Defined Benefit (Pension) · DOL Form 5500 · 2022

Cass Information Systems, Inc. Pension Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
485
Participants Below avg headcount
91st
Percentile by assets National rank
$163,562
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Cass Information Systems, Inc. · Sponsored by Cass Information Systems, Inc. · Missouri · Information & Media

$79M in assets, 485 participants

Cass Information Systems, Inc.'s Retirement Plan for Employees of Cass Information Systems, Inc. reported $79M in total assets and 485 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,541 in Information & Media (2,911 peers)

Where Retirement Plan for Employees of Cass Information Systems, Inc. sits by assets

Retirement Plan for Employees of Cass Information Systems, Inc. sits in the top 10% of all filed plans by assets, $79M for 485 participants (~$163,562/participant), down 30.5% in 2022.

#2,541
in Information & Media (2,911 peers)
-30.5%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Cass Information Systems, Inc.'s outsized position by total assets

Retirement Plan for Employees of Cass Information Systems, Inc. vs every filed plan by assets

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

$79,327,762 Top 9% higher than 91% 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

Retirement Plan for Employees of Cass Information Systems, Inc. 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. Retirement Plan for Employees of Cass Information Systems, Inc. sits mid-pack in the medium band (485 participants).

Form 5500 schedule snapshot

Filing strip 431265338 · Cass Information Systems, Inc. PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Cass Information Systems, Inc. · $79M · 485 · 91st

  • NET $79M
  • NET 485
  • NET 91st
  • NET Defined Benefit (Pension)
  • NET near Star Tribune Retirement Plan O
  • NET ind #2541

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 Information & Media retirement plans → · Plans in Missouri →

Retirement Plan for Employees of Cass Information Systems, Inc. in the asset neighbourhood

Club Employees Pension Fund$79MRetirement Plan for Employees of Cass Information Systems, Inc.Retirement Plan for Employee…$79MStar Tribune Retirement Plan OStar Tribune Retirement Plan…$79MEmployees' Retirement Plan of Bank of HawaiiEmployees' Retirement Plan o…$79MBeneficial Bank Consolidated Pension PlanBeneficial Bank Consolidated…$79M
End-of-year total assets ($M) among Retirement Plan for Employees of Cass Information Systems, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$114M
Net Assets (End of Year)$79M
Net Income-$35M
Employer EIN431265338
Plan Effective Date1953-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cass Information Systems, Inc.)

Sponsor-wide plan assets over time

All Cass Information Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 24.700513064444444% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $167M $126M ▼ -24.7%
Year Plans Participants Total Assets
2022 2 1,381 $167M
2023 2 1,452 $193M
2024 2 1,513 $126M

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Cass Information Systems, Inc. vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Retirement Plan for Employees of Cass Information Systems, Inc., Total assets ($B): 0.079327762 · Participants: 485Retirement Plan for Employees of Cass Information Systems, Inc.Boilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.485527737 · Participants: 31010Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.442367346 · Participants: 10080Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.376779083 · Participants: 15460Co-Op Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.256518868 · Participants: 8767Carpenters Pension Trust Fund of St. LouisEmerson Electric Company Retirement Plan, Total assets ($B): 3.12779001 · Participants: 4763Emerson Electric Company Retirement Plan
Retirement Plan for Employees of Cass Information Systems, Inc. vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants

Retirement Plan for Employees of Cass Information Systems, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Star Tribune Retirement Plan O in MN ($79M); by covered participants it is Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund in NY (484 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($79M here).

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 Retirement Plan for Employees of Cass Information Systems, Inc. assets move in 2022?
Retirement Plan for Employees of Cass Information Systems, Inc. contracted severely - down 30.5% during 2022, from $114M to $79M. Reported net income was -$35M.
How have Cass Information Systems, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cass Information Systems, Inc.'s sponsor-wide assets declined 24.7%, from $167M to $126M.
Where does Retirement Plan for Employees of Cass Information Systems, Inc. rank by assets among Form 5500 filers?
Retirement Plan for Employees of Cass Information Systems, Inc. ranks in the 91st 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Cass Information Systems, Inc.?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Star Tribune Retirement Plan O in MN ($79M, 87 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Cass Information Systems, Inc.?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund in NY (484 participants, $75M in assets).