Other · DOL Form 5500 · 2023
CASSIA Retirement Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 3,638
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $32,066
- Avg per participant Low balance/head
Official DOL plan name: Cassia 403(b) Retirement Plan · Sponsored by CASSIA · Minnesota · Healthcare & Social Assistance
$117M in assets, 3,638 participants
CASSIA's Cassia 403(b) Retirement Plan reported $117M in total assets and 3,638 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,483 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
Cassia 403(b) Retirement Plan covers 3,638 participants in Minnesota, 3.2x the typical Minnesota plan (state average ~1,126 per filing). Assets: $117M.
- #16,483
- in Healthcare & Social Assistance (17,684 peers)
- +19.3%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Cassia 403(b) Retirement Plan's outsized position by total assets
Cassia 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$116,657,671 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cassia 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cassia 403(b) Retirement Plan lands in the large band (3,638 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cassia 403(b) Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Cassia 403(b) Retirement Plan end-of-year assets rose from $98M in the plan year 2022 filing to $117M in the plan year 2023 filing.
- Cassia 403(b) Retirement Plan reported participants rose from 3,535 in the plan year 2022 filing to 3,638 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 831758728 · CASSIA PY 2023 · Other
Cassia 403(b) Retirement Plan · $117M · 3,638 · 92nd
- ASSETS $117M
- PCT 3,638
- EIN 92nd
- RANK Other
- PHOTO near The Lovett School Retirement Plan
- IND ind #16483
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 403(b) Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | $19M |
| Employer EIN | 831758728 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (CASSIA)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,405 | $101M |
| 2023 | 2 | 4,527 | $122M |
| 2024 | 2 | 4,927 | $135M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- Carpenters & Joiners Defined Contribution Plan $719M · 21,043
- University of St. Thomas Retirement Plan $422M · 2,481
Cassia 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is The Lovett School Retirement Plan in GA ($117M); by covered participants it is Penn Highlands Healthcare 403(b) Plan in PA (3,653 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,638 participants); asset peers above are excluded.
- Penn Highlands Healthcare 403(b) Plan (PA) 3,653 · 15 off
- Swedishamerican 403(b) Incentivesaver Plan (IL) 3,655 · 17 off
- American Heart Association, Inc. 403(b) Pension Plan (TX) 3,614 · 24 off
- Employee Benefit Plan of Sea-Mar Community Health Centers (WA) 3,675 · 37 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.