Other · DOL Form 5500 · 2023
Casey Family Programs Retirement Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 379
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $151,432
- Avg per participant Above avg balance/head
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.
- #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.
- #15,725
- in Healthcare & Social Assistance (17,684 peers)
- +15.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Casey Family Programs 403(b) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Casey Family Programs 403(b) 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. Casey Family Programs 403(b) Plan sits mid-pack in the medium band (379 participants).
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.
Published 5500 schedule card
Filing strip 910793881 · Casey Family Programs PY 2023 · Other
Casey Family Programs 403(b) Plan · $57M · 379 · 87th
- SCH $57M
- EBSA 379
- PART 87th
- TYPE Other
- NET near Dana Hall School Retirement Plan for Employees
- BOOK ind #15725
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 Washington →
Casey Family Programs 403(b) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $8M |
| Employer EIN | 910793881 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Casey Family Programs)
Sponsor-wide plan assets over time
All Casey Family Programs plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 23.636383966187793% vs 2022
- 2024 filing year
| 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.
- A Single-Employer Plan $26.2B · 1,103,349
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.3B · 5,646
- Multicare Health System 403(b) Employee Savings Plan $994M · 15,445
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $561M · 7,520
- Overlake Hospital Medical Center 403(b)Retirement Plan $548M · 3,392
Casey Family Programs 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Dana Hall School Retirement Plan for Employees in MA ($57M); by covered participants it is Clarion Hospital 403(b) Plan in PA (379 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
Similar participant headcount
Nearest other-state filings by covered participants (379 participants); asset peers above are excluded.
- Clarion Hospital 403(b) Plan (PA) 379 · 0 off
- Kipp Capital Region Public Schools 403(b) Plan (NY) 379 · 0 off
- Lewis University 403(b) Defined Contribution Retirement Plan (IL) 380 · 1 off
- The Hotchkiss School 403(b) Retirement Plan (CT) 380 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.