401(k) · DOL Form 5500 · 2022

CASSIA 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
870
Participants Near avg headcount
44th
Percentile by assets National rank
$4,204
Avg per participant Low balance/head
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Official DOL plan name: Cassia 401(k) Retirement Plan · Sponsored by CASSIA · Minnesota · Healthcare & Social Assistance

$4M in assets, 870 participants

CASSIA's Cassia 401(k) Retirement Plan reported $4M in total assets and 870 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,786 in Healthcare & Social Assistance (20,060 peers)

CASSIA multi-year trail

CASSIA's plans moved +33.3% in assets from 2022 to 2024; this filing shows Cassia 401(k) Retirement Plan at $4M / 870 participants.

#9,786
in Healthcare & Social Assistance (20,060 peers)
-6.5%
assets change YoY

The plan reported a net loss of $256K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cassia 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cassia 401(k) Retirement Plan vs every filed plan by assets

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

$3,657,075 44th percentile higher than 44% 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

Cassia 401(k) Retirement 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. Cassia 401(k) Retirement Plan sits mid-pack in the medium band (870 participants).

Form 5500 schedule snapshot

Filing strip 831758728 · CASSIA PY 2022 · 401(k)

Cassia 401(k) Retirement Plan · $4M · 870 · 44th

  • RANK $4M
  • PHOTO 870
  • IND 44th
  • EOY 401(k)
  • 5500 near Mergon Corporation 401(k) Retirement Plan
  • ASSETS ind #9786

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 401(k) Retirement Plan in the asset neighbourhood

Cassia 401(k) Retirement Plan$4MMergon Corporation 401(k) Retirement PlanMergon Corporation 401(k) Re…$4MWave Equity Partners LLC 401(k) PlanWave Equity Partners LLC 401…$4MMcDonald's Franchisee 401(k) PlanMcDonald's Franchisee 401(k)…$4MSuperior Enterprises, Inc. Employee Stock Ownership and 401(k) PlanSuperior Enterprises, Inc. E…$4M
End-of-year total assets ($M) among Cassia 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

CASSIA multi-year asset trail

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
$80M$100M$120M$140M 202220232024 $101M $135M ▲ +33.3%
Year Plans Participants Total Assets
2022 2 4,405 $101M
2023 2 4,527 $122M
2024 2 4,927 $135M

CASSIA filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$256K
Employer EIN831758728
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cassia 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Cassia 401(k) Retirement Plan, Total assets ($B): 0.003657075 · Participants: 870Cassia 401(k) Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Cassia 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Cassia 401(k) Retirement Plan side-by-side with 3 peers →

Cassia 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Mergon Corporation 401(k) Retirement Plan in SC ($4M); by covered participants it is Shoe Sensation, Inc. 401(k) Plan in IN (870 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (870 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 Cassia 401(k) Retirement Plan assets move in 2022? ▼
Cassia 401(k) Retirement Plan pulled back noticeably - down 6.5% during 2022, from $4M to $4M. Reported net income was -$256K.
How have CASSIA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), CASSIA's sponsor-wide assets grew 33.3%, from $101M to $135M.
Which 401(k) plans are similar in size to Cassia 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mergon Corporation 401(k) Retirement Plan in SC ($4M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Cassia 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shoe Sensation, Inc. 401(k) Plan in IN (870 participants, $4M 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 831758728.

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.