Money Purchase · DOL Form 5500 · 2022

Casey Family Programs Money Purchase Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
332
Participants Below avg headcount
92nd
Percentile by assets National rank
$257,239
Avg per participant Above avg balance/head
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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.

  • #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.

#18,651
in Healthcare & Social Assistance (20,060 peers)
-16.1%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust's outsized position by total assets

Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust vs every filed plan by assets

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

$85,403,457 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

Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust 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 401(a) Employer Funded Long Term Savings Plan and Trust sits mid-pack in the medium band (332 participants).

Plan-year Form 5500 strip

Filing strip 910793881 · Casey Family Programs PY 2022 · Money Purchase

Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust · $85M · 332 · 92nd

  • RANK $85M
  • PHOTO 332
  • IND 92nd
  • EOY Money Purchase
  • 5500 near Bricklayers Local No. 8 and Employers Pension Plan
  • ASSETS ind #18651

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 401(a) Employer Funded Long Term Savings Plan and Trust in the asset neighbourhood

Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and TrustCasey Family Programs 401(a)…$85MBricklayers Local No. 8 and Employers Pension PlanBricklayers Local No. 8 and …$85MAmerican College of Radiology Employees' Pension Plan and TrustAmerican College of Radiolog…$85MArmstrong & Teasdale Pension PlanArmstrong & Teasdale Pension…$85MThe W.K. Kellogg Foundation Savings PlanThe W.K. Kellogg Foundation …$85M
End-of-year total assets ($M) among Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$85M
Net Income-$16M
Employer EIN910793881
Plan Effective Date1969-04-18
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 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 Scatter plot of 6 data points. -20000020000400006000080000 0200400600800 Total assets ($M) Participants Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust, Total assets ($M): 85.403457 · Participants: 332Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and TrustPacific Coast Benefits Trust Fund, Total assets ($M): 730.924121 · Participants: 59247Pacific Coast Benefits Trust FundVirginia Mason Medical Center Retirement Plan, Total assets ($M): 481.151352 · Participants: 5662Virginia Mason Medical Center Retirement PlanThe Association of University Physicians Pension Plan, Total assets ($M): 371.37981 · Participants: 2585The Association of University Physicians Pension Plan112/73 Retirement Plan NECA-IBEW, Total assets ($M): 348.671978 · Participants: 5681112/73 Retirement Plan NECA-IBEWCarrix, Inc. Retirement Plan, Total assets ($M): 303.094304 · Participants: 1464Carrix, Inc. Retirement Plan
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust vs. nearby Money Purchase plans in Washington, assets vs. participants
Compare Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust side-by-side with 3 peers →

Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Washington, the nearest Money Purchase by assets is Bricklayers Local No. 8 and Employers Pension Plan in MO ($85M); by covered participants it is Retirement Plan for Prior Alcon Employees in NJ (332 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust assets move in 2022? ▼
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust declined sharply - down 16.1% during 2022, from $102M to $85M. Reported net income was -$16M.
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 401(a) Employer Funded Long Term Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust 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 Money Purchase plans are similar in size to Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Bricklayers Local No. 8 and Employers Pension Plan in MO ($85M, 401 participants).
Which Money Purchase plans cover a similar participant headcount to Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Plan for Prior Alcon Employees in NJ (332 participants, $60M 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 910793881.

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.