Other · DOL Form 5500 · 2022
CASSIA Retirement Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 3,535
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $27,665
- Avg per participant Low balance/head
Official DOL plan name: Cassia 403(b) Retirement Plan · Sponsored by CASSIA · Minnesota · Healthcare & Social Assistance
$98M in assets, 3,535 participants
CASSIA's Cassia 403(b) Retirement Plan reported $98M in total assets and 3,535 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,788 in Healthcare & Social Assistance (20,060 peers)
Coverage in Minnesota
Cassia 403(b) Retirement Plan covers 3,535 participants in Minnesota, 3.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $98M.
- #18,788
- in Healthcare & Social Assistance (20,060 peers)
- -14.9%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cassia 403(b) Retirement Plan's outsized position by total assets
Cassia 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$97,794,522 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cassia 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cassia 403(b) Retirement Plan lands in the large band (3,535 participants).
Published 5500 schedule card
Filing strip 831758728 · CASSIA PY 2022 · Other
Cassia 403(b) Retirement Plan · $98M · 3,535 · 93rd
- BOY $98M
- BOY 3,535
- BOY 93rd
- BOY Other
- BOY near Regional Enterprises, Inc. 403(b) Plan
- BOY ind #18788
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 Minnesota →
Cassia 403(b) Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | -$17M |
| Employer EIN | 831758728 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (CASSIA)
Sponsor-wide plan assets over time
All CASSIA plans reported in each filing year
- Latest sponsor-wide plan assets
- $135M 33.27612477110636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,405 | $101M |
| 2023 | 2 | 4,527 | $122M |
| 2024 | 2 | 4,927 | $135M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- Carpenters & Joiners Defined Contribution Plan $583M · 20,332
- University of St. Thomas Retirement Plan $358M · 2,317
Cassia 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Regional Enterprises, Inc. 403(b) Plan in WI ($98M); by covered participants it is Anmed Health Retirement Savings Plan in SC (3,539 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,535 participants); asset peers above are excluded.
- Anmed Health Retirement Savings Plan (SC) 3,539 · 4 off
- The Mary Imogene Bassett Hospital Retirement Plan (NY) 3,521 · 14 off
- Centerstone of America, Inc. 403(b) Retirement Plan (TN) 3,505 · 30 off
- The Cambridge Health Alliance Partnership Plan (MA) 3,569 · 34 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.