Defined Benefit (Pension) · DOL Form 5500 · 2023

Cass Information Systems, Inc. Pension Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
448
Participants Below avg headcount
90th
Percentile by assets National rank
$193,648
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Cass Information Systems, Inc. · Sponsored by Cass Information Systems, Inc. · Missouri · Information & Media

$87M in assets, 448 participants

Cass Information Systems, Inc.'s Retirement Plan for Employees of Cass Information Systems, Inc. reported $87M in total assets and 448 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,429 in Information & Media (2,818 peers)

Where Retirement Plan for Employees of Cass Information Systems, Inc. sits by assets

Retirement Plan for Employees of Cass Information Systems, Inc. sits in the top 10% of all filed plans by assets, $87M for 448 participants (~$193,648/participant), up 9.4% in 2023.

#2,429
in Information & Media (2,818 peers)
+9.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Retirement Plan for Employees of Cass Information Systems, Inc.'s outsized position by total assets

Retirement Plan for Employees of Cass Information Systems, Inc. vs every filed plan by assets

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

$86,754,232 Top 10% higher than 90% 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

Retirement Plan for Employees of Cass Information Systems, Inc. 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. Retirement Plan for Employees of Cass Information Systems, Inc. sits mid-pack in the medium band (448 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Cass Information Systems, Inc. reported net income rose from -$35M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Retirement Plan for Employees of Cass Information Systems, Inc. end-of-year assets rose from $79M in the plan year 2022 filing to $87M in the plan year 2023 filing.
  • Retirement Plan for Employees of Cass Information Systems, Inc. reported participants fell from 485 in the plan year 2022 filing to 448 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431265338 · Cass Information Systems, Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Cass Information Systems, Inc. · $87M · 448 · 90th

  • VS-ST $87M
  • BOY 448
  • SCH 90th
  • EBSA Defined Benefit (Pension)
  • PART near Employees Retirement Plan of St. Barnabas Hospital and Affiliates
  • TYPE ind #2429

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 →

Retirement Plan for Employees of Cass Information Systems, Inc. in the asset neighbourhood

Studio Mechanics Local 476 Iatse Retirement PlanStudio Mechanics Local 476 I…$87MEmployees Retirement Plan of St. Barnabas Hospital and AffiliatesEmployees Retirement Plan of…$87MRetirement Plan for Employees of Cass Information Systems, Inc.Retirement Plan for Employee…$87MThe Retirement Plan for Employees of the L.S. Starrett CompanyThe Retirement Plan for Empl…$87MThe Manitowoc Company, Inc. Pension PlanThe Manitowoc Company, Inc. …$87M
End-of-year total assets ($M) among Retirement Plan for Employees of Cass Information Systems, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$87M
Net Income$7M
Employer EIN431265338
Plan Effective Date1953-06-01
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 Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Cass Information Systems, Inc. vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Retirement Plan for Employees of Cass Information Systems, Inc., Total assets ($B): 0.086754232 · Participants: 448Retirement Plan for Employees of Cass Information Systems, Inc.Boilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.787453474 · Participants: 30358Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.709766277 · Participants: 10156Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.457605028 · Participants: 14993Co-Op Retirement PlanEmerson Electric Company Retirement Plan, Total assets ($B): 3.376279254 · Participants: 2671Emerson Electric Company Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.265514848 · Participants: 11420Carpenters Pension Trust Fund of St. Louis
Retirement Plan for Employees of Cass Information Systems, Inc. vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Retirement Plan for Employees of Cass Information Systems, Inc. side-by-side with 3 peers →

Retirement Plan for Employees of Cass Information Systems, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Employees Retirement Plan of St. Barnabas Hospital and Affiliates in NY ($87M); by covered participants it is Nrg Pension Plan in NJ (448 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (448 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 Retirement Plan for Employees of Cass Information Systems, Inc. assets move in 2023? ▼
Retirement Plan for Employees of Cass Information Systems, Inc. grew at a solid clip - up 9.4% during 2023, from $79M to $87M. Reported net income was $7M.
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 Retirement Plan for Employees of Cass Information Systems, Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Cass Information Systems, Inc. ranks in the 90th 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Cass Information Systems, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees Retirement Plan of St. Barnabas Hospital and Affiliates in NY ($87M, 238 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Cass Information Systems, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nrg Pension Plan in NJ (448 participants, $403M 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.