Other · DOL Form 5500 · 2024
The Head-Royce School Retirement Plan
Data updated 2026-08-11
- $89M
- Total assets
- 179
- Participants
- 90th
- Percentile by assets
- $497,382
- Avg per participant
Official DOL plan name: The Head-Royce School 403(b) Plan · Sponsored by The Head-Royce School · California · Educational Services
$89M in assets, 179 participants
The Head-Royce School's The Head-Royce School 403(b) Plan reported $89M in total assets and 179 participants in its 2024 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.
- 90th percentile by assets (of 123,622 plans)
- #2,961 in Educational Services (3,638 peers)
Coverage in California
The Head-Royce School 403(b) Plan covers 179 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $89M.
- $89M
- total plan assets (2024 EOY)
- 179
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $497,382
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Head-Royce School 403(b) Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- The Head-Royce School 403(b) Plan end-of-year assets rose from $80M in the plan year 2023 filing to $89M in the plan year 2024 filing.
- The Head-Royce School 403(b) Plan reported participants rose from 168 in the plan year 2023 filing to 179 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. The Head-Royce School 403(b) Plan reports 179 participants - about 28% of that state average ($89M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | $9M |
| Employer EIN | 941518656 |
| Plan Effective Date | 1966-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Head-Royce School)
| 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
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Head-Royce School 403(b) Plan by total assets, not by location.
- Froedtert South, Inc. Matched 403(b) Retirement Savings Plan (WI) $89M · 2,035
- The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees (NY) $89M · 453
- Trinity Episcopal School Corporation Defined Contribution Retirement Plan (NY) $89M · 267
- Holzer Health System 403b Plan (OH) $89M · 2,568
Frequently Asked Questions
How did The Head-Royce School 403(b) Plan assets move in 2024? ▼
How have The Head-Royce School plan assets changed over time? ▼
Where does The Head-Royce School 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Head-Royce School 403(b) Plan? ▼
Next read for The Head-Royce School 403(b) Plan
Filing takeaways
Ways to act on The Head-Royce School 403(b) Plan's numbers.
- By total assets, The Head-Royce School 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- The Head-Royce School's sponsor-wide assets have grown 30.1% since 2022 across 3 plan years on file. More Educational Services plans