Profit Sharing · DOL Form 5500 · 2023
Regatta Inc Profit Sharing Plan
Data updated 2026-08-25
- $248K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $247,937
- Avg per participant Above avg balance/head
Official DOL plan name: Regatta Inc Retirement Plan · Sponsored by Regatta Inc · Alabama · Other Services
$248K in assets, 1 participants
Regatta Inc's Regatta Inc Retirement Plan reported $248K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #2,076 in Other Services (7,857 peers)
What the 2023 filing shows
Regatta Inc Retirement Plan holds $248K for 1 participant - about $247,937 per participant, among the smaller plans by assets on file.
- #2,076
- in Other Services (7,857 peers)
- +0.0%
- assets growth YoY
Regatta Inc Retirement Plan among the smaller filed plans by assets
Regatta Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$247,937 12th percentile higher than 12% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Regatta Inc Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regatta Inc Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Regatta Inc Retirement Plan reported net income rose from $1 in the plan year 2022 filing to $9 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 830625783 · Regatta Inc PY 2023 · Profit Sharing
Regatta Inc Retirement Plan · $248K · 1 · 12th
- EIN $248K
- EIN 1
- EIN 12th
- EIN Profit Sharing
- EIN near Bev's Homes Inc. Retirement Plan
- EIN ind #2076
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 Other Services retirement plans → · Plans in Alabama →
Regatta Inc Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $248K |
|---|---|
| Net Assets (End of Year) | $248K |
| Net Income | $9 |
| Employer EIN | 830625783 |
| Plan Effective Date | 2018-05-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Regatta Inc)
Sponsor-wide plan assets over time
All Regatta Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $267K 7.848649607950696% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $248K |
| 2023 | 1 | 1 | $248K |
| 2024 | 1 | 2 | $267K |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Health Care Authority for Baptist Health Matching Dollar Plan $45M · 2,207
- Pathology Associates, P.C. Profit Sharing Plan and Trust $33M · 42
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $27M · 16
- Auto Investment, Inc. 401(k) Plan $24M · 392
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan $15M · 103
Regatta Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is Bev's Homes Inc. Retirement Plan in AZ ($248K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($248K here).
- Bev's Homes Inc. Retirement Plan (AZ) $248K · 2
- John D. Hixson, D.D.S., P.S. Profit Sharing Plan (WA) $248K · 8
- Happy Hunting, Inc. Profit Sharing Plan (FL) $248K · 1
- Vahr Inc. Retirement Plan (TX) $248K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.