Civic Intelligence

H & R Block Management LLC

Plan context: H & R Block Retirement Savings Plan

EIN 43-1632589 • Kansas City, MO • 152 filings • 21 plans

One H R Block WayMail Stop 9NKansas City, MO 64105
Current Snapshot

Latest Year

2024

2024 Participants

74,731

2024 Assets

$1,055,737,621

2024 Contributions

$94,267,196

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,055,737,621$527,868,811$0200120142024YearValue
$1,055,737,621Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

74,73137,3660200120132024YearValue
74,731Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024274,731$1,055,737,621$94,267,196$1,261iApproximate average salary by contribution assumption: employee only about $31,536 at 4% or $21,024 at 6%; with 50% employer match about $21,024 at 4% or $14,016 at 6%; with 100% employer match about $15,768 at 4% or $10,512 at 6%.
H & R Block Retirement Savings Plan-22,188$1,055,737,621$94,267,196$4,249iApproximate average salary by contribution assumption: employee only about $106,214 at 4% or $70,809 at 6%; with 50% employer match about $70,809 at 4% or $47,206 at 6%; with 100% employer match about $53,107 at 4% or $35,405 at 6%.
H&R Block Health & Welfare Plan-74,731---
2023256,542$935,377,219$78,787,019$1,393iApproximate average salary by contribution assumption: employee only about $34,836 at 4% or $23,224 at 6%; with 50% employer match about $23,224 at 4% or $15,482 at 6%; with 100% employer match about $17,418 at 4% or $11,612 at 6%.
H & R Block Retirement Savings Plan-12,962$935,377,219$78,787,019$6,078iApproximate average salary by contribution assumption: employee only about $151,958 at 4% or $101,305 at 6%; with 50% employer match about $101,305 at 4% or $67,537 at 6%; with 100% employer match about $75,979 at 4% or $50,653 at 6%.
H&R Block Health & Welfare Plan-56,542---
2022261,979$816,115,677$80,183,655$1,294iApproximate average salary by contribution assumption: employee only about $32,343 at 4% or $21,562 at 6%; with 50% employer match about $21,562 at 4% or $14,375 at 6%; with 100% employer match about $16,172 at 4% or $10,781 at 6%.
H & R Block Retirement Savings Plan-12,879$816,115,677$80,183,655$6,226iApproximate average salary by contribution assumption: employee only about $155,648 at 4% or $103,765 at 6%; with 50% employer match about $103,765 at 4% or $69,177 at 6%; with 100% employer match about $77,824 at 4% or $51,883 at 6%.
H&R Block Health & Welfare Plan-61,979---
2021353,703$980,761,602$78,057,161$1,453iApproximate average salary by contribution assumption: employee only about $36,337 at 4% or $24,225 at 6%; with 50% employer match about $24,225 at 4% or $16,150 at 6%; with 100% employer match about $18,169 at 4% or $12,112 at 6%.
H & R Block Retirement Savings Plan-12,761$980,761,602$78,057,161$6,117iApproximate average salary by contribution assumption: employee only about $152,921 at 4% or $101,948 at 6%; with 50% employer match about $101,948 at 4% or $67,965 at 6%; with 100% employer match about $76,461 at 4% or $50,974 at 6%.
H & R Block Puerto Rico Retirement Savings Plan-0$0$0-
H&R Block Health & Welfare Plan-53,703---
2020362,268$889,332,624$64,214,838$1,031iApproximate average salary by contribution assumption: employee only about $25,782 at 4% or $17,188 at 6%; with 50% employer match about $17,188 at 4% or $11,459 at 6%; with 100% employer match about $12,891 at 4% or $8,594 at 6%.
H & R Block Retirement Savings Plan-14,390$888,892,583$64,122,094$4,456iApproximate average salary by contribution assumption: employee only about $111,400 at 4% or $74,267 at 6%; with 50% employer match about $74,267 at 4% or $49,511 at 6%; with 100% employer match about $55,700 at 4% or $37,133 at 6%.
H & R Block Puerto Rico Retirement Savings Plan-55$440,041$92,744$1,686iApproximate average salary by contribution assumption: employee only about $42,156 at 4% or $28,104 at 6%; with 50% employer match about $28,104 at 4% or $18,736 at 6%; with 100% employer match about $21,078 at 4% or $14,052 at 6%.
H&R Block Health & Welfare Plan-62,268---
2019311,952$777,031,018$60,852,572$5,091iApproximate average salary by contribution assumption: employee only about $127,285 at 4% or $84,857 at 6%; with 50% employer match about $84,857 at 4% or $56,571 at 6%; with 100% employer match about $63,643 at 4% or $42,428 at 6%.
H & R Block Retirement Savings Plan-11,952$776,451,443$60,791,065$5,086iApproximate average salary by contribution assumption: employee only about $127,157 at 4% or $84,771 at 6%; with 50% employer match about $84,771 at 4% or $56,514 at 6%; with 100% employer match about $63,578 at 4% or $42,386 at 6%.
H & R Block Puerto Rico Retirement Savings Plan-64$579,575$61,507$961iApproximate average salary by contribution assumption: employee only about $24,026 at 4% or $16,017 at 6%; with 50% employer match about $16,017 at 4% or $10,678 at 6%; with 100% employer match about $12,013 at 4% or $8,009 at 6%.
H&R Block Health & Welfare Plan-2,397---
2018312,025$651,773,194$51,051,681$4,245iApproximate average salary by contribution assumption: employee only about $106,137 at 4% or $70,758 at 6%; with 50% employer match about $70,758 at 4% or $47,172 at 6%; with 100% employer match about $53,068 at 4% or $35,379 at 6%.
H & R Block Retirement Savings Plan-12,025$651,230,900$50,977,708$4,239iApproximate average salary by contribution assumption: employee only about $105,983 at 4% or $70,655 at 6%; with 50% employer match about $70,655 at 4% or $47,103 at 6%; with 100% employer match about $52,991 at 4% or $35,328 at 6%.
H & R Block Puerto Rico Retirement Savings Plan-61$542,294$73,973$1,213iApproximate average salary by contribution assumption: employee only about $30,317 at 4% or $20,211 at 6%; with 50% employer match about $20,211 at 4% or $13,474 at 6%; with 100% employer match about $15,158 at 4% or $10,106 at 6%.
H&R Block Health & Welfare Plan-2,521---
2017711,709$689,572,242$47,581,542$4,064iApproximate average salary by contribution assumption: employee only about $101,592 at 4% or $67,728 at 6%; with 50% employer match about $67,728 at 4% or $45,152 at 6%; with 100% employer match about $50,796 at 4% or $33,864 at 6%.
H & R Block Retirement Savings Plan-11,709$689,011,966$47,513,776$4,058iApproximate average salary by contribution assumption: employee only about $101,447 at 4% or $67,631 at 6%; with 50% employer match about $67,631 at 4% or $45,088 at 6%; with 100% employer match about $50,724 at 4% or $33,816 at 6%.
H & R Block Puerto Rico Retirement Savings Plan-64$560,276$67,766$1,059iApproximate average salary by contribution assumption: employee only about $26,471 at 4% or $17,647 at 6%; with 50% employer match about $17,647 at 4% or $11,765 at 6%; with 100% employer match about $13,236 at 4% or $8,824 at 6%.
H&R Block Group Travel Accident Plan-0---
H&R Block Legal Service Plan-0---
H&R Block Cafeteria Plan-0---
H&R Block Severance Plan-0---
H&R Block Health & Welfare Plan-2,144---
2016711,362$595,506,666$43,262,018$3,808iApproximate average salary by contribution assumption: employee only about $95,190 at 4% or $63,460 at 6%; with 50% employer match about $63,460 at 4% or $42,307 at 6%; with 100% employer match about $47,595 at 4% or $31,730 at 6%.
H & R Block Retirement Savings Plan-11,362$594,667,565$43,187,381$3,801iApproximate average salary by contribution assumption: employee only about $95,026 at 4% or $63,351 at 6%; with 50% employer match about $63,351 at 4% or $42,234 at 6%; with 100% employer match about $47,513 at 4% or $31,675 at 6%.
H & R Block Puerto Rico Retirement Savings Plan-79$839,101$74,637$945iApproximate average salary by contribution assumption: employee only about $23,619 at 4% or $15,746 at 6%; with 50% employer match about $15,746 at 4% or $10,497 at 6%; with 100% employer match about $11,810 at 4% or $7,873 at 6%.
H&R Block Cafeteria Plan-2,175---
H&R Block Legal Service Plan-1,052---
H&R Block Severance Plan-2,175---
H&R Block Group Travel Accident Plan-2,045---
H&R Block Health & Welfare Plan-2,175---
2015711,458$581,323,160$45,360,481$3,959iApproximate average salary by contribution assumption: employee only about $98,971 at 4% or $65,981 at 6%; with 50% employer match about $65,981 at 4% or $43,987 at 6%; with 100% employer match about $49,486 at 4% or $32,990 at 6%.
H & R Block Retirement Savings Plan-11,458$580,483,707$45,264,979$3,951iApproximate average salary by contribution assumption: employee only about $98,763 at 4% or $65,842 at 6%; with 50% employer match about $65,842 at 4% or $43,895 at 6%; with 100% employer match about $49,381 at 4% or $32,921 at 6%.
H & R Block Puerto Rico Retirement Savings Plan-61$839,453$95,502$1,566iApproximate average salary by contribution assumption: employee only about $39,140 at 4% or $26,093 at 6%; with 50% employer match about $26,093 at 4% or $17,396 at 6%; with 100% employer match about $19,570 at 4% or $13,047 at 6%.
H&R Block Cafeteria Plan-2,200---
H&R Block Group Travel Accident Plan-2,006---
H&R Block Health & Welfare Plan-2,397---
H&R Block Legal Service Plan-1,150---
H&R Block Severance Plan-2,081---
2014710,781$592,505,567$45,359,007$4,207iApproximate average salary by contribution assumption: employee only about $105,183 at 4% or $70,122 at 6%; with 50% employer match about $70,122 at 4% or $46,748 at 6%; with 100% employer match about $52,591 at 4% or $35,061 at 6%.
H & R Block Retirement Savings Plan-10,781$591,733,905$45,291,222$4,201iApproximate average salary by contribution assumption: employee only about $105,026 at 4% or $70,017 at 6%; with 50% employer match about $70,017 at 4% or $46,678 at 6%; with 100% employer match about $52,513 at 4% or $35,009 at 6%.
H & R Block Puerto Rico Retirement Savings Plan-51$771,662$67,785$1,329iApproximate average salary by contribution assumption: employee only about $33,228 at 4% or $22,152 at 6%; with 50% employer match about $22,152 at 4% or $14,768 at 6%; with 100% employer match about $16,614 at 4% or $11,076 at 6%.
H&R Block Severance Plan-2,045---
H&R Block Cafeteria Plan-2,045---
H&R Block Legal Service Plan-1,163---
H&R Block Group Travel Accident Plan-2,045---
H&R Block Health & Welfare Plan-2,045---
2013710,688$569,777,849$39,778,361$3,722iApproximate average salary by contribution assumption: employee only about $93,044 at 4% or $62,030 at 6%; with 50% employer match about $62,030 at 4% or $41,353 at 6%; with 100% employer match about $46,522 at 4% or $31,015 at 6%.
H & R Block Retirement Savings Plan-10,688$568,947,084$39,706,796$3,715iApproximate average salary by contribution assumption: employee only about $92,877 at 4% or $61,918 at 6%; with 50% employer match about $61,918 at 4% or $41,279 at 6%; with 100% employer match about $46,439 at 4% or $30,959 at 6%.
H & R Block Puerto Rico Retirement Savings Plan-43$830,765$71,565$1,664iApproximate average salary by contribution assumption: employee only about $41,608 at 4% or $27,738 at 6%; with 50% employer match about $27,738 at 4% or $18,492 at 6%; with 100% employer match about $20,804 at 4% or $13,869 at 6%.
H&R Block Health & Welfare Plan-1,975---
H&R Block Group Travel Accident Plan-1,975---
H&R Block Legal Service Plan-1,123---
H&R Block Cafeteria Plan-1,975---
H&R Block Severance Plan-1,975---
2012810,870$484,439,273$39,307,706$3,616iApproximate average salary by contribution assumption: employee only about $90,404 at 4% or $60,269 at 6%; with 50% employer match about $60,269 at 4% or $40,180 at 6%; with 100% employer match about $45,202 at 4% or $30,135 at 6%.
H & R Block Retirement Savings Plan-10,870$483,811,673$39,240,123$3,610iApproximate average salary by contribution assumption: employee only about $90,249 at 4% or $60,166 at 6%; with 50% employer match about $60,166 at 4% or $40,111 at 6%; with 100% employer match about $45,124 at 4% or $30,083 at 6%.
H & R Block Puerto Rico Retirement Savings Plan-48$627,600$67,583$1,408iApproximate average salary by contribution assumption: employee only about $35,199 at 4% or $23,466 at 6%; with 50% employer match about $23,466 at 4% or $15,644 at 6%; with 100% employer match about $17,600 at 4% or $11,733 at 6%.
H & R Block Limited Medical Benefit Program-866---
H&R Block Health & Welfare Plan-1,890---
H&R Block Group Travel Accident Plan-1,890---
H&R Block Legal Service Plan-1,116---
H&R Block Severance Plan-1,833---
H&R Block Cafeteria Plan-1,890---
20111014,119$465,780,359$41,268,043$2,923iApproximate average salary by contribution assumption: employee only about $73,072 at 4% or $48,715 at 6%; with 50% employer match about $48,715 at 4% or $32,476 at 6%; with 100% employer match about $36,536 at 4% or $24,357 at 6%.
H & R Block Retirement Savings Plan-14,119$465,283,846$41,209,160$2,919iApproximate average salary by contribution assumption: employee only about $72,968 at 4% or $48,645 at 6%; with 50% employer match about $48,645 at 4% or $32,430 at 6%; with 100% employer match about $36,484 at 4% or $24,323 at 6%.
H & R Block Puerto Rico Retirement Savings Plan-46$496,513$58,883$1,280iApproximate average salary by contribution assumption: employee only about $32,002 at 4% or $21,334 at 6%; with 50% employer match about $21,334 at 4% or $14,223 at 6%; with 100% employer match about $16,001 at 4% or $10,667 at 6%.
H & R Block Limited Medical Benefit Program-1,216---
H&R Block Health & Welfare Plan-7,182---
H&R Block Group Travel Accident Plan-8,500---
H&R Block Legal Service Plan-2,198---
H&R Block Cafeteria Plan-1,676---
H&R Block Severance Plan-2,314---
RSM MCGLADREY SEVERANCE PLAN FOR MANAGING DIRECTORS-74---
RSM MCGLADREY SEVERANCE PLAN-3,736---
20101014,294$486,299,608$40,742,837$2,850iApproximate average salary by contribution assumption: employee only about $71,259 at 4% or $47,506 at 6%; with 50% employer match about $47,506 at 4% or $31,671 at 6%; with 100% employer match about $35,629 at 4% or $23,753 at 6%.
H & R Block Retirement Savings Plan-14,294$485,837,158$40,728,888$2,849iApproximate average salary by contribution assumption: employee only about $71,234 at 4% or $47,489 at 6%; with 50% employer match about $47,489 at 4% or $31,660 at 6%; with 100% employer match about $35,617 at 4% or $23,745 at 6%.
H & R Block Puerto Rico Retirement Savings Plan-36$462,450$13,949$387iApproximate average salary by contribution assumption: employee only about $9,687 at 4% or $6,458 at 6%; with 50% employer match about $6,458 at 4% or $4,305 at 6%; with 100% employer match about $4,843 at 4% or $3,229 at 6%.
H & R Block Limited Medical Benefit Program-1,054---
H&R Block Legal Service Plan-1,408---
H&R Block Health & Welfare Plan-8,079---
H&R Block Cafeteria Plan-1,344---
H&R Block Group Travel Accident Plan-9,585---
H&R Block Severance Plan-2,864---
RSM MCGLADREY SEVERANCE PLAN-3,863---
RSM MCGLADREY SEVERANCE PLAN FOR MANAGING DIRECTORS-683---
2009914,932$477,498,592$45,909,058$3,075iApproximate average salary by contribution assumption: employee only about $76,864 at 4% or $51,242 at 6%; with 50% employer match about $51,242 at 4% or $34,162 at 6%; with 100% employer match about $38,432 at 4% or $25,621 at 6%.
H & R Block Retirement Savings Plan-14,932$477,498,592$45,909,058$3,075iApproximate average salary by contribution assumption: employee only about $76,864 at 4% or $51,242 at 6%; with 50% employer match about $51,242 at 4% or $34,162 at 6%; with 100% employer match about $38,432 at 4% or $25,621 at 6%.
H&R Block Health & Welfare Plan-7,778---
H&R Block Severance Plan-2,839---
H&R Block Cafeteria Plan-1,538---
RSM MCGLADREY SEVERANCE PLAN FOR MANAGING DIRECTORS-706---
H&R Block Group Travel Accident Plan-9,585---
H & R Block Limited Medical Benefit Program-823---
H&R Block Legal Service Plan-1,774---
RSM MCGLADREY SEVERANCE PLAN-2,337---
2008814,326$427,226,875$65,129,257$4,546iApproximate average salary by contribution assumption: employee only about $113,656 at 4% or $75,770 at 6%; with 50% employer match about $75,770 at 4% or $50,514 at 6%; with 100% employer match about $56,828 at 4% or $37,885 at 6%.
H & R Block Retirement Savings Plan-14,326$427,226,875$65,129,257$4,546iApproximate average salary by contribution assumption: employee only about $113,656 at 4% or $75,770 at 6%; with 50% employer match about $75,770 at 4% or $50,514 at 6%; with 100% employer match about $56,828 at 4% or $37,885 at 6%.
RSM MCGLADREY SEVERANCE PLAN FOR MANAGING DIRECTORS-729---
H&R Block Cafeteria Plan-3,649---
H&R Block Severance Plan-3,089---
H&R Block Group Travel Accident Plan-10,099---
H & R Block Limited Medical Benefit Program-645---
H&R Block Legal Service Plan-8,327---
H&R Block Health & Welfare Plan-8,967---
2007814,243$671,962,860$90,043,084$6,322iApproximate average salary by contribution assumption: employee only about $158,048 at 4% or $105,365 at 6%; with 50% employer match about $105,365 at 4% or $70,244 at 6%; with 100% employer match about $79,024 at 4% or $52,683 at 6%.
H & R Block Retirement Savings Plan-14,243$671,962,860$90,043,084$6,322iApproximate average salary by contribution assumption: employee only about $158,048 at 4% or $105,365 at 6%; with 50% employer match about $105,365 at 4% or $70,244 at 6%; with 100% employer match about $79,024 at 4% or $52,683 at 6%.
H&R Block Severance Plan-4,680---
RSM MCGLADREY SEVERANCE PLAN FOR MANAGING DIRECTORS-712---
H&R Block Legal Service Plan-3,097---
H&R Block Cafeteria Plan-4,782---
H&R Block Group Travel Accident Plan-13,857---
H & R Block Limited Medical Benefit Program-862---
H&R Block Health & Welfare Plan-11,009---
2006915,412$656,531,566$94,856,637$6,155iApproximate average salary by contribution assumption: employee only about $153,868 at 4% or $102,579 at 6%; with 50% employer match about $102,579 at 4% or $68,386 at 6%; with 100% employer match about $76,934 at 4% or $51,289 at 6%.
H & R Block Retirement Savings Plan-14,883$656,531,566$94,856,637$6,373iApproximate average salary by contribution assumption: employee only about $159,337 at 4% or $106,225 at 6%; with 50% employer match about $106,225 at 4% or $70,817 at 6%; with 100% employer match about $79,669 at 4% or $53,112 at 6%.
H & R Block Limited Medical Benefit Program-862---
H&R Block Health & Welfare Plan-15,077---
H&R Block Group Travel Accident Plan-15,412---
H&R Block Legal Service Plan-2,946---
H&R Block Cafeteria Plan-5,666---
H&R Block Severance Plan-4,680---
RSM MCGLADERY SEVERANCE PLAN-4,576---
RSM MCGLADERY SEVERANCE PLAN FOR MANAGING DIRECTORS-700---
2005716,372$564,286,890$99,976,465$6,107iApproximate average salary by contribution assumption: employee only about $152,664 at 4% or $101,776 at 6%; with 50% employer match about $101,776 at 4% or $67,851 at 6%; with 100% employer match about $76,332 at 4% or $50,888 at 6%.
H&R Block Severance Plan-3,239---
H&R Block Cafeteria Plan-3,234---
H&R Block Legal Service Plan-13,982---
H&R Block Group Travel Accident Plan-16,162---
H&R Block Health & Welfare Plan-16,372---
2004713,556$0$0-
2003712,136$0$0-
2002811,702$272,516,668$42,075,015$3,596iApproximate average salary by contribution assumption: employee only about $89,889 at 4% or $59,926 at 6%; with 50% employer match about $59,926 at 4% or $39,950 at 6%; with 100% employer match about $44,944 at 4% or $29,963 at 6%.
2001810,913$215,391,290$25,254,461$2,314iApproximate average salary by contribution assumption: employee only about $57,854 at 4% or $38,569 at 6%; with 50% employer match about $38,569 at 4% or $25,713 at 6%; with 100% employer match about $28,927 at 4% or $19,285 at 6%.