Other · DOL Form 5500 · 2024
The Head-Royce School Retirement Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 179
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $497,382
- Avg per participant High balance/head
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.
- #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.
- #2,961
- in Educational Services (3,638 peers)
- +11.8%
- assets growth YoY
- 0.9×
- 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 2024 · DOL Form 5500
$89,031,399 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Head-Royce School 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 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 (179 participants).
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.
EBSA filing schedule strip
Filing strip 941518656 · The Head-Royce School PY 2024 · Other
The Head-Royce School 403(b) Plan · $89M · 179 · 90th
- RANK $89M
- RANK 179
- RANK 90th
- RANK Other
- RANK near Froedtert South, Inc. Matched 403(b) Retirement Savings Plan
- RANK ind #2961
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
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)
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
| 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.
- 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
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 Froedtert South, Inc. Matched 403(b) Retirement Savings Plan in WI ($89M); by covered participants it is Iha 401(k) and Retirement Savings Plan in IL (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Iha 401(k) and Retirement Savings Plan (IL) 179 · 0 off
- Cornerstone Vna Retirement Plan (NH) 179 · 0 off
- Trinity Washington University DC Retirement Plan (DC) 179 · 0 off
- Early Learning Coalition of Broward County, Inc. Retirement Plan (FL) 179 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.