· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
REGIONAL PLAN ASSOCIATION, INC. — REGIONAL PLAN ASSOCIATION DC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250827082344NAL0016303712001
REGIONAL PLAN ASSOCIATION, INC.
Form 5500-SF
FILING_RECEIVED
REGIONAL PLAN ASSOCIATION DC RETIREMENT PLAN
403(b) retirement plan
Active participants
34
Accounts w/ balance
86
Plan assets (EOY)
$15.2M
Net assets (EOY)
$15.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
REGIONAL PLAN ASSOCIATION, INC.
.
Find decision makers
Plan sponsor
Name
REGIONAL PLAN ASSOCIATION, INC.
EIN
13-1624154
Address
1 WHITEHALL STREET, FL 16 · NEW YORK, NY · 10004
Phone
(212) 420-6613
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
NEXUS SOLUTIONS, LLC
NEXUS SOLUTIONS LLC RETIREMENT SAVINGS PLAN
$15.2M · 68 participants
AVITURE, INC.
AVITURE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$15.2M · 89 participants
DORADO HEALTH, INC.
MANATI MEDICAL CENTER RETIREMENT PLAN
$15.2M · 2,163 participants
CENERGY INTERNATIONAL SERVICES, INC.
CENERGY INTERNATIONAL SERVICES, INC. 401(K) PLAN
$15.2M · 444 participants
SGI, INC.
SGI, INC. 401(K) PROFIT SHARING PLAN
$15.2M · 142 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
PIVOT INTERMEDIARY, INC.
PIVOT INTERMEDIARY, INC 401(K) PROFIT SHARING PLAN AND TRUST
$15.2M · 227 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
