401(k) · DOL Form 5500 · 2023

Regency Enterprises, Incorporated 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
178
Participants Small participant base
73rd
Percentile by assets National rank
$115,137
Avg per participant Below avg balance/head
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Official DOL plan name: Regency Enterprises 401(k) Savings & Investment Plan Trust · Sponsored by Regency Enterprises, Incorporated · California · Wholesale Trade

$20M in assets, 178 participants

Regency Enterprises, Incorporated's Regency Enterprises 401(k) Savings & Investment Plan Trust reported $20M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,423 in Wholesale Trade (6,309 peers)

Coverage in California

Regency Enterprises 401(k) Savings & Investment Plan Trust covers 178 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $20M.

#4,423
in Wholesale Trade (6,309 peers)
+20.2%
assets growth YoY

Regency Enterprises 401(k) Savings & Investment Plan Trust's outsized position by total assets

Regency Enterprises 401(k) Savings & Investment Plan Trust vs every filed plan by assets

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

$20,494,452 Top 27% higher than 73% 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 Enterprises 401(k) Savings & Investment Plan Trust 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. Regency Enterprises 401(k) Savings & Investment Plan Trust sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Regency Enterprises 401(k) Savings & Investment Plan Trust reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Regency Enterprises 401(k) Savings & Investment Plan Trust end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Regency Enterprises 401(k) Savings & Investment Plan Trust reported participants rose from 176 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953601775 · Regency Enterprises, Incorporated PY 2023 · 401(k)

Regency Enterprises 401(k) Savings & Investment Plan Trust · $20M · 178 · 73rd

  • TYPE $20M
  • NET 178
  • BOOK 73rd
  • VS-ST 401(k)
  • BOY near July Business Services 401(k) Plan
  • SCH ind #4423

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 Wholesale Trade retirement plans → · Plans in California →

Regency Enterprises 401(k) Savings & Investment Plan Trust in the asset neighbourhood

Community Bancshares, Inc. 401(k) Savings Plan & TCommunity Bancshares, Inc. 4…$20MRegency Enterprises 401(k) Savings & Investment Plan TrustRegency Enterprises 401(k) S…$20MJuly Business Services 401(k) PlanJuly Business Services 401(k…$20MIrdeto USA, Inc. Savings Plan$20MHgc 401(k) Savings Plan$20M
End-of-year total assets ($M) among Regency Enterprises 401(k) Savings & Investment Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN953601775
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Regency Enterprises, Incorporated)

Sponsor-wide plan assets over time

All Regency Enterprises, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$24M 38.14127609016393% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.1M $23.6M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 176 $17M
2023 1 178 $20M
2024 1 162 $24M

Nearby 401(k) Plans in California

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

Regency Enterprises 401(k) Savings & Investment Plan Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Regency Enterprises 401(k) Savings & Investment Plan Trust, Total assets ($B): 0.020494452 · Participants: 178Regency Enterprises 401(k) Savings & Investment Plan TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Regency Enterprises 401(k) Savings & Investment Plan Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Regency Enterprises 401(k) Savings & Investment Plan Trust side-by-side with 3 peers →

Regency Enterprises 401(k) Savings & Investment Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is July Business Services 401(k) Plan in TX ($20M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Enterprises 401(k) Savings & Investment Plan Trust assets move in 2023? ▼
Regency Enterprises 401(k) Savings & Investment Plan Trust grew sharply - up 20.2% during 2023, from $17M to $20M. Reported net income was $3M.
How have Regency Enterprises, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regency Enterprises, Incorporated's sponsor-wide assets grew 38.1%, from $17M to $24M.
Which 401(k) plans are similar in size to Regency Enterprises 401(k) Savings & Investment Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is July Business Services 401(k) Plan in TX ($20M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Regency Enterprises 401(k) Savings & Investment Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 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 953601775.

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.