401(k) · DOL Form 5500 · 2022

Cass Information Systems, Inc. 401(k) Plan

Data updated 2026-08-11

$88M
Total assets
896
Participants
92nd
Percentile by assets
$97,716
Avg per participant
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Official DOL plan name: Cass Information Systems, Inc. 401(k) Plan · Sponsored by Cass Information Systems, Inc. · Missouri · Information & Media

$88M in assets, 896 participants

Cass Information Systems, Inc.'s Cass Information Systems, Inc. 401(k) Plan reported $88M in total assets and 896 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #2,565 in Information & Media (2,911 peers)

Where Cass Information Systems, Inc. 401(k) Plan sits by assets

Cass Information Systems, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $88M for 896 participants (~$97,716/participant), down 13.0% in 2022.

$88M
total plan assets (2022 EOY)
896
covered participants
92nd
percentile by assets (of 139,126 plans)
$97,716
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Cass Information Systems, Inc. 401(k) Plan sits by total assets

Cass Information Systems, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$87,553,808 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State

Cass Information Systems, Inc. 401(k) Plan vs the 2022 asset distribution

By assets, Cass Information Systems, Inc. 401(k) Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$88M
Net Income-$13M
Employer EIN431265338
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cass Information Systems, Inc.)

$100M$150M$200M$250M 202220232024 $167M $126M ▼ -24.7%
Total plan assets by year, all Cass Information Systems, Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,381 $167M
2023 2 1,452 $193M
2024 2 1,513 $126M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cass Information Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Cass Information Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Cass Information Sys…Bayer Corporation Sa…Edward D. Jones & Co…Enterprise Holdings …Centene Management C…Anheuser-Busch 401(k…
Cass Information Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cass Information Systems, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Cass Information Systems, Inc. 401(k) Plan assets move in 2022?
Cass Information Systems, Inc. 401(k) Plan pulled back noticeably - down 13.0% during 2022, from $101M to $88M. Reported net income was -$13M.
How have Cass Information Systems, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cass Information Systems, Inc.'s sponsor-wide assets declined 24.7%, from $167M to $126M.
Where does Cass Information Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Cass Information Systems, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cass Information Systems, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The Branch Group Inc Nd Affiliates Employee Stocdk Ownership and Savings Plan in VA ($88M, 791 participants).

Next read for Cass Information Systems, Inc. 401(k) Pl…

Scale reading

Ways to act on Cass Information Systems, Inc. 401(k) Plan's numbers.