401(k) · DOL Form 5500 · 2024

Regency Terrace South, Inc. D/B/a Hales Corner Care Center 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
105
Participants Small participant base
43rd
Percentile by assets National rank
$50,868
Avg per participant Low balance/head
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Official DOL plan name: Regency Terrace South 401(k) Profit Sharing Plan · Sponsored by Regency Terrace South, Inc. D/B/a Hales Corner Care Center · Wisconsin · Healthcare & Social Assistance

$5M in assets, 105 participants

Regency Terrace South, Inc. D/B/a Hales Corner Care Center's Regency Terrace South 401(k) Profit Sharing Plan reported $5M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,860 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Regency Terrace South 401(k) Profit Sharing Plan covers 105 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#7,860
in Healthcare & Social Assistance (16,916 peers)
-8.0%
assets change YoY

The plan reported a net loss of $467K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Regency Terrace South 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Regency Terrace South 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,341,092 43rd percentile higher than 43% 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

Regency Terrace South 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regency Terrace South 401(k) Profit Sharing Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Regency Terrace South 401(k) Profit Sharing Plan reported net income fell from $316K in the plan year 2023 filing to -$467K in the plan year 2024 filing.
  • Regency Terrace South 401(k) Profit Sharing Plan reported participants fell from 253 in the plan year 2023 filing to 105 in the plan year 2024 filing.
  • Regency Terrace South 401(k) Profit Sharing Plan end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391098276 · Regency Terrace South, Inc. D/B/a Hales Corner Care Center PY 2024 · 401(k)

Regency Terrace South 401(k) Profit Sharing Plan · $5M · 105 · 43rd

  • PART $5M
  • TYPE 105
  • NET 43rd
  • BOOK 401(k)
  • VS-ST near The Seastrom Tuttle & Murphy 401(k) Plan
  • BOY ind #7860

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 →

Regency Terrace South 401(k) Profit Sharing Plan in the asset neighbourhood

Regency Terrace South 401(k) Profit Sharing PlanRegency Terrace South 401(k)…$5MThe Seastrom Tuttle & Murphy 401(k) PlanThe Seastrom Tuttle & Murphy…$5MSchill Landscaping LLC 401(k) PlanSchill Landscaping LLC 401(k…$5MCommunity Progress Council, Inc. 401(k) PlanCommunity Progress Council, …$5MNew Healthworks, Inc. 401(k) PlanNew Healthworks, Inc. 401(k)…$5M
End-of-year total assets ($M) among Regency Terrace South 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$467K
Employer EIN391098276
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Regency Terrace South, Inc. D/B/a Hales Corner Care Center)

Sponsor-wide plan assets over time

All Regency Terrace South, Inc. D/B/a Hales Corner Care Center plans reported in each filing year

Latest sponsor-wide plan assets
$5M 2.7370463674615224% vs 2022
2024 filing year
$5.2M$5.4M$5.6M$5.8M$6M 202220232024 $5.49M $5.34M ▼ -2.7%
Year Plans Participants Total Assets
2022 1 246 $5M
2023 1 253 $6M
2024 1 105 $5M

Nearby 401(k) Plans in Wisconsin

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

Regency Terrace South 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Regency Terrace South 401(k) Profit Sharing Plan, Total assets ($B): 0.005341092 · Participants: 105Regency Terrace South 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Regency Terrace South 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Regency Terrace South 401(k) Profit Sharing Plan side-by-side with 3 peers →

Regency Terrace South 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Seastrom Tuttle & Murphy 401(k) Plan in CA ($5M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Regency Terrace South 401(k) Profit Sharing Plan assets move in 2024? ▼
Regency Terrace South 401(k) Profit Sharing Plan pulled back noticeably - down 8.0% during 2024, from $6M to $5M. Reported net income was -$467K.
How have Regency Terrace South, Inc. D/B/a Hales Corner Care Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regency Terrace South, Inc. D/B/a Hales Corner Care Center's sponsor-wide assets declined 2.7%, from $5M to $5M.
Which 401(k) plans are similar in size to Regency Terrace South 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Seastrom Tuttle & Murphy 401(k) Plan in CA ($5M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Regency Terrace South 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 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 391098276.

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.