Other · DOL Form 5500 · 2023
Regional Enterprises, Inc. Retirement Plan
Data updated 2026-08-25
- $119M
- Total assets Near avg plan size
- 1,027
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $115,589
- Avg per participant Below avg balance/head
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.
- #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.
- #16,503
- in Healthcare & Social Assistance (17,684 peers)
- +21.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Regional Enterprises, Inc. 403(b) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Regional Enterprises, Inc. 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regional Enterprises, Inc. 403(b) Plan lands in the large band (1,027 participants).
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.
Plan-year Form 5500 strip
Filing strip 391555837 · Regional Enterprises, Inc. PY 2023 · Other
Regional Enterprises, Inc. 403(b) Plan · $119M · 1,027 · 92nd
- PCT $119M
- EIN 1,027
- RANK 92nd
- PHOTO Other
- IND near 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania
- EOY ind #16503
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 →
Regional Enterprises, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | $21M |
| Employer EIN | 391555837 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Regional Enterprises, Inc.)
Sponsor-wide plan assets over time
All Regional Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $138M 40.71411887736712% vs 2022
- 2024 filing year
| 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.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
Regional Enterprises, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania in PA ($119M); by covered participants it is Clearbrook Pension Savings Plan in IL (1,027 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($119M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,027 participants); asset peers above are excluded.
- Clearbrook Pension Savings Plan (IL) 1,027 · 0 off
- Hawaii Pacific University 403(b) Retirement Plan (HI) 1,027 · 0 off
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan (MA) 1,028 · 1 off
- Cape Regional Medical Center Defined Contribution Retirement Plan (NJ) 1,026 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.