Other · DOL Form 5500 · 2022

The Head-Royce School Retirement Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
170
Participants Small participant base
90th
Percentile by assets National rank
$402,548
Avg per participant High balance/head
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Official DOL plan name: The Head-Royce School 403(b) Plan · Sponsored by The Head-Royce School · California · Educational Services

$68M in assets, 170 participants

The Head-Royce School's The Head-Royce School 403(b) Plan reported $68M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,307 in Educational Services (4,024 peers)

Coverage in California

The Head-Royce School 403(b) Plan covers 170 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $68M.

#3,307
in Educational Services (4,024 peers)
-14.8%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Head-Royce School 403(b) Plan's outsized position by total assets

The Head-Royce School 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$68,433,157 Top 10% higher than 90% of 139,123 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 2022

The Head-Royce School 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Head-Royce School 403(b) Plan sits mid-pack in the medium band (170 participants).

EBSA filing schedule strip

Filing strip 941518656 · The Head-Royce School PY 2022 · Other

The Head-Royce School 403(b) Plan · $68M · 170 · 90th

  • BOY $68M
  • BOY 170
  • BOY 90th
  • BOY Other
  • BOY near Westminster College Defined Contribution Retirement Plan
  • BOY ind #3307

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 California →

The Head-Royce School 403(b) Plan in the asset neighbourhood

Westminster College Defined Contribution Retirement PlanWestminster College Defined …$68MThe Head-Royce School 403(b) PlanThe Head-Royce School 403(b)…$68MThe St. Paul's Schools 403(b) Retirement PlanThe St. Paul's Schools 403(b…$68MMercy Housing, Inc. 403(b) PlanMercy Housing, Inc. 403(b) P…$68MFrancis W. Parker School Defined Contribution Retirement PlanFrancis W. Parker School Def…$68M
End-of-year total assets ($M) among The Head-Royce School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$68M
Net Income-$12M
Employer EIN941518656
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Head-Royce School)

Sponsor-wide plan assets over time

All The Head-Royce School plans reported in each filing year

Latest sponsor-wide plan assets
$89M 30.099797967818436% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $68.4M $89M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 170 $68M
2023 1 168 $80M
2024 1 179 $89M

Nearby Other Plans in California

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

The Head-Royce School 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The Head-Royce School 403(b) Plan, Total assets ($B): 0.068433157 · Participants: 170The Head-Royce School 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
The Head-Royce School 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare The Head-Royce School 403(b) Plan side-by-side with 3 peers →

The Head-Royce School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Westminster College Defined Contribution Retirement Plan in PA ($68M); by covered participants it is Covenant College Retirement Plan Defined Contribution in GA (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Head-Royce School 403(b) Plan assets move in 2022? ▼
The Head-Royce School 403(b) Plan pulled back noticeably - down 14.8% during 2022, from $80M to $68M. Reported net income was -$12M.
How have The Head-Royce School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Head-Royce School's sponsor-wide assets grew 30.1%, from $68M to $89M.
Where does The Head-Royce School 403(b) Plan rank by assets among Form 5500 filers? ▼
The Head-Royce School 403(b) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Head-Royce School 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Westminster College Defined Contribution Retirement Plan in PA ($68M, 266 participants).
Which Other plans cover a similar participant headcount to The Head-Royce School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Covenant College Retirement Plan Defined Contribution in GA (170 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941518656.

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.