401(k) · DOL Form 5500 · 2024

Regan Heating & Air-Conditioning Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
57
Participants Small participant base
49th
Percentile by assets National rank
$124,559
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Regan Heating & Air-Conditioning 401(k) Plan · Sponsored by Regan Heating & Air-Conditioning Inc. · Rhode Island · Construction

$7M in assets, 57 participants

Regan Heating & Air-Conditioning Inc.'s Regan Heating & Air-Conditioning 401(k) Plan reported $7M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,248 in Construction (9,039 peers)

Regan Heating & Air-Conditioning Inc. multi-year trail

Regan Heating & Air-Conditioning Inc.'s plans moved +38.4% in assets from 2022 to 2024; this filing shows Regan Heating & Air-Conditioning 401(k) Plan at $7M / 57 participants.

#4,248
in Construction (9,039 peers)
+17.9%
assets growth YoY

Regan Heating & Air-Conditioning 401(k) Plan's mid-pack asset rank among Construction and all filers

Regan Heating & Air-Conditioning 401(k) Plan vs every filed plan by assets

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

$7,099,868 49th percentile higher than 49% 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

Regan Heating & Air-Conditioning 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regan Heating & Air-Conditioning 401(k) Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Regan Heating & Air-Conditioning 401(k) Plan reported net income rose from $894K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Regan Heating & Air-Conditioning 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Regan Heating & Air-Conditioning 401(k) Plan reported participants fell from 59 in the plan year 2023 filing to 57 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 050350115 · Regan Heating & Air-Conditioning Inc. PY 2024 · 401(k)

Regan Heating & Air-Conditioning 401(k) Plan · $7M · 57 · 49th

  • EOY $7M
  • EOY 57
  • EOY 49th
  • EOY 401(k)
  • EOY near The Lumbee Tribe of Nc 401(k) Plan
  • EOY ind #4248

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 Construction retirement plans → · Plans in Rhode Island →

Regan Heating & Air-Conditioning 401(k) Plan in the asset neighbourhood

Regan Heating & Air-Conditioning 401(k) PlanRegan Heating & Air-Conditio…$7MThe Lumbee Tribe of Nc 401(k) PlanThe Lumbee Tribe of Nc 401(k…$7MPioneer Construction 401(k) PlanPioneer Construction 401(k) …$7MNehemiah Manufacturing 401(k) PlanNehemiah Manufacturing 401(k…$7MPediatric Specialists 401(k) PlanPediatric Specialists 401(k)…$7M
End-of-year total assets ($M) among Regan Heating & Air-Conditioning 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Regan Heating & Air-Conditioning Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Regan Heating & Air-Conditioning Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 38.39073146903908% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.13M $7.1M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 68 $5M
2023 1 59 $6M
2024 1 57 $7M

Regan Heating & Air-Conditioning Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN050350115
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Regan Heating & Air-Conditioning 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Regan Heating & Air-Conditioning 401(k) Plan, Total assets ($B): 0.007099868 · Participants: 57Regan Heating & Air-Conditioning 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Regan Heating & Air-Conditioning 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Regan Heating & Air-Conditioning 401(k) Plan side-by-side with 3 peers →

Regan Heating & Air-Conditioning 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is The Lumbee Tribe of Nc 401(k) Plan in NC ($7M); by covered participants it is Certified 401(k) Plan in FL (57 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Regan Heating & Air-Conditioning 401(k) Plan assets move in 2024? ▼
Regan Heating & Air-Conditioning 401(k) Plan grew sharply - up 17.9% during 2024, from $6M to $7M. Reported net income was $1M.
How have Regan Heating & Air-Conditioning Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regan Heating & Air-Conditioning Inc.'s sponsor-wide assets grew 38.4%, from $5M to $7M.
Which 401(k) plans are similar in size to Regan Heating & Air-Conditioning 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Lumbee Tribe of Nc 401(k) Plan in NC ($7M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Regan Heating & Air-Conditioning 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Certified 401(k) Plan in FL (57 participants, $702K 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 050350115.

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.