63K in the plan year 2023 filing.
  • Rego & Sons, Inc. Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Rego & Sons, Inc. Profit Sharing Plan end-of-year assets rose from $623K in the plan year 2022 filing to $686K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 475532138 · Rego & Sons, Inc. PY 2023 · Profit Sharing

Rego & Sons, Inc. Profit Sharing Plan · $686K · 7 · 20th

  • TYPE $686K
  • NET 7
  • BOOK 20th
  • VS-ST Profit Sharing
  • BOY near Wilde Education Corporation Retirement Plan
  • SCH ind #2710

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 Retail Trade retirement plans → · Plans in Massachusetts →

Rego & Sons, Inc. Profit Sharing Plan in the asset neighbourhood

Rego & Sons, Inc. Profit Sharing PlanRego & Sons, Inc. Profit Sha…$686KWilde Education Corporation Retirement PlanWilde Education Corporation …$686KVista Business Strategies Inc. Retirement PlanVista Business Strategies In…$686KJumana Abuomar Abuomar Retirement PlanJumana Abuomar Abuomar Retir…$686KNautical Boat Club,Knoxville,Inc. Retirement PlanNautical Boat Club,Knoxville…$687K
End-of-year total assets ($M) among Rego & Sons, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Rego & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rego & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$553K 11.31859915086438% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.62M $0.55M ▼ -11.3%
Year Plans Participants Total Assets
2022 1 6 $623K
2023 1 7 $686K
2024 1 5 $553K

Rego & Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)$623K
Net Assets (End of Year)$686K
Net Income$63K
Employer EIN475532138
Plan Effective Date2015-11-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Rego & Sons, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Rego & Sons, Inc. Profit Sharing Plan, Total assets ($B): 0.000686172 · Participants: 7Rego & Sons, Inc. Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Rego & Sons, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Rego & Sons, Inc. Profit Sharing Plan side-by-side with 3 peers →

Rego & Sons, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Wilde Education Corporation Retirement Plan in OH ($686K); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Rego & Sons, Inc. Profit Sharing Plan assets move in 2023? ▼
Rego & Sons, Inc. Profit Sharing Plan grew at a solid clip - up 10.1% during 2023, from $623K to $686K. Reported net income was $63K.
How have Rego & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rego & Sons, Inc.'s sponsor-wide assets declined 11.3%, from $623K to $553K.
Where does Rego & Sons, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Rego & Sons, Inc. Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Rego & Sons, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Wilde Education Corporation Retirement Plan in OH ($686K, 20 participants).
Which Profit Sharing plans cover a similar participant headcount to Rego & Sons, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475532138.

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.