Money Purchase · DOL Form 5500 · 2022
Casey Family Programs Money Purchase Plan
Data updated 2026-08-11
- $85M
- Total assets
- 332
- Participants
- 92nd
- Percentile by assets
- $257,239
- Avg per participant
Official DOL plan name: Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust · Sponsored by Casey Family Programs · Washington · Healthcare & Social Assistance
$85M in assets, 332 participants
Casey Family Programs's Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust reported $85M in total assets and 332 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)
- #18,651 in Healthcare & Social Assistance (20,060 peers)
Coverage in Washington
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust covers 332 participants in Washington, about 22% of the average Washington filer (state average ~1,476 per filing). Assets: $85M.
- $85M
- total plan assets (2022 EOY)
- 332
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $257,239
- avg assets per participant
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Washington filers
In Washington, the average filing covers about 1,476 participants across 2,612 plans. Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust reports 332 participants - about 22% of that state average ($85M EOY assets).
Washington filing particulars
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$16M |
| Employer EIN | 910793881 |
| Plan Effective Date | 1969-04-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Casey Family Programs)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 690 | $135M |
| 2023 | 2 | 678 | $155M |
| 2024 | 2 | 726 | $167M |
Nearby Money Purchase Plans in Washington
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust vs. nearby Money Purchase plans in Washington, assets vs. participants
- Pacific Coast Benefits Trust Fund $731M · 59,247
- Virginia Mason Medical Center Retirement Plan $481M · 5,662
- The Association of University Physicians Pension Plan $371M · 2,585
- 112/73 Retirement Plan NECA-IBEW $349M · 5,681
- Carrix, Inc. Retirement Plan $303M · 1,464
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust assets move in 2022? ▼
How have Casey Family Programs plan assets changed over time? ▼
Where does Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust? ▼
Next read for Casey Family Programs 401(a) Employer Fu…
Filing takeaways
Ways to act on Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust's numbers.
- By total assets, Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Washington. Compare plans
- Casey Family Programs's sponsor-wide assets have grown 23.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans