401(k) · DOL Form 5500 · 2023

Rgi Management Company LLC 401(k) Plan

Data updated 2026-08-11

$99M
Total assets
864
Participants
91st
Percentile by assets
$115,057
Avg per participant
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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.

  • 91st percentile by assets (of 127,072 plans)
  • #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.

$99M
total plan assets (2023 EOY)
864
covered participants
91st
percentile by assets (of 127,072 plans)
$115,057
avg assets per participant

Where U.S. Digestive Health Retirement Plan sits 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 $2,010,000,000 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

  • 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 →

State
Pennsylvania
Industry
Healthcare & Social Assistance

U.S. Digestive Health Retirement Plan vs the 2023 asset distribution

By assets, U.S. Digestive Health Retirement Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

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)

$60M$80M$100M$120M$140M 202220232024 $76.5M $124M ▲ +62.7%
Total plan assets by year, all Rgi Management Company LLC plans on file
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 ($B) Participants U.S. Digestive Healt…, Total assets ($B): 0.09940884 · Participants: 864U.S. Digestive Healt…Comcast Corporation …, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation …Cigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirem…, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirem…The PNC Financial Se…, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Se…The Bank of New York…, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to U.S. Digestive Health Retirement Plan by total assets, not by location.

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).

Next read for U.S. Digestive Health Retirement Plan

Scale reading

Ways to act on U.S. Digestive Health Retirement 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 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.