401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$6M
Total assets Small plan by assets
59
Participants Small participant base
48th
Percentile by assets National rank
$102,104
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

$6M in assets, 59 participants

Regan Heating & Air-Conditioning Inc.'s Regan Heating & Air-Conditioning 401(k) Plan reported $6M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,173 in Construction (9,030 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 $6M / 59 participants.

#4,173
in Construction (9,030 peers)
+17.4%
assets growth YoY

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 2023 · DOL Form 5500

$6,024,135 48th percentile higher than 48% 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

Regan Heating & Air-Conditioning 401(k) 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. Regan Heating & Air-Conditioning 401(k) Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Regan Heating & Air-Conditioning 401(k) Plan reported net income rose from -$888K in the plan year 2022 filing to $894K in the plan year 2023 filing.
  • Regan Heating & Air-Conditioning 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Regan Heating & Air-Conditioning 401(k) Plan reported participants fell from 68 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050350115 · Regan Heating & Air-Conditioning Inc. PY 2023 · 401(k)

Regan Heating & Air-Conditioning 401(k) Plan · $6M · 59 · 48th

  • BOY $6M
  • SCH 59
  • EBSA 48th
  • PART 401(k)
  • TYPE near Donson Machine Co., Inc. Employees' 401(k) Profit Sharing Plan
  • NET ind #4173

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

Bernhardt & Smith Orthodontics, PC 401(k) PlanBernhardt & Smith Orthodonti…$6MGreene Group Industries 401(k) PlanGreene Group Industries 401(…$6MRegan Heating & Air-Conditioning 401(k) PlanRegan Heating & Air-Conditio…$6MDonson Machine Co., Inc. Employees' 401(k) Profit Sharing PlanDonson Machine Co., Inc. Emp…$6MGulftex Energy LLC 401(k) Profit Sharing Plan & TrustGulftex Energy LLC 401(k) Pr…$6M
End-of-year total assets ($M) among Regan Heating & Air-Conditioning 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$894K
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): 0.006024135 · Participants: 59Regan Heating & Air-Conditioning 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm 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 Donson Machine Co., Inc. Employees' 401(k) Profit Sharing Plan in IL ($6M); by covered participants it is Pretzels, Inc. 401(k) in IN (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Regan Heating & Air-Conditioning 401(k) Plan assets move in 2023? ▼
Regan Heating & Air-Conditioning 401(k) Plan grew sharply - up 17.4% during 2023, from $5M to $6M. Reported net income was $894K.
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 Donson Machine Co., Inc. Employees' 401(k) Profit Sharing Plan in IL ($6M, 163 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 Pretzels, Inc. 401(k) in IN (59 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 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.