How many benefit plans does Head-Royce School report on Form 5500?

Head-Royce School (EIN 94-1518656) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Head-Royce School?

The Employer Identification Number (EIN) reported for Head-Royce School is 94-1518656.

What is the latest Form 5500 filing year for Head-Royce School?

The latest loaded Form 5500 filing year for Head-Royce School is 2023.

Head-Royce School — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Head-Royce School (EIN 94-1518656) is a plan sponsor located in Oakland, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 94-1518656
Location: Oakland, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $79,632,610
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $79,632,610

Contributions & income

Employer contributions: $1,274,143
Participant contributions: $1,568,763
Total income / additions: $14,578,977

Expenses & distributions

Benefits paid / distributions: $3,313,412
Total expenses: $3,379,524
Net increase / (decrease): $11,199,453

Coverage

Total reported participants: 618
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Head-Royce School plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Head-Royce School 403(B) Plan	001	442	$79,632,610	2023
Head-Royce School Welfare Benefits Plan	502	176	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Head-Royce School
Year	Plan	Participants	Schedules	Filing
2023	The Head-Royce School 403(B) Plan	442	H, C	20240920160046NAL0004583107001
2023	Head-Royce School Welfare Benefits Plan	176	—	20250216122808NAL0001063744001