401(k) · DOL Form 5500 · 2024

Regis Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Regis Management Company, LLC 401(k) Plan · Sponsored by Regis Management Company, LLC · California · Finance & Insurance

$2M in assets, 2 participants

Regis Management Company, LLC's Regis Management Company, LLC 401(k) Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,597 in Finance & Insurance (8,549 peers)

Regis Management Company, LLC multi-year trail

Regis Management Company, LLC's plans moved -53.2% in assets from 2022 to 2024; this filing shows Regis Management Company, LLC 401(k) Plan at $2M / 2 participants.

#1,597
in Finance & Insurance (8,549 peers)
+17.2%
assets growth YoY

Regis Management Company, LLC 401(k) Plan among the smaller filed plans by assets

Regis Management Company, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,027,074 30th percentile higher than 30% of 123,620 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 2024

Regis Management Company, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regis Management Company, LLC 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Regis Management Company, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2023 filing to $298K in the plan year 2024 filing.
  • Regis Management Company, LLC 401(k) Plan reported participants fell from 4 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Regis Management Company, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 912190016 · Regis Management Company, LLC PY 2024 · 401(k)

Regis Management Company, LLC 401(k) Plan · $2M · 2 · 30th

  • NET $2M
  • BOOK 2
  • VS-ST 30th
  • BOY 401(k)
  • SCH near Amerequip Corporation Union Employees 401(k) Plan
  • EBSA ind #1597

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 Finance & Insurance retirement plans → · Plans in California →

Regis Management Company, LLC 401(k) Plan in the asset neighbourhood

Regis Management Company, LLC 401(k) PlanRegis Management Company, LL…$2MAmerequip Corporation Union Employees 401(k) PlanAmerequip Corporation Union …$2MTresfinale, Inc. 401(k) Profit Sharing PlanTresfinale, Inc. 401(k) Prof…$2MNorthwest Services of Swanton Inc. Retirement PlanNorthwest Services of Swanto…$2MJason Fowler, Dds, PLLC 401(k) Profit Sharing PlanJason Fowler, Dds, PLLC 401(…$2M
End-of-year total assets ($M) among Regis Management Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Regis Management Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Regis Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 53.24271932446846% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $4.34M $2.03M ▼ -53.2%
Year Plans Participants Total Assets
2022 1 15 $4M
2023 1 4 $2M
2024 1 2 $2M

Regis Management Company, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$298K
Employer EIN912190016
Plan Effective Date2003-09-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Regis Management Company, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Regis Management Company, LLC 401(k) Plan, Total assets ($B): 0.002027074 · Participants: 2Regis Management Company, LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Regis Management Company, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Regis Management Company, LLC 401(k) Plan side-by-side with 3 peers →

Regis Management Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Amerequip Corporation Union Employees 401(k) Plan in WI ($2M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Regis Management Company, LLC 401(k) Plan assets move in 2024? ▼
Regis Management Company, LLC 401(k) Plan grew sharply - up 17.2% during 2024, from $2M to $2M. Reported net income was $298K.
How have Regis Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regis Management Company, LLC's sponsor-wide assets declined 53.2%, from $4M to $2M.
Which 401(k) plans are similar in size to Regis Management Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amerequip Corporation Union Employees 401(k) Plan in WI ($2M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Regis Management Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 912190016.

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.