401(k) · DOL Form 5500 · 2023

Regency Terrace South, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
253
Participants Below avg headcount
47th
Percentile by assets National rank
$22,955
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Regency Terrace South 401(k) Profit Sharing Plan · Sponsored by Regency Terrace South, Inc. · Wisconsin · Healthcare & Social Assistance

$6M in assets, 253 participants

Regency Terrace South, Inc.'s Regency Terrace South 401(k) Profit Sharing Plan reported $6M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,167 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Regency Terrace South 401(k) Profit Sharing Plan covers 253 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#9,167
in Healthcare & Social Assistance (17,684 peers)
+5.8%
assets growth YoY

Regency Terrace South 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Regency Terrace South 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,807,637 47th percentile higher than 47% 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 Terrace South 401(k) Profit Sharing Plan 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 Terrace South 401(k) Profit Sharing Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Regency Terrace South 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $316K in the plan year 2023 filing.
  • Regency Terrace South 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Regency Terrace South 401(k) Profit Sharing Plan reported participants rose from 246 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391098276 · Regency Terrace South, Inc. PY 2023 · 401(k)

Regency Terrace South 401(k) Profit Sharing Plan · $6M · 253 · 47th

  • BOOK $6M
  • BOOK 253
  • BOOK 47th
  • BOOK 401(k)
  • BOOK near Mcginnis Wood Products, Inc. 401(k) Plan
  • BOOK ind #9167

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Regency Terrace South 401(k) Profit Sharing Plan in the asset neighbourhood

Regency Terrace South 401(k) Profit Sharing PlanRegency Terrace South 401(k)…$6MMcginnis Wood Products, Inc. 401(k) PlanMcginnis Wood Products, Inc.…$6MArbitersports, LLC 401(k) PlanArbitersports, LLC 401(k) Pl…$6MPremier Brands of America Inc 401(k) Profit Sharing Plan & TrustPremier Brands of America In…$6MCharter Construction, Inc.$6M
End-of-year total assets ($M) among Regency Terrace South 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$316K
Employer EIN391098276
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Regency Terrace South, Inc.)

Sponsor-wide plan assets over time

All Regency Terrace South, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 2.7370463674615224% vs 2022
2024 filing year
$5.2M$5.4M$5.6M$5.8M$6M 202220232024 $5.49M $5.34M ▼ -2.7%
Year Plans Participants Total Assets
2022 1 246 $5M
2023 1 253 $6M
2024 1 105 $5M

Nearby 401(k) Plans in Wisconsin

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

Regency Terrace South 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Regency Terrace South 401(k) Profit Sharing Plan, Total assets ($B): 0.005807637 · Participants: 253Regency Terrace South 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Regency Terrace South 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Regency Terrace South 401(k) Profit Sharing Plan side-by-side with 3 peers →

Regency Terrace South 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mcginnis Wood Products, Inc. 401(k) Plan in MO ($6M); by covered participants it is Helm Group, Inc. 401(k) Plan in IL (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Terrace South 401(k) Profit Sharing Plan assets move in 2023? ▼
Regency Terrace South 401(k) Profit Sharing Plan grew at a solid clip - up 5.8% during 2023, from $5M to $6M. Reported net income was $316K.
How have Regency Terrace South, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regency Terrace South, Inc.'s sponsor-wide assets declined 2.7%, from $5M to $5M.
Which 401(k) plans are similar in size to Regency Terrace South 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcginnis Wood Products, Inc. 401(k) Plan in MO ($6M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Regency Terrace South 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Helm Group, Inc. 401(k) Plan in IL (253 participants, $56M 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 391098276.

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.