401(k) · DOL Form 5500 · 2023

Rgi Management Company LLC 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
864
Participants Near avg headcount
91st
Percentile by assets National rank
$115,057
Avg per participant Below avg balance/head
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Official DOL plan name: U.S. Digestive Health Retirement Plan · Sponsored by Rgi Management Company LLC · Pennsylvania · Healthcare & Social Assistance

$99M in assets, 864 participants

Rgi Management Company LLC's U.S. Digestive Health Retirement Plan reported $99M in total assets and 864 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,319 in Healthcare & Social Assistance (17,684 peers)

Where U.S. Digestive Health Retirement Plan sits by assets

U.S. Digestive Health Retirement Plan sits in the top 10% of all filed plans by assets, $99M for 864 participants (~$115,057/participant), up 30.0% in 2023.

#16,319
in Healthcare & Social Assistance (17,684 peers)
+30.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

U.S. Digestive Health Retirement Plan's outsized position by total assets

U.S. Digestive Health Retirement Plan vs every filed plan by assets

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

$99,408,840 Top 9% higher than 91% 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

U.S. Digestive Health Retirement 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. U.S. Digestive Health Retirement Plan sits mid-pack in the medium band (864 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U.S. Digestive Health Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • U.S. Digestive Health Retirement Plan reported participants rose from 653 in the plan year 2022 filing to 864 in the plan year 2023 filing.
  • U.S. Digestive Health Retirement Plan end-of-year assets rose from $76M in the plan year 2022 filing to $99M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 834061415 · Rgi Management Company LLC PY 2023 · 401(k)

U.S. Digestive Health Retirement Plan · $99M · 864 · 91st

  • SCH $99M
  • EBSA 864
  • PART 91st
  • TYPE 401(k)
  • NET near Brandt Holdings Company 401(k) Plan
  • BOOK ind #16319

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 Pennsylvania →

U.S. Digestive Health Retirement Plan in the asset neighbourhood

Beacon Mutual Insurance Company 401(k) PlanBeacon Mutual Insurance Comp…$99MSid Dillon 401(k) Plan$99MPsemi Corporation 401(k) Plan$99MU.S. Digestive Health Retirement PlanU.S. Digestive Health Retire…$99MBrandt Holdings Company 401(k) PlanBrandt Holdings Company 401(…$99M
End-of-year total assets ($M) among U.S. Digestive Health Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$99M
Net Income$23M
Employer EIN834061415
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rgi Management Company LLC)

Sponsor-wide plan assets over time

All Rgi Management Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$124M 62.75226677812671% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $76.5M $124M ▲ +62.7%
Year Plans Participants Total Assets
2022 1 653 $76M
2023 1 864 $99M
2024 1 1,038 $124M

Nearby 401(k) Plans in Pennsylvania

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

U.S. Digestive Health Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants U.S. Digestive Health Retirement Plan, Total assets ($B): 0.09940884 · Participants: 864U.S. Digestive Health Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
U.S. Digestive Health Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare U.S. Digestive Health Retirement Plan side-by-side with 3 peers →

U.S. Digestive Health Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Brandt Holdings Company 401(k) Plan in ND ($99M); by covered participants it is Daiohs U.S.a., Inc 401(k) Savings and Profit Sharing Plan in IL (864 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($99M here).

Similar participant headcount

Nearest other-state filings by covered participants (864 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 U.S. Digestive Health Retirement Plan assets move in 2023? ▼
U.S. Digestive Health Retirement Plan grew sharply - up 30.0% during 2023, from $76M to $99M. Reported net income was $23M.
How have Rgi Management Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rgi Management Company LLC's sponsor-wide assets grew 62.8%, from $76M to $124M.
Where does U.S. Digestive Health Retirement Plan rank by assets among Form 5500 filers? ▼
U.S. Digestive Health Retirement Plan ranks in the 91st 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 401(k) plans are similar in size to U.S. Digestive Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brandt Holdings Company 401(k) Plan in ND ($99M, 1,831 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Digestive Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daiohs U.S.a., Inc 401(k) Savings and Profit Sharing Plan in IL (864 participants, $24M 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 834061415.

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.