Other · DOL Form 5500 · 2022

Casey Family Programs Retirement Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
358
Participants Below avg headcount
88th
Percentile by assets National rank
$138,416
Avg per participant Near avg balance/head
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Official DOL plan name: Casey Family Programs 403(b) Plan · Sponsored by Casey Family Programs · Washington · Healthcare & Social Assistance

$50M in assets, 358 participants

Casey Family Programs's Casey Family Programs 403(b) Plan reported $50M in total assets and 358 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,010 in Healthcare & Social Assistance (20,060 peers)

Coverage in Washington

Casey Family Programs 403(b) Plan covers 358 participants in Washington, about 24% of the average Washington filer (state average ~1,476 per filing). Assets: $50M.

#18,010
in Healthcare & Social Assistance (20,060 peers)
-15.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Casey Family Programs 403(b) Plan's outsized position by total assets

Casey Family Programs 403(b) Plan vs every filed plan by assets

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

$49,552,770 Top 12% higher than 88% 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

Casey Family Programs 403(b) 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. Casey Family Programs 403(b) Plan sits mid-pack in the medium band (358 participants).

DOL schedule card

Filing strip 910793881 · Casey Family Programs PY 2022 · Other

Casey Family Programs 403(b) Plan · $50M · 358 · 88th

  • NET $50M
  • BOOK 358
  • VS-ST 88th
  • BOY Other
  • SCH near Arizona Laborers & Teamsters Annuity Plan
  • EBSA ind #18010

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

Casey Family Programs 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan of Special Service for Groups, Inc.403(b) Thrift Plan of Specia…$50MUniversity of Nebraska Foundation Defined Contribution Retirement PlanUniversity of Nebraska Found…$50MArizona Laborers & Teamsters Annuity PlanArizona Laborers & Teamsters…$50MCasey Family Programs 403(b) PlanCasey Family Programs 403(b)…$50MPrinceton University Press DC Retirement PlanPrinceton University Press D…$49M
End-of-year total assets ($M) among Casey Family Programs 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$50M
Net Income-$9M
Employer EIN910793881
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casey Family Programs)

Sponsor-wide plan assets over time

All Casey Family Programs plans reported in each filing year

Latest sponsor-wide plan assets
$167M 23.636383966187793% vs 2022
2024 filing year
$130M$140M$150M$160M$170M$180M 202220232024 $135M $167M ▲ +23.6%
Year Plans Participants Total Assets
2022 2 690 $135M
2023 2 678 $155M
2024 2 726 $167M

Nearby Other Plans in Washington

Peer Other plans, same state, same plan type, ranked by total assets.

Casey Family Programs 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Casey Family Programs 403(b) Plan, Total assets ($B): 0.04955277 · Participants: 358Casey Family Programs 403(b) PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.125230035 · Participants: 4435Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.818580491 · Participants: 14779Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.483693061 · Participants: 6863Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundVirginia Mason Medical Center 403(b) Plan, Total assets ($B): 0.457462659 · Participants: 5560Virginia Mason Medical Center 403(b) PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.434597438 · Participants: 3301Overlake Hospital Medical Center 403(b)Retirement Plan
Casey Family Programs 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants

Casey Family Programs 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Arizona Laborers & Teamsters Annuity Plan in AZ ($50M); by covered participants it is Charles R. Drew University Defined Contribution Plan in CA (358 participants). Same-state nearby plans are listed separately above.

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 Casey Family Programs 403(b) Plan assets move in 2022?
Casey Family Programs 403(b) Plan declined sharply - down 15.4% during 2022, from $59M to $50M. Reported net income was -$9M.
How have Casey Family Programs plan assets changed over time?
Across 3 plan years on file (2022-2024), Casey Family Programs's sponsor-wide assets grew 23.6%, from $135M to $167M.
Where does Casey Family Programs 403(b) Plan rank by assets among Form 5500 filers?
Casey Family Programs 403(b) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Casey Family Programs 403(b) Plan?
Among Other plans in other states, the closest by assets is Arizona Laborers & Teamsters Annuity Plan in AZ ($50M, 2,735 participants).
Which Other plans cover a similar participant headcount to Casey Family Programs 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Charles R. Drew University Defined Contribution Plan in CA (358 participants, $31M in assets).