401(k) · DOL Form 5500 · 2023

Regency Windsor Management, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
71
Participants Small participant base
54th
Percentile by assets National rank
$114,926
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Regency Windsor Management, Inc. Savings Plan · Sponsored by Regency Windsor Management, Inc. · Florida · Real Estate

$8M in assets, 71 participants

Regency Windsor Management, Inc.'s Regency Windsor Management, Inc. Savings Plan reported $8M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,433 in Real Estate (4,727 peers)

Regency Windsor Management, Inc. multi-year trail

Regency Windsor Management, Inc.'s plans moved +59.3% in assets from 2022 to 2024; this filing shows Regency Windsor Management, Inc. Savings Plan at $8M / 71 participants.

#3,433
in Real Estate (4,727 peers)
+29.1%
assets growth YoY

Regency Windsor Management, Inc. Savings Plan's mid-pack asset rank among Real Estate and all filers

Regency Windsor Management, Inc. Savings Plan vs every filed plan by assets

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

$8,159,765 Top 46% higher than 54% 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

Regency Windsor Management, Inc. Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regency Windsor Management, Inc. Savings Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Regency Windsor Management, Inc. Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Regency Windsor Management, Inc. Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Regency Windsor Management, Inc. Savings Plan reported participants rose from 70 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 371139254 · Regency Windsor Management, Inc. PY 2023 · 401(k)

Regency Windsor Management, Inc. Savings Plan · $8M · 71 · 54th

  • BOOK $8M
  • BOOK 71
  • BOOK 54th
  • BOOK 401(k)
  • BOOK near Richard Lundgren, Inc. 401(k) Plan
  • BOOK ind #3433

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 Real Estate retirement plans → · Plans in Florida →

Regency Windsor Management, Inc. Savings Plan in the asset neighbourhood

Regency Windsor Management, Inc. Savings PlanRegency Windsor Management, …$8MRichard Lundgren, Inc. 401(k) PlanRichard Lundgren, Inc. 401(k…$8MLydon Fetterolf Corydon, P.a. Retirement Savings PlanLydon Fetterolf Corydon, P.a…$8MMorgan Buick Gmc Shreveport, Inc. 401(k) PlanMorgan Buick Gmc Shreveport,…$8MWashington Outpatient 401(k) PlanWashington Outpatient 401(k)…$8M
End-of-year total assets ($M) among Regency Windsor Management, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Regency Windsor Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Regency Windsor Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 59.311322551517776% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.32M $10.1M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 70 $6M
2023 1 71 $8M
2024 1 67 $10M

Regency Windsor Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN371139254
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Regency Windsor Management, Inc. Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Regency Windsor Management, Inc. Savings Plan, Total assets ($B): 0.008159765 · Participants: 71Regency Windsor Management, Inc. Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Regency Windsor Management, Inc. Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Regency Windsor Management, Inc. Savings Plan side-by-side with 3 peers →

Regency Windsor Management, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Richard Lundgren, Inc. 401(k) Plan in MA ($8M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Regency Windsor Management, Inc. Savings Plan assets move in 2023? ▼
Regency Windsor Management, Inc. Savings Plan grew sharply - up 29.1% during 2023, from $6M to $8M. Reported net income was $2M.
How have Regency Windsor Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regency Windsor Management, Inc.'s sponsor-wide assets grew 59.3%, from $6M to $10M.
Which 401(k) plans are similar in size to Regency Windsor Management, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Richard Lundgren, Inc. 401(k) Plan in MA ($8M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Regency Windsor Management, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 371139254.

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.