Casey's General Stores 401(k) Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Casey's General Stores Inc. · Iowa · Retail Trade

What the 2023 filing shows

Casey's General Stores 401(k) Plan holds $346M for 28,900 participants — about $11,967 per participant, down 5.1% over the 2022 plan year.

$346M
total plan assets (2022 EOY): 28,900
covered participants: $11,967
avg assets per participant: -5.1%
assets change YoY

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.

Total Assets (2023)

$346M

Participants

28,900

State

Iowa

Industry

Retail Trade

What the Filing Says About Casey's General Stores 401(k) Plan

Casey's General Stores 401(k) Plan is a 401(k) retirement plan sponsored by Casey's General Stores Inc., headquartered in Iowa. As of the 2022 Form 5500 filing, the plan reports $346M in total end-of-year assets and covers 28,900 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 420935283, and the plan has been effective since 1989-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $364M at the beginning of 2022 to $346M at year-end — a decline of 5.1%. Net assets (after liabilities) closed the year at $346M, with reported net income of $-20,677,465 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$364M
Total Assets (End of Year)	$346M
Net Assets (End of Year)	$346M
Net Income	$-20,677,465
Plan Type	401(k)
Employer EIN	420935283
Plan Effective Date	1989-05-01
Filing Status	FILING RECEIVED

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

Year	Plans	Participants	Total Assets
2022	1	28,900	$346M
2023	1	33,723	$411M
2024	1	36,695	$514M

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Compare Casey's General Stores 401(k) Plan side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the Casey's General Stores 401(k) Plan? ▼

As of the 2022 Form 5500 filing, Casey's General Stores 401(k) Plan holds $346M in total assets with 28,900 participants. It is sponsored by Casey's General Stores Inc..

What type of plan is Casey's General Stores 401(k) Plan? ▼

Casey's General Stores 401(k) Plan is a 401(k) plan. It has been effective since 1989-05-01. The plan is filed with the U.S. Department of Labor under EIN 420935283.

Who sponsors the Casey's General Stores 401(k) Plan? ▼

Casey's General Stores 401(k) Plan is sponsored by Casey's General Stores Inc., located in Iowa. The sponsor's EIN is 420935283 and the plan operates in the Retail Trade industry.

How did Casey's General Stores 401(k) Plan perform in 2022? ▼

Casey's General Stores 401(k) Plan declined by 5.1% during 2022, moving from $364M to $346M in total assets. Net income was $-20,677,465.

Where can I find official filings for Casey's General Stores 401(k) Plan? ▼

Official Form 5500 filings for Casey's General Stores 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 420935283 or plan name at efast.dol.gov.

How does Casey's General Stores 401(k) Plan compare to other plans? ▼

You can compare Casey's General Stores 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.