Other · DOL Form 5500 · 2023

Casey Family Programs Retirement Plan

Data updated 2026-08-11

$57M
Total assets
379
Participants
87th
Percentile by assets
$151,432
Avg per participant
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Official DOL plan name: Casey Family Programs 403(b) Plan · Sponsored by Casey Family Programs · Washington · Healthcare & Social Assistance

$57M in assets, 379 participants

Casey Family Programs's Casey Family Programs 403(b) Plan reported $57M in total assets and 379 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 127,072 plans)
  • #15,725 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Casey Family Programs 403(b) Plan covers 379 participants in Washington, about 26% of the average Washington filer (state average ~1,476 per filing). Assets: $57M.

$57M
total plan assets (2023 EOY)
379
covered participants
87th
percentile by assets (of 127,072 plans)
$151,432
avg assets per participant

Where Casey Family Programs 403(b) Plan sits by total assets

Casey Family Programs 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$57,392,752 Top 13% higher than 87% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Casey Family Programs 403(b) Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Casey Family Programs 403(b) Plan end-of-year assets rose from $50M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Casey Family Programs 403(b) Plan reported participants rose from 358 in the plan year 2022 filing to 379 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. Casey Family Programs 403(b) Plan reports 379 participants - about 26% of that state average ($57M EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$57M
Net Income$8M
Employer EIN910793881
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casey Family Programs)

$130M$140M$150M$160M$170M$180M 202220232024 $135M $167M ▲ +23.6%
Total plan assets by year, all Casey Family Programs plans on file
Year Plans Participants Total Assets
2022 2 690 $135M
2023 2 678 $155M
2024 2 726 $167M

Nearby Other Plans in Washington

Peer Other plans, same state, same plan type, ranked by total assets.

Casey Family Programs 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants

Casey Family Programs 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Casey Family Program…A Single-Employer PlanFred Hutchinson Canc…Multicare Health Sys…Ironworkers District…Overlake Hospital Me…
Casey Family Programs 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Casey Family Programs 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Casey Family Programs 403(b) Plan assets move in 2023?
Casey Family Programs 403(b) Plan grew sharply - up 15.8% during 2023, from $50M to $57M. Reported net income was $8M.
How have Casey Family Programs plan assets changed over time?
Across 3 plan years on file (2022-2024), Casey Family Programs's sponsor-wide assets grew 23.6%, from $135M to $167M.
Where does Casey Family Programs 403(b) Plan rank by assets among Form 5500 filers?
Casey Family Programs 403(b) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Casey Family Programs 403(b) Plan?
Among Other plans in other states, the closest by assets is Dana Hall School Retirement Plan for Employees in MA ($57M, 191 participants).

Filing takeaways

Ways to act on Casey Family Programs 403(b) Plan's numbers.