The Royal Oak Foundation
Plan context: The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan
EIN 23-7349380 • New York, NY • 15 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$1,220,408
2025 Contributions
$94,192
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 13 | $1,220,408 | $94,192 | $7,246iApproximate average salary by contribution assumption: employee only about $181,138 at 4% or $120,759 at 6%; with 50% employer match about $120,759 at 4% or $80,506 at 6%; with 100% employer match about $90,569 at 4% or $60,379 at 6%. |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 13 | $1,220,408 | $94,192 | $7,246iApproximate average salary by contribution assumption: employee only about $181,138 at 4% or $120,759 at 6%; with 50% employer match about $120,759 at 4% or $80,506 at 6%; with 100% employer match about $90,569 at 4% or $60,379 at 6%. |
| 2024 | 1 | 13 | $1,232,394 | $80,455 | $6,189iApproximate average salary by contribution assumption: employee only about $154,721 at 4% or $103,147 at 6%; with 50% employer match about $103,147 at 4% or $68,765 at 6%; with 100% employer match about $77,361 at 4% or $51,574 at 6%. |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 13 | $1,232,394 | $80,455 | $6,189iApproximate average salary by contribution assumption: employee only about $154,721 at 4% or $103,147 at 6%; with 50% employer match about $103,147 at 4% or $68,765 at 6%; with 100% employer match about $77,361 at 4% or $51,574 at 6%. |
| 2023 | 1 | 11 | $991,430 | $63,401 | $5,764iApproximate average salary by contribution assumption: employee only about $144,093 at 4% or $96,062 at 6%; with 50% employer match about $96,062 at 4% or $64,041 at 6%; with 100% employer match about $72,047 at 4% or $48,031 at 6%. |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 11 | $991,430 | $63,401 | $5,764iApproximate average salary by contribution assumption: employee only about $144,093 at 4% or $96,062 at 6%; with 50% employer match about $96,062 at 4% or $64,041 at 6%; with 100% employer match about $72,047 at 4% or $48,031 at 6%. |
| 2022 | 1 | 11 | $769,581 | $62,162 | $5,651iApproximate average salary by contribution assumption: employee only about $141,277 at 4% or $94,185 at 6%; with 50% employer match about $94,185 at 4% or $62,790 at 6%; with 100% employer match about $70,639 at 4% or $47,092 at 6%. |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 11 | $769,581 | $62,162 | $5,651iApproximate average salary by contribution assumption: employee only about $141,277 at 4% or $94,185 at 6%; with 50% employer match about $94,185 at 4% or $62,790 at 6%; with 100% employer match about $70,639 at 4% or $47,092 at 6%. |
| 2018 | 1 | 12 | $776,231 | $80,217 | $6,685iApproximate average salary by contribution assumption: employee only about $167,119 at 4% or $111,413 at 6%; with 50% employer match about $111,413 at 4% or $74,275 at 6%; with 100% employer match about $83,559 at 4% or $55,706 at 6%. |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 12 | $776,231 | $80,217 | $6,685iApproximate average salary by contribution assumption: employee only about $167,119 at 4% or $111,413 at 6%; with 50% employer match about $111,413 at 4% or $74,275 at 6%; with 100% employer match about $83,559 at 4% or $55,706 at 6%. |
| 2017 | 1 | 12 | $781,397 | $47,521 | $3,960iApproximate average salary by contribution assumption: employee only about $99,002 at 4% or $66,001 at 6%; with 50% employer match about $66,001 at 4% or $44,001 at 6%; with 100% employer match about $49,501 at 4% or $33,001 at 6%. |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 12 | $781,397 | $47,521 | $3,960iApproximate average salary by contribution assumption: employee only about $99,002 at 4% or $66,001 at 6%; with 50% employer match about $66,001 at 4% or $44,001 at 6%; with 100% employer match about $49,501 at 4% or $33,001 at 6%. |
| 2016 | 1 | 10 | $606,135 | $36,312 | $3,631iApproximate average salary by contribution assumption: employee only about $90,780 at 4% or $60,520 at 6%; with 50% employer match about $60,520 at 4% or $40,347 at 6%; with 100% employer match about $45,390 at 4% or $30,260 at 6%. |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 10 | $606,135 | $36,312 | $3,631iApproximate average salary by contribution assumption: employee only about $90,780 at 4% or $60,520 at 6%; with 50% employer match about $60,520 at 4% or $40,347 at 6%; with 100% employer match about $45,390 at 4% or $30,260 at 6%. |
| 2015 | 1 | 12 | $704,420 | $40,831 | $3,403iApproximate average salary by contribution assumption: employee only about $85,065 at 4% or $56,710 at 6%; with 50% employer match about $56,710 at 4% or $37,806 at 6%; with 100% employer match about $42,532 at 4% or $28,355 at 6%. |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 12 | $704,420 | $40,831 | $3,403iApproximate average salary by contribution assumption: employee only about $85,065 at 4% or $56,710 at 6%; with 50% employer match about $56,710 at 4% or $37,806 at 6%; with 100% employer match about $42,532 at 4% or $28,355 at 6%. |
| 2014 | 1 | 12 | $666,624 | $49,945 | $4,162iApproximate average salary by contribution assumption: employee only about $104,052 at 4% or $69,368 at 6%; with 50% employer match about $69,368 at 4% or $46,245 at 6%; with 100% employer match about $52,026 at 4% or $34,684 at 6%. |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 12 | $666,624 | $49,945 | $4,162iApproximate average salary by contribution assumption: employee only about $104,052 at 4% or $69,368 at 6%; with 50% employer match about $69,368 at 4% or $46,245 at 6%; with 100% employer match about $52,026 at 4% or $34,684 at 6%. |
| 2013 | 1 | 11 | $566,922 | $47,203 | $4,291iApproximate average salary by contribution assumption: employee only about $107,280 at 4% or $71,520 at 6%; with 50% employer match about $71,520 at 4% or $47,680 at 6%; with 100% employer match about $53,640 at 4% or $35,760 at 6%. |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 11 | $566,922 | $47,203 | $4,291iApproximate average salary by contribution assumption: employee only about $107,280 at 4% or $71,520 at 6%; with 50% employer match about $71,520 at 4% or $47,680 at 6%; with 100% employer match about $53,640 at 4% or $35,760 at 6%. |
| 2012 | 1 | 11 | $406,821 | $36,968 | $3,361iApproximate average salary by contribution assumption: employee only about $84,018 at 4% or $56,012 at 6%; with 50% employer match about $56,012 at 4% or $37,341 at 6%; with 100% employer match about $42,009 at 4% or $28,006 at 6%. |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 11 | $406,821 | $36,968 | $3,361iApproximate average salary by contribution assumption: employee only about $84,018 at 4% or $56,012 at 6%; with 50% employer match about $56,012 at 4% or $37,341 at 6%; with 100% employer match about $42,009 at 4% or $28,006 at 6%. |
| 2011 | 1 | 9 | $317,993 | $23,022 | $2,558iApproximate average salary by contribution assumption: employee only about $63,950 at 4% or $42,633 at 6%; with 50% employer match about $42,633 at 4% or $28,422 at 6%; with 100% employer match about $31,975 at 4% or $21,317 at 6%. |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 9 | $317,993 | $23,022 | $2,558iApproximate average salary by contribution assumption: employee only about $63,950 at 4% or $42,633 at 6%; with 50% employer match about $42,633 at 4% or $28,422 at 6%; with 100% employer match about $31,975 at 4% or $21,317 at 6%. |
| 2010 | 1 | 8 | $304,626 | $44,345 | $5,543iApproximate average salary by contribution assumption: employee only about $138,578 at 4% or $92,385 at 6%; with 50% employer match about $92,385 at 4% or $61,590 at 6%; with 100% employer match about $69,289 at 4% or $46,193 at 6%. |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 8 | $304,626 | $44,345 | $5,543iApproximate average salary by contribution assumption: employee only about $138,578 at 4% or $92,385 at 6%; with 50% employer match about $92,385 at 4% or $61,590 at 6%; with 100% employer match about $69,289 at 4% or $46,193 at 6%. |
| 2009 | 1 | 7 | $218,353 | $79,568 | $11,367iApproximate average salary by contribution assumption: employee only about $284,171 at 4% or $189,448 at 6%; with 50% employer match about $189,448 at 4% or $126,298 at 6%; with 100% employer match about $142,086 at 4% or $94,724 at 6%. |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 7 | $218,353 | $79,568 | $11,367iApproximate average salary by contribution assumption: employee only about $284,171 at 4% or $189,448 at 6%; with 50% employer match about $189,448 at 4% or $126,298 at 6%; with 100% employer match about $142,086 at 4% or $94,724 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| The Royal Oak Foundation 403(B)7 Employer Match Retirement Plan | - | 0 | - | - | - |