Other · DOL Form 5500 · 2024
Regional Enterprises, Inc. Retirement Plan
Data updated 2026-08-25
- $138M
- Total assets Near avg plan size
- 1,151
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $119,594
- Avg per participant Near avg balance/head
Official DOL plan name: Regional Enterprises, Inc. 403(b) Plan · Sponsored by Regional Enterprises, Inc. · Wisconsin · Healthcare & Social Assistance
$138M in assets, 1,151 participants
Regional Enterprises, Inc.'s Regional Enterprises, Inc. 403(b) Plan reported $138M in total assets and 1,151 participants in its 2024 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.
- #15,801 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Regional Enterprises, Inc. 403(b) Plan covers 1,151 participants in Wisconsin, 2.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $138M.
- #15,801
- in Healthcare & Social Assistance (16,916 peers)
- +16.0%
- assets growth YoY
- 1.4×
- 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 2024 · DOL Form 5500
$137,652,682 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Regional Enterprises, Inc. 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (1,151 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Regional Enterprises, Inc. 403(b) Plan end-of-year assets rose from $119M in the plan year 2023 filing to $138M in the plan year 2024 filing.
- Regional Enterprises, Inc. 403(b) Plan reported participants rose from 1,027 in the plan year 2023 filing to 1,151 in the plan year 2024 filing.
- Regional Enterprises, Inc. 403(b) Plan reported net income fell from $21M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391555837 · Regional Enterprises, Inc. PY 2024 · Other
Regional Enterprises, Inc. 403(b) Plan · $138M · 1,151 · 92nd
- EOY $138M
- 5500 1,151
- ASSETS 92nd
- PCT Other
- EIN near Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan
- RANK ind #15801
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
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $138M |
| Net Income | $19M |
| 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 $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Regional Enterprises, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT ($138M); by covered participants it is University Physicians and Surgeons, Inc. Retirement Plan in WV (1,151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138M here).
- Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan (CT) $138M · 149
- Philadelphia University Defined Contribution Retirement Plan (PA) $138M · 527
- St. John's College Defined Contribution Retirement Plan (MD) $138M · 450
- Columbia Grammar and Preparatory School 403(b) DC Plan (NY) $138M · 425
Similar participant headcount
Nearest other-state filings by covered participants (1,151 participants); asset peers above are excluded.
- University Physicians and Surgeons, Inc. Retirement Plan (WV) 1,151 · 0 off
- Lifesouth 403(b) Plan (FL) 1,150 · 1 off
- Oaklawn Tax Sheltered Annuity Plan (MI) 1,149 · 2 off
- Shore Health System, Inc. 401(k) Plan (MD) 1,154 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.