Head-Royce School
Plan context: Head-Royce School Retirement Annuity Plan
EIN 94-1518656 • Oakland, CA • 60 filings • 24 plans
Current Snapshot
Latest Year
2024
2024 Participants
184
2024 Assets
$89,031,399
2024 Contributions
$3,352,225
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 184 | $89,031,399 | $3,352,225 | $18,219iApproximate average salary by contribution assumption: employee only about $455,465 at 4% or $303,644 at 6%; with 50% employer match about $303,644 at 4% or $202,429 at 6%; with 100% employer match about $227,733 at 4% or $151,822 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 184 | $89,031,399 | $3,352,225 | $18,219iApproximate average salary by contribution assumption: employee only about $455,465 at 4% or $303,644 at 6%; with 50% employer match about $303,644 at 4% or $202,429 at 6%; with 100% employer match about $227,733 at 4% or $151,822 at 6%. |
| 2023 | 2 | 182 | $79,632,610 | $2,976,205 | $16,353iApproximate average salary by contribution assumption: employee only about $408,819 at 4% or $272,546 at 6%; with 50% employer match about $272,546 at 4% or $181,697 at 6%; with 100% employer match about $204,410 at 4% or $136,273 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 179 | $79,632,610 | $2,976,205 | $16,627iApproximate average salary by contribution assumption: employee only about $415,671 at 4% or $277,114 at 6%; with 50% employer match about $277,114 at 4% or $184,743 at 6%; with 100% employer match about $207,836 at 4% or $138,557 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 182 | - | - | - |
| 2022 | 2 | 171 | $68,433,157 | $2,658,026 | $15,544iApproximate average salary by contribution assumption: employee only about $388,600 at 4% or $259,067 at 6%; with 50% employer match about $259,067 at 4% or $172,711 at 6%; with 100% employer match about $194,300 at 4% or $129,533 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 168 | $68,433,157 | $2,658,026 | $15,822iApproximate average salary by contribution assumption: employee only about $395,540 at 4% or $263,693 at 6%; with 50% employer match about $263,693 at 4% or $175,795 at 6%; with 100% employer match about $197,770 at 4% or $131,847 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 171 | - | - | - |
| 2021 | 2 | 170 | $80,346,222 | $2,545,818 | $14,975iApproximate average salary by contribution assumption: employee only about $374,385 at 4% or $249,590 at 6%; with 50% employer match about $249,590 at 4% or $166,393 at 6%; with 100% employer match about $187,193 at 4% or $124,795 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 170 | $80,346,222 | $2,545,818 | $14,975iApproximate average salary by contribution assumption: employee only about $374,385 at 4% or $249,590 at 6%; with 50% employer match about $249,590 at 4% or $166,393 at 6%; with 100% employer match about $187,193 at 4% or $124,795 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 159 | - | - | - |
| 2020 | 2 | 165 | $71,691,085 | $2,773,209 | $16,807iApproximate average salary by contribution assumption: employee only about $420,183 at 4% or $280,122 at 6%; with 50% employer match about $280,122 at 4% or $186,748 at 6%; with 100% employer match about $210,092 at 4% or $140,061 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 161 | $71,691,085 | $2,773,209 | $17,225iApproximate average salary by contribution assumption: employee only about $430,623 at 4% or $287,082 at 6%; with 50% employer match about $287,082 at 4% or $191,388 at 6%; with 100% employer match about $215,311 at 4% or $143,541 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 165 | - | - | - |
| 2019 | 2 | 166 | $62,643,445 | $2,366,133 | $14,254iApproximate average salary by contribution assumption: employee only about $356,345 at 4% or $237,564 at 6%; with 50% employer match about $237,564 at 4% or $158,376 at 6%; with 100% employer match about $178,173 at 4% or $118,782 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 159 | $62,643,445 | $2,366,133 | $14,881iApproximate average salary by contribution assumption: employee only about $372,033 at 4% or $248,022 at 6%; with 50% employer match about $248,022 at 4% or $165,348 at 6%; with 100% employer match about $186,017 at 4% or $124,011 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 166 | - | - | - |
| 2018 | 2 | 169 | $52,480,662 | $2,239,916 | $13,254iApproximate average salary by contribution assumption: employee only about $331,349 at 4% or $220,899 at 6%; with 50% employer match about $220,899 at 4% or $147,266 at 6%; with 100% employer match about $165,674 at 4% or $110,450 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 161 | $52,480,662 | $2,239,916 | $13,913iApproximate average salary by contribution assumption: employee only about $347,813 at 4% or $231,875 at 6%; with 50% employer match about $231,875 at 4% or $154,584 at 6%; with 100% employer match about $173,907 at 4% or $115,938 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 169 | - | - | - |
| 2017 | 2 | 166 | $55,606,408 | $2,021,780 | $12,179iApproximate average salary by contribution assumption: employee only about $304,485 at 4% or $202,990 at 6%; with 50% employer match about $202,990 at 4% or $135,327 at 6%; with 100% employer match about $152,242 at 4% or $101,495 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 152 | $55,606,408 | $2,021,780 | $13,301iApproximate average salary by contribution assumption: employee only about $332,530 at 4% or $221,686 at 6%; with 50% employer match about $221,686 at 4% or $147,791 at 6%; with 100% employer match about $166,265 at 4% or $110,843 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 166 | - | - | - |
| 2016 | 2 | 167 | $48,105,481 | $1,922,497 | $11,512iApproximate average salary by contribution assumption: employee only about $287,799 at 4% or $191,866 at 6%; with 50% employer match about $191,866 at 4% or $127,911 at 6%; with 100% employer match about $143,899 at 4% or $95,933 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 157 | $48,105,481 | $1,922,497 | $12,245iApproximate average salary by contribution assumption: employee only about $306,130 at 4% or $204,087 at 6%; with 50% employer match about $204,087 at 4% or $136,058 at 6%; with 100% employer match about $153,065 at 4% or $102,043 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 167 | - | - | - |
| 2015 | 2 | 168 | $44,958,114 | $2,002,897 | $11,922iApproximate average salary by contribution assumption: employee only about $298,050 at 4% or $198,700 at 6%; with 50% employer match about $198,700 at 4% or $132,467 at 6%; with 100% employer match about $149,025 at 4% or $99,350 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 166 | $44,958,114 | $2,002,897 | $12,066iApproximate average salary by contribution assumption: employee only about $301,641 at 4% or $201,094 at 6%; with 50% employer match about $201,094 at 4% or $134,063 at 6%; with 100% employer match about $150,821 at 4% or $100,547 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 168 | - | - | - |
| 2014 | 2 | 164 | $44,147,172 | $2,261,863 | $13,792iApproximate average salary by contribution assumption: employee only about $344,796 at 4% or $229,864 at 6%; with 50% employer match about $229,864 at 4% or $153,243 at 6%; with 100% employer match about $172,398 at 4% or $114,932 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 164 | $44,147,172 | $2,261,863 | $13,792iApproximate average salary by contribution assumption: employee only about $344,796 at 4% or $229,864 at 6%; with 50% employer match about $229,864 at 4% or $153,243 at 6%; with 100% employer match about $172,398 at 4% or $114,932 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 158 | - | - | - |
| 2013 | 2 | 161 | $41,108,824 | $1,866,178 | $11,591iApproximate average salary by contribution assumption: employee only about $289,779 at 4% or $193,186 at 6%; with 50% employer match about $193,186 at 4% or $128,791 at 6%; with 100% employer match about $144,890 at 4% or $96,593 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 149 | $41,108,824 | $1,866,178 | $12,525iApproximate average salary by contribution assumption: employee only about $313,117 at 4% or $208,745 at 6%; with 50% employer match about $208,745 at 4% or $139,163 at 6%; with 100% employer match about $156,559 at 4% or $104,372 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 161 | - | - | - |
| 2012 | 2 | 159 | $35,655,246 | $1,771,233 | $11,140iApproximate average salary by contribution assumption: employee only about $278,496 at 4% or $185,664 at 6%; with 50% employer match about $185,664 at 4% or $123,776 at 6%; with 100% employer match about $139,248 at 4% or $92,832 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 138 | $35,655,246 | $1,771,233 | $12,835iApproximate average salary by contribution assumption: employee only about $320,876 at 4% or $213,917 at 6%; with 50% employer match about $213,917 at 4% or $142,611 at 6%; with 100% employer match about $160,438 at 4% or $106,959 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 159 | - | - | - |
| 2011 | 2 | 152 | $17,370,451 | $723,216 | $4,758iApproximate average salary by contribution assumption: employee only about $118,950 at 4% or $79,300 at 6%; with 50% employer match about $79,300 at 4% or $52,867 at 6%; with 100% employer match about $59,475 at 4% or $39,650 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 134 | $17,370,451 | $723,216 | $5,397iApproximate average salary by contribution assumption: employee only about $134,928 at 4% or $89,952 at 6%; with 50% employer match about $89,952 at 4% or $59,968 at 6%; with 100% employer match about $67,464 at 4% or $44,976 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 152 | - | - | - |
| 2010 | 2 | 275 | $16,992,582 | $701,678 | $2,552iApproximate average salary by contribution assumption: employee only about $63,789 at 4% or $42,526 at 6%; with 50% employer match about $42,526 at 4% or $28,351 at 6%; with 100% employer match about $31,894 at 4% or $21,263 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 275 | $16,992,582 | $701,678 | $2,552iApproximate average salary by contribution assumption: employee only about $63,789 at 4% or $42,526 at 6%; with 50% employer match about $42,526 at 4% or $28,351 at 6%; with 100% employer match about $31,894 at 4% or $21,263 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 141 | - | - | - |
| 2009 | 3 | 277 | $15,329,390 | $696,361 | $2,514iApproximate average salary by contribution assumption: employee only about $62,848 at 4% or $41,899 at 6%; with 50% employer match about $41,899 at 4% or $27,933 at 6%; with 100% employer match about $31,424 at 4% or $20,949 at 6%. |
| Head-Royce School Retirement Annuity Plan | - | 277 | $15,329,390 | $696,361 | $2,514iApproximate average salary by contribution assumption: employee only about $62,848 at 4% or $41,899 at 6%; with 50% employer match about $41,899 at 4% or $27,933 at 6%; with 100% employer match about $31,424 at 4% or $20,949 at 6%. |
| The Head-Royce Group Life & Dental Plan | - | 135 | - | - | - |
| The Head-Royce Group Life & Dental Plan | - | 136 | - | - | - |
| 2008 | 2 | 0 | $0 | $0 | - |
| Head Royce Schooltax Deferred Annuity | - | 0 | - | - | - |
| Head-Royce School Retirement Annuity Plan | - | 0 | - | - | - |
| 2007 | 3 | 1,139 | $0 | $0 | - |
| The Head-Royce Group Life & Dental Plan | - | 1,139 | - | - | - |
| Head Royce Schooltax Deferred Annuity | - | 0 | - | - | - |
| Head-Royce School Retirement Annuity Plan | - | 0 | - | - | - |
| 2006 | 3 | 136 | $0 | $0 | - |
| Head Royce Schooltax Deferred Annuity | - | 0 | - | - | - |
| Head-Royce School Retirement Annuity Plan | - | 0 | - | - | - |
| The Head-Royce Group Life & Dental Plan | - | 136 | - | - | - |
| 2005 | 3 | 133 | $0 | $0 | - |
| The Head-Royce Group Life & Dental Plan | - | 133 | - | - | - |
| Head-Royce School Retirement Annuity Plan | - | 0 | - | - | - |
| Head Royce Schooltax Deferred Annuity | - | 0 | - | - | - |
| 2004 | 3 | 132 | $0 | $0 | - |
| The Head-Royce Group Life & Dental Plan | - | 132 | - | - | - |
| Head-Royce School Retirement Annuity Plan | - | 0 | - | - | - |
| Head Royce Schooltax Deferred Annuity | - | 0 | - | - | - |
| 2003 | 3 | 129 | $0 | $0 | - |
| The Head-Royce Group Life & Dental Plan | - | 129 | - | - | - |
| Head Royce Schooltax Deferred Annuity | - | 0 | - | - | - |
| Head-Royce School Retirement Annuity Plan | - | 0 | - | - | - |
| 2002 | 3 | 126 | $0 | $0 | - |
| The Head-Royce Group Life & Dental Plan | - | 126 | - | - | - |
| Head Royce Schooltax Deferred Annuity | - | 0 | - | - | - |
| Head-Royce School Retirement Annuity Plan | - | 0 | - | - | - |
| 2001 | 3 | 121 | $0 | $0 | - |
| Head-Royce School Retirement Annuity Plan | - | 0 | - | - | - |
| Head Royce Schooltax Deferred Annuity | - | 0 | - | - | - |
| The Head-Royce Group Life & Dental Plan | - | 121 | - | - | - |
| 2000 | 2 | 121 | $0 | $0 | - |
| Head-Royce School Retirement Annuity Plan | - | 0 | - | - | - |
| The Head-Royce Group Life & Dental Plan | - | 121 | - | - | - |
| 1999 | 3 | 113 | $0 | $0 | - |
| Head-Royce School Retirement Annuity Plan | - | 0 | - | - | - |
| The Head-Royce Group Life & Dental Plan | - | 113 | - | - | - |
| Head Royce Schooltax Deferred Annuity | - | 0 | - | - | - |