Other · DOL Form 5500 · 2023

Regional Enterprises, Inc. Retirement Plan

Data updated 2026-08-11

$119M
Total assets
1,027
Participants
92nd
Percentile by assets
$115,589
Avg per participant
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Official DOL plan name: Regional Enterprises, Inc. 403(b) Plan · Sponsored by Regional Enterprises, Inc. · Wisconsin · Healthcare & Social Assistance

$119M in assets, 1,027 participants

Regional Enterprises, Inc.'s Regional Enterprises, Inc. 403(b) Plan reported $119M in total assets and 1,027 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #16,503 in Healthcare & Social Assistance (17,684 peers)

Where Regional Enterprises, Inc. 403(b) Plan sits by assets

Regional Enterprises, Inc. 403(b) Plan sits in the top 10% of all filed plans by assets, $119M for 1,027 participants (~$115,589/participant), up 21.4% in 2023.

$119M
total plan assets (2023 EOY)
1,027
covered participants
92nd
percentile by assets (of 127,072 plans)
$115,589
avg assets per participant

Where Regional Enterprises, Inc. 403(b) Plan sits by total assets

Regional Enterprises, Inc. 403(b) Plan vs every filed plan by assets

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

$118,710,083 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Regional Enterprises, Inc. 403(b) Plan reported net income rose from -$16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Regional Enterprises, Inc. 403(b) Plan end-of-year assets rose from $98M in the plan year 2022 filing to $119M in the plan year 2023 filing.
  • Regional Enterprises, Inc. 403(b) Plan reported participants rose from 971 in the plan year 2022 filing to 1,027 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Wisconsin
Industry
Healthcare & Social Assistance

Regional Enterprises, Inc. 403(b) Plan vs the 2023 asset distribution

By assets, Regional Enterprises, Inc. 403(b) Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$119M
Net Income$21M
Employer EIN391555837
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Regional Enterprises, Inc.)

$80M$100M$120M$140M$160M 202220232024 $97.8M $138M ▲ +40.7%
Total plan assets by year, all Regional Enterprises, Inc. plans on file
Year Plans Participants Total Assets
2022 1 971 $98M
2023 1 1,027 $119M
2024 1 1,151 $138M

Nearby Other Plans in Wisconsin

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

Regional Enterprises, Inc. 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 00.511.522.5 Total assets ($B) Participants Regional Enterprises…, Total assets ($B): 0.118710083 · Participants: 1027Regional Enterprises…The Medical College …, Total assets ($B): 2.346022816 · Participants: 6591The Medical College …Froedtert Health, In…, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, In…University of Wiscon…, Total assets ($B): 1.274399771 · Participants: 1636University of Wiscon…Children's Hospital …, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital …Marquette University…, Total assets ($B): 0.864665552 · Participants: 3157Marquette University…
Regional Enterprises, Inc. 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Regional Enterprises, Inc. 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Regional Enterprises, Inc. 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Regional Enterprises, Inc. 403(b) Plan assets move in 2023? ▼
Regional Enterprises, Inc. 403(b) Plan grew sharply - up 21.4% during 2023, from $98M to $119M. Reported net income was $21M.
How have Regional Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regional Enterprises, Inc.'s sponsor-wide assets grew 40.7%, from $98M to $138M.
Where does Regional Enterprises, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Regional Enterprises, Inc. 403(b) Plan ranks in the 92nd 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 Regional Enterprises, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania in PA ($119M, 3,210 participants).

Next read for Regional Enterprises, Inc. 403(b) Plan

Scale reading

Ways to act on Regional Enterprises, Inc. 403(b) Plan's numbers.

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 391555837.

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.