Other · DOL Form 5500 · 2022
CASSIA Retirement Plan
Data updated 2026-08-11
- $98M
- Total assets
- 3,535
- Participants
- 93rd
- Percentile by assets
- $27,665
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $98M
- total plan assets (2022 EOY)
- 3,535
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $27,665
- avg assets per participant
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.
Where Cassia 403(b) Retirement Plan sits 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
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Cassia 403(b) Retirement Plan reports 3,535 participants - 3.1x that state average ($98M EOY assets).
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)
| 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.
Cassia 403(b) Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Cassia 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Cassia 403(b) Retirement Plan assets move in 2022? ▼
How have CASSIA plan assets changed over time? ▼
Where does Cassia 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Cassia 403(b) Retirement Plan? ▼
Next read for Cassia 403(b) Retirement Plan
Filing takeaways
Ways to act on Cassia 403(b) Retirement Plan's numbers.
- By total assets, Cassia 403(b) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Minnesota. Compare plans
- CASSIA's sponsor-wide assets have grown 33.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans