401(k) · DOL Form 5500 · 2022

Casey's General Stores Inc. 401(k) Plan

Data updated 2026-08-25

$346M
Total assets Above avg plan size
28,900
Participants Very large workforce
97th
Percentile by assets National rank
$11,967
Avg per participant Low balance/head
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Official DOL plan name: Casey's General Stores 401(k) Plan · Sponsored by Casey's General Stores Inc. · Iowa · Retail Trade

$346M in assets, 28,900 participants

Casey's General Stores Inc.'s Casey's General Stores 401(k) Plan reported $346M in total assets and 28,900 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #9,364 in Retail Trade (9,519 peers)

Coverage in Iowa

Casey's General Stores 401(k) Plan covers 28,900 participants in Iowa, 47x the typical Iowa plan (state average ~609 per filing). Assets: $346M.

#9,364
in Retail Trade (9,519 peers)
-5.1%
assets change YoY
3.5×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Casey's General Stores 401(k) Plan's outsized position by total assets

Casey's General Stores 401(k) Plan vs every filed plan by assets

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

$345,842,212 Top 3% higher than 97% 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's General Stores 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casey's General Stores 401(k) Plan is a mega filing (28,900 participants), the rightmost band on the breakdown.

Published 5500 schedule card

Filing strip 420935283 · Casey's General Stores Inc. PY 2022 · 401(k)

Casey's General Stores 401(k) Plan · $346M · 28,900 · 97th

  • TYPE $346M
  • NET 28,900
  • BOOK 97th
  • VS-ST 401(k)
  • BOY near Steptoe & Johnson LLP 401(k) Profit Sharing Plan
  • SCH ind #9364

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 Retail Trade retirement plans → · Plans in Iowa →

Casey's General Stores 401(k) Plan in the asset neighbourhood

Children's Hospital Pediatric Associates, Inc. 401(k) Profit Sharing PlanChildren's Hospital Pediatri…$346MBristol Bay Native Corporation 401(k) Savings PlanBristol Bay Native Corporati…$346MCasey's General Stores 401(k) PlanCasey's General Stores 401(k…$346MSteptoe & Johnson LLP 401(k) Profit Sharing PlanSteptoe & Johnson LLP 401(k)…$346MWex Inc. Employee Savings PlanWex Inc. Employee Savings Pl…$346M
End-of-year total assets ($M) among Casey's General Stores 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$364M
Net Assets (End of Year)$346M
Net Income-$21M
Employer EIN420935283
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casey's General Stores Inc.)

Sponsor-wide plan assets over time

All Casey's General Stores Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$514M 48.72786581644927% vs 2022
2024 filing year
$300M$400M$500M$600M 202220232024 $346M $514M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 28,900 $346M
2023 1 33,723 $411M
2024 1 36,695 $514M

Nearby 401(k) Plans in Iowa

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

Casey's General Stores 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 01234 Total assets ($B) Participants Casey's General Stores 401(k) Plan, Total assets ($B): 0.345842212 · Participants: 28900Casey's General Stores 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Casey's General Stores 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Casey's General Stores 401(k) Plan side-by-side with 3 peers →

Scale composition for Casey's General Stores 401(k) Plan

Casey's General Stores 401(k) Plan reports $346M in end-of-year assets across 28,900 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $11,967 per participant (9% of the national average assets-per-participant) . Net income for plan year 2022 was -$21M.

This plan identity (EIN 420935283, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $346M to $514M (+48.7%) while covered participants moved from 28,900 to 36,695 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 28,900 $346M This page
2023 33,723 $411M Open filing
2024 · index core 36,695 $514M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Casey's General Stores 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Steptoe & Johnson LLP 401(k) Profit Sharing Plan in DC ($346M); by covered participants it is Supplemental Income 401(k) Plan in CA (28,894 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28,900 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's General Stores 401(k) Plan assets move in 2022? ▼
Casey's General Stores 401(k) Plan pulled back noticeably - down 5.1% during 2022, from $364M to $346M. Reported net income was -$21M.
How have Casey's General Stores Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casey's General Stores Inc.'s sponsor-wide assets grew 48.7%, from $346M to $514M.
Where does Casey's General Stores 401(k) Plan rank by assets among Form 5500 filers? ▼
Casey's General Stores 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Casey's General Stores 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steptoe & Johnson LLP 401(k) Profit Sharing Plan in DC ($346M, 683 participants).
Which 401(k) plans cover a similar participant headcount to Casey's General Stores 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Supplemental Income 401(k) Plan in CA (28,894 participants, $1.4B 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 420935283.

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.