Money Purchase · DOL Form 5500 · 2023
Casey Family Programs Money Purchase Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 299
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $324,861
- Avg per participant High balance/head
Official DOL plan name: Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust · Sponsored by Casey Family Programs · Washington · Healthcare & Social Assistance
$97M in assets, 299 participants
Casey Family Programs's Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust reported $97M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #16,299 in Healthcare & Social Assistance (17,684 peers)
Coverage in Washington
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust covers 299 participants in Washington, about 20% of the average Washington filer (state average ~1,476 per filing). Assets: $97M.
- #16,299
- in Healthcare & Social Assistance (17,684 peers)
- +13.7%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust's outsized position by total assets
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$97,133,465 Top 9% higher than 91% 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 401(a) Employer Funded Long Term Savings Plan and Trust 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 401(a) Employer Funded Long Term Savings Plan and Trust sits mid-pack in the medium band (299 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust reported net income rose from -$16M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust end-of-year assets rose from $85M in the plan year 2022 filing to $97M in the plan year 2023 filing.
- Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust reported participants fell from 332 in the plan year 2022 filing to 299 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 910793881 · Casey Family Programs PY 2023 · Money Purchase
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust · $97M · 299 · 91st
- PHOTO $97M
- PHOTO 299
- PHOTO 91st
- PHOTO Money Purchase
- PHOTO near Armstrong & Teasdale Pension Plan
- PHOTO ind #16299
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 401(a) Employer Funded Long Term Savings Plan and Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | $12M |
| Employer EIN | 910793881 |
| Plan Effective Date | 1969-04-18 |
| 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 Money Purchase Plans in Washington
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Pacific Coast Benefits Trust Fund $786M · 55,426
- The Association of University Physicians Pension Plan $437M · 2,598
- 112/73 Retirement Plan NECA-IBEW $421M · 5,901
- Carrix, Inc. Retirement Plan $328M · 1,512
- Children's University Medical Group Pension Plan $226M · 845
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Washington, the nearest Money Purchase by assets is Armstrong & Teasdale Pension Plan in MO ($97M); by covered participants it is Boston Plasterers & Cement Masons Local 534 Deferred Income Plan in MA (299 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
- Armstrong & Teasdale Pension Plan (MO) $97M · 256
- Bricklayers Local No. 8 and Employers Pension Plan (MO) $96M · 423
- Gas Technology Institute Retirement Plan (IL) $96M · 274
- IBEW Local Union No. 915 Pension-Annuity Fund (TN) $98M · 1,819
Similar participant headcount
Nearest other-state filings by covered participants (299 participants); asset peers above are excluded.
- Boston Plasterers & Cement Masons Local 534 Deferred Income Plan (MA) 299 · 0 off
- Santa Barbara Masonry Local 5 Pension Plan (CA) 299 · 0 off
- Retirement Plan for Employees of Graham Windham Services to Families (NY) 298 · 1 off
- Monroe Plumbers & Pipefitters Local 671 Retirement Plan and Trust (MI) 301 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.