Other · DOL Form 5500 · 2024

Regis University Retirement Plan

Data updated 2026-08-25

$169M
Total assets Near avg plan size
1,426
Participants Near avg headcount
94th
Percentile by assets National rank
$118,334
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Regis University Defined Contribution Plan · Sponsored by Regis University · Colorado · Educational Services

$169M in assets, 1,426 participants

Regis University's Regis University Defined Contribution Plan reported $169M in total assets and 1,426 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,236 in Educational Services (3,638 peers)

Coverage in Colorado

Regis University Defined Contribution Plan covers 1,426 participants in Colorado, 3.8x the typical Colorado plan (state average ~376 per filing). Assets: $169M.

#3,236
in Educational Services (3,638 peers)
+3.1%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Regis University Defined Contribution Plan's outsized position by total assets

Regis University Defined Contribution Plan vs every filed plan by assets

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

$168,743,590 Top 6% higher than 94% 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 University Defined Contribution 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. Regis University Defined Contribution Plan lands in the large band (1,426 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Regis University Defined Contribution Plan reported net income fell from $17M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Regis University Defined Contribution Plan reported participants rose from 1,329 in the plan year 2023 filing to 1,426 in the plan year 2024 filing.
  • Regis University Defined Contribution Plan end-of-year assets rose from $164M in the plan year 2023 filing to $169M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 840402707 · Regis University PY 2024 · Other

Regis University Defined Contribution Plan · $169M · 1,426 · 94th

  • 5500 $169M
  • ASSETS 1,426
  • PCT 94th
  • EIN Other
  • RANK near Lawrenceville School Defined Contribution Retirement Plan
  • PHOTO ind #3236

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 Educational Services retirement plans → · Plans in Colorado →

Regis University Defined Contribution Plan in the asset neighbourhood

Regis University Defined Contribution PlanRegis University Defined Con…$169MLawrenceville School Defined Contribution Retirement PlanLawrenceville School Defined…$169MAui Supplemental Retirement Annuity Plan - Aui/Nrao Tda PlanAui Supplemental Retirement …$168MBerea College Retirement Plan$168MBank Street College of Education Defined Contribution PlanBank Street College of Educa…$168M
End-of-year total assets ($M) among Regis University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$164M
Net Assets (End of Year)$169M
Net Income$5M
Employer EIN840402707
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Regis University)

Sponsor-wide plan assets over time

All Regis University plans reported in each filing year

Latest sponsor-wide plan assets
$169M 14.66927123601827% vs 2022
2024 filing year
$140M$150M$160M$170M$180M 202220232024 $147M $169M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 1,487 $147M
2023 1 1,329 $164M
2024 1 1,426 $169M

Nearby Other Plans in Colorado

Peer Other plans, same state, same plan type, ranked by total assets.

Regis University Defined Contribution Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.5 Total assets ($B) Participants Regis University Defined Contribution Plan, Total assets ($B): 0.16874359 · Participants: 1426Regis University Defined Contribution PlanUcar Retirement Plan, Total assets ($B): 1.230562754 · Participants: 1662Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 1.02857285 · Participants: 9224Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.908770068 · Participants: 7356University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.625099305 · Participants: 3207Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.381542052 · Participants: 717Colorado College Retirement Benefit Plan
Regis University Defined Contribution Plan vs. nearby Other plans in Colorado, assets vs. participants

Regis University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Lawrenceville School Defined Contribution Retirement Plan in NJ ($169M); by covered participants it is Calverthealth 403 (B) Plan in MD (1,426 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,426 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 University Defined Contribution Plan assets move in 2024?
Regis University Defined Contribution Plan edged up modestly - up 3.1% during 2024, from $164M to $169M. Reported net income was $5M.
How have Regis University plan assets changed over time?
Across 3 plan years on file (2022-2024), Regis University's sponsor-wide assets grew 14.7%, from $147M to $169M.
Where does Regis University Defined Contribution Plan rank by assets among Form 5500 filers?
Regis University Defined Contribution Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Regis University Defined Contribution Plan?
Among Other plans in other states, the closest by assets is Lawrenceville School Defined Contribution Retirement Plan in NJ ($169M, 570 participants).
Which Other plans cover a similar participant headcount to Regis University Defined Contribution Plan?
Among Other plans in other states, the closest by covered participants is Calverthealth 403 (B) Plan in MD (1,426 participants, $115M in assets).