Plan Ledger DOL Form 5500 · updated monthly

Regency Centers401(k)

REGENCY CENTERS 401(K) PROFIT SHARING PLAN · JACKSONVILLE, FL · plan year 2025

Reported admin expense ratio · 2025
0.08%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Regency Centers reported $139,630 in plan administrative expenses for 2025: 0.08% of average plan assets, below the peer median. Employer contributions averaged $11,582 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.10% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 192nd-largest of 3,644 plans among Florida employers on file, and the 64th of 2,096 in real estate & leasing. In 2025, employees put in $1.01 for every $1.00 the employer contributed; active participation has grown from 431 to 501 since 2022.

Plan summary
Net assets, end of year$191,322,990
Participants with balances687
Active participants501
Employer contributions$5,802,605
Employee contributions$5,880,817
Employer contribution per active participant$11,582
Average account balance$278,491
Benefits paid to participants$10,762,799
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$191.3M · 687 accts · $5.8M emplr
2024$165.2M · 666 accts · $5.7M emplr
2023$140.4M · 681 accts · $5.3M emplr
2022$123.9M · 658 accts · $4.5M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$83,384
Investment management$56,246
Total administrative$139,630
The Regency Centers 401(k) match · 2025
Employer contribution per active participant$11,582
Median for plans this size$4,093
2025$11,582 per active participant
2024$11,633 per active participant
2023$11,046 per active participant
2022$10,406 per active participant

Regency Centers's 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$84,876
REGIONS BANK · Contract administrator · Trustee$56,246

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$139,630 · 0.08%
2024$143,320 · 0.09%
2023$133,084 · 0.10%
2022$131,154 · 0.10%
Similar plansReal Estate & Leasing · Florida
The Hertz Corporation FL$637.8M · 0.10%
Herc Rentals, Inc. FL$487.5M · 0.02%
Rpc, Inc. FL$326.1M · 0.09%
Lnr Property LLC FL$116.6M · 0.05%
Dream Finders Homes, LLC FL$98.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593191743 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.