401(k) · DOL Form 5500 · 2022

Cass Information Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
896
Participants Near avg headcount
92nd
Percentile by assets National rank
$97,716
Avg per participant Below avg balance/head
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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.

  • #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.

#2,565
in Information & Media (2,911 peers)
-13.0%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Cass Information Systems, Inc. 401(k) Plan's outsized position 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 $2,050,000,000 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

Cass Information Systems, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cass Information Systems, Inc. 401(k) Plan sits mid-pack in the medium band (896 participants).

Plan-year Form 5500 strip

Filing strip 431265338 · Cass Information Systems, Inc. PY 2022 · 401(k)

Cass Information Systems, Inc. 401(k) Plan · $88M · 896 · 92nd

  • 5500 $88M
  • ASSETS 896
  • PCT 92nd
  • EIN 401(k)
  • RANK near The Branch Group Inc Nd Affiliates Employee Stocdk Ownership and Savings Plan
  • PHOTO ind #2565

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Information & Media retirement plans → · Plans in Missouri →

Cass Information Systems, Inc. 401(k) Plan in the asset neighbourhood

Patrick Industries, Inc. 401(k) Employee Savings PlanPatrick Industries, Inc. 401…$88MThe Branch Group Inc Nd Affiliates Employee Stocdk Ownership and Savings PlanThe Branch Group Inc Nd Affi…$88MHirschler Fleischer, a Professional Corporation Retirement PlanHirschler Fleischer, a Profe…$88MCass Information Systems, Inc. 401(k) PlanCass Information Systems, In…$88MNicolet National Bank 401(k) PlanNicolet National Bank 401(k)…$88M
End-of-year total assets ($M) among Cass Information Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Cass Information Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 24.700513064444444% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $167M $126M ▼ -24.7%
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 Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Cass Information Systems, Inc. 401(k) Plan, Total assets ($B): 0.087553808 · Participants: 896Cass Information Systems, Inc. 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Cass Information Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Cass Information Systems, Inc. 401(k) Plan side-by-side with 3 peers →

Cass Information Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is The Branch Group Inc Nd Affiliates Employee Stocdk Ownership and Savings Plan in VA ($88M); by covered participants it is Roosevelt Management Company LLC 401(k) Plan in NY (896 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (896 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Cass Information Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roosevelt Management Company LLC 401(k) Plan in NY (896 participants, $68M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431265338.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.