Other · DOL Form 5500 · 2023

Regis University Retirement Plan

Data updated 2026-08-25

$164M
Total assets Near avg plan size
1,329
Participants Near avg headcount
94th
Percentile by assets National rank
$123,193
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Regis University Defined Contribution Plan · Sponsored by Regis University · Colorado · Educational Services

$164M in assets, 1,329 participants

Regis University's Regis University Defined Contribution Plan reported $164M in total assets and 1,329 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,351 in Educational Services (3,735 peers)

Coverage in Colorado

Regis University Defined Contribution Plan covers 1,329 participants in Colorado, 3.5x the typical Colorado plan (state average ~376 per filing). Assets: $164M.

#3,351
in Educational Services (3,735 peers)
+11.3%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Regis University Defined Contribution Plan's outsized position by total assets

Regis University Defined Contribution Plan vs every filed plan by assets

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

$163,723,300 Top 6% higher than 94% 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

Regis University Defined Contribution Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regis University Defined Contribution Plan lands in the large band (1,329 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Regis University Defined Contribution Plan reported net income rose from -$26M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Regis University Defined Contribution Plan end-of-year assets rose from $147M in the plan year 2022 filing to $164M in the plan year 2023 filing.
  • Regis University Defined Contribution Plan reported participants fell from 1,487 in the plan year 2022 filing to 1,329 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840402707 · Regis University PY 2023 · Other

Regis University Defined Contribution Plan · $164M · 1,329 · 94th

  • ASSETS $164M
  • ASSETS 1,329
  • ASSETS 94th
  • ASSETS Other
  • ASSETS near Davenport University Retirement Plan
  • ASSETS ind #3351

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 Colorado →

Regis University Defined Contribution Plan in the asset neighbourhood

Davenport University Retirement PlanDavenport University Retirem…$164MRegis University Defined Contribution PlanRegis University Defined Con…$164MBanner Health Employees 403(b) PlanBanner Health Employees 403(…$164MMuhlenberg College Defined Contribution PlanMuhlenberg College Defined C…$163MAui Supplemental Retirement Annuity Plan - Aui/Nrao Tda PlanAui Supplemental Retirement …$163M
End-of-year total assets ($M) among Regis University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$147M
Net Assets (End of Year)$164M
Net Income$17M
Employer EIN840402707
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Regis University)

Sponsor-wide plan assets over time

All Regis University plans reported in each filing year

Latest sponsor-wide plan assets
$169M 14.66927123601827% vs 2022
2024 filing year
$140M$150M$160M$170M$180M 202220232024 $147M $169M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 1,487 $147M
2023 1 1,329 $164M
2024 1 1,426 $169M

Nearby Other Plans in Colorado

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

Regis University Defined Contribution Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.5 Total assets ($B) Participants Regis University Defined Contribution Plan, Total assets ($B): 0.1637233 · Participants: 1329Regis University Defined Contribution PlanUcar Retirement Plan, Total assets ($B): 1.145684593 · Participants: 1444Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.898290586 · Participants: 8617Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.848101064 · Participants: 7241University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.525431207 · Participants: 2877Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.3525072 · Participants: 707Colorado College Retirement Benefit Plan
Regis University Defined Contribution Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Regis University Defined Contribution Plan side-by-side with 3 peers →

Regis University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Davenport University Retirement Plan in MI ($164M); by covered participants it is 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia in VA (1,328 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($164M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,329 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 Regis University Defined Contribution Plan assets move in 2023? ▼
Regis University Defined Contribution Plan grew at a solid clip - up 11.3% during 2023, from $147M to $164M. Reported net income was $17M.
How have Regis University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regis University's sponsor-wide assets grew 14.7%, from $147M to $169M.
Where does Regis University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Regis University Defined Contribution Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Regis University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Davenport University Retirement Plan in MI ($164M, 1,078 participants).
Which Other plans cover a similar participant headcount to Regis University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia in VA (1,328 participants, $73M 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 840402707.

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.