Other · DOL Form 5500 · 2023

The Head-Royce School Retirement Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
168
Participants Small participant base
90th
Percentile by assets National rank
$474,004
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

$80M in assets, 168 participants

The Head-Royce School's The Head-Royce School 403(b) Plan reported $80M in total assets and 168 participants in its 2023 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.

  • #3,048 in Educational Services (3,735 peers)

Coverage in California

The Head-Royce School 403(b) Plan covers 168 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $80M.

#3,048
in Educational Services (3,735 peers)
+16.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$79,632,610 Top 10% higher than 90% of 127,068 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 2023

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

Plan-year 2023 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 (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Head-Royce School 403(b) Plan reported net income rose from -$12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The Head-Royce School 403(b) Plan end-of-year assets rose from $68M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • The Head-Royce School 403(b) Plan reported participants fell from 170 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941518656 · The Head-Royce School PY 2023 · Other

The Head-Royce School 403(b) Plan · $80M · 168 · 90th

  • IND $80M
  • IND 168
  • IND 90th
  • IND Other
  • IND near New England Law Boston Defined Contribution Retirement Plan
  • IND ind #3048

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

The Columbus Academy Defined Contribution Retirement PlanThe Columbus Academy Defined…$80MNew England Law Boston Defined Contribution Retirement PlanNew England Law Boston Defin…$80MThe Head-Royce School 403(b) PlanThe Head-Royce School 403(b)…$80MSt. Paul's School 403(b) Retirement PlanSt. Paul's School 403(b) Ret…$80MPeddie School 403(b) Tda & DC PlanPeddie School 403(b) Tda & D…$79M
End-of-year total assets ($M) among The Head-Royce School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$80M
Net Income$11M
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 -5051015 Total assets ($B) Participants The Head-Royce School 403(b) Plan, Total assets ($B): 0.07963261 · Participants: 168The Head-Royce School 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University 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 New England Law Boston Defined Contribution Retirement Plan in MA ($80M); by covered participants it is St. Mary's Episcopal School Defined Contribution Retirement Plan in TN (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
The Head-Royce School 403(b) Plan grew sharply - up 16.4% during 2023, from $68M to $80M. Reported net income was $11M.
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 127,072 plans that reported assets for plan year 2023 (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 New England Law Boston Defined Contribution Retirement Plan in MA ($80M, 84 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 St. Mary's Episcopal School Defined Contribution Retirement Plan in TN (168 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.