401(k) · DOL Form 5500 · 2023

Cass Information Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
1,004
Participants Near avg headcount
92nd
Percentile by assets National rank
$106,164
Avg per participant Below avg balance/head
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Official DOL plan name: Cass Information Systems, Inc. 401(k) Plan · Sponsored by Cass Information Systems, Inc. · Missouri · Information & Media

$107M in assets, 1,004 participants

Cass Information Systems, Inc.'s Cass Information Systems, Inc. 401(k) Plan reported $107M in total assets and 1,004 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.

  • #2,472 in Information & Media (2,818 peers)

Where Cass Information Systems, Inc. 401(k) Plan sits by assets

Cass Information Systems, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $107M for 1,004 participants (~$106,164/participant), up 21.7% in 2023.

#2,472
in Information & Media (2,818 peers)
+21.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Cass Information Systems, Inc. 401(k) Plan's outsized position by total assets

Cass Information Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$106,588,167 Top 8% higher than 92% 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

Cass Information Systems, Inc. 401(k) 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. Cass Information Systems, Inc. 401(k) Plan lands in the large band (1,004 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cass Information Systems, Inc. 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Cass Information Systems, Inc. 401(k) Plan end-of-year assets rose from $88M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • Cass Information Systems, Inc. 401(k) Plan reported participants rose from 896 in the plan year 2022 filing to 1,004 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431265338 · Cass Information Systems, Inc. PY 2023 · 401(k)

Cass Information Systems, Inc. 401(k) Plan · $107M · 1,004 · 92nd

  • RANK $107M
  • PHOTO 1,004
  • IND 92nd
  • EOY 401(k)
  • 5500 near Sfs Group USA 401(k) Plan
  • ASSETS ind #2472

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 Information & Media retirement plans → · Plans in Missouri →

Cass Information Systems, Inc. 401(k) Plan in the asset neighbourhood

Grand View Hospital 403(b) PlanGrand View Hospital 403(b) P…$107MHoshizaki USA Holdings, Inc. Retirement PlanHoshizaki USA Holdings, Inc.…$107MMidwest Teamsters Member 401(k) PlanMidwest Teamsters Member 401…$107MCass Information Systems, Inc. 401(k) PlanCass Information Systems, In…$107MSfs Group USA 401(k) Plan$107M
End-of-year total assets ($M) among Cass Information Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$107M
Net Income$19M
Employer EIN431265338
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cass Information Systems, Inc.)

Sponsor-wide plan assets over time

All Cass Information Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 24.700513064444444% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $167M $126M ▼ -24.7%
Year Plans Participants Total Assets
2022 2 1,381 $167M
2023 2 1,452 $193M
2024 2 1,513 $126M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cass Information Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Cass Information Systems, Inc. 401(k) Plan, Total assets ($B): 0.106588167 · Participants: 1004Cass Information Systems, Inc. 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Cass Information Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Cass Information Systems, Inc. 401(k) Plan side-by-side with 3 peers →

Cass Information Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Sfs Group USA 401(k) Plan in PA ($107M); by covered participants it is Heart of America 401(k) Plan in IL (1,004 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,004 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 Cass Information Systems, Inc. 401(k) Plan assets move in 2023? ▼
Cass Information Systems, Inc. 401(k) Plan grew sharply - up 21.7% during 2023, from $88M to $107M. Reported net income was $19M.
How have Cass Information Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cass Information Systems, Inc.'s sponsor-wide assets declined 24.7%, from $167M to $126M.
Where does Cass Information Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Cass Information Systems, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cass Information Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sfs Group USA 401(k) Plan in PA ($107M, 1,470 participants).
Which 401(k) plans cover a similar participant headcount to Cass Information Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America 401(k) Plan in IL (1,004 participants, $16M 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 431265338.

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.