401(k) · DOL Form 5500 · 2023

CASSIA 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
889
Participants Near avg headcount
46th
Percentile by assets National rank
$6,298
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

$6M in assets, 889 participants

CASSIA's Cassia 401(k) Retirement Plan reported $6M in total assets and 889 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,018 in Healthcare & Social Assistance (17,684 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 $6M / 889 participants.

#9,018
in Healthcare & Social Assistance (17,684 peers)
+53.1%
assets growth YoY

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 2023 · DOL Form 5500

$5,598,743 46th percentile higher than 46% of 127,068 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 2023

Cassia 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 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 (889 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cassia 401(k) Retirement Plan reported net income rose from -$256K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cassia 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Cassia 401(k) Retirement Plan reported participants rose from 870 in the plan year 2022 filing to 889 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 831758728 · CASSIA PY 2023 · 401(k)

Cassia 401(k) Retirement Plan · $6M · 889 · 46th

  • PHOTO $6M
  • IND 889
  • EOY 46th
  • 5500 401(k)
  • ASSETS near Deline Box 401(k) Plan
  • PCT ind #9018

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$6MDeline Box 401(k) Plan$6MMortgage Financial Services 401(k) PlanMortgage Financial Services …$6MSouth Arkansas Regional Hospital, LLC 401(k) PlanSouth Arkansas Regional Hosp…$6MThe Action Network, Inc. 401(k) PlanThe Action Network, Inc. 401…$6M
End-of-year total assets ($M) among Cassia 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
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 -50510152025 Total assets ($B) Participants Cassia 401(k) Retirement Plan, Total assets ($B): 0.005598743 · Participants: 889Cassia 401(k) Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.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 Deline Box 401(k) Plan in CO ($6M); by covered participants it is Savings Plan for the Subsidiaries of Southside Bancshares, Inc. in TX (889 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (889 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Cassia 401(k) Retirement Plan surged - up 53.1% during 2023, from $4M to $6M. Reported net income was $2M.
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 Deline Box 401(k) Plan in CO ($6M, 127 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 Savings Plan for the Subsidiaries of Southside Bancshares, Inc. in TX (889 participants, $65M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.