401(k) · DOL Form 5500 · 2023
Casey's General Stores Inc. 401(k) Plan
Data updated 2026-08-25
- $411M
- Total assets Above avg plan size
- 33,723
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $12,200
- Avg per participant Low balance/head
Official DOL plan name: Casey's General Stores 401(k) Plan · Sponsored by Casey's General Stores Inc. · Iowa · Retail Trade
$411M in assets, 33,723 participants
Casey's General Stores Inc.'s Casey's General Stores 401(k) Plan reported $411M in total assets and 33,723 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,261 in Retail Trade (8,414 peers)
Coverage in Iowa
Casey's General Stores 401(k) Plan covers 33,723 participants in Iowa, 55x the typical Iowa plan (state average ~609 per filing). Assets: $411M.
- #8,261
- in Retail Trade (8,414 peers)
- +19.0%
- assets growth YoY
- 4.1×
- vs typical plan assets (national mean)
Casey's General Stores 401(k) Plan's outsized position by total assets
Casey's General Stores 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$411,410,367 Top 3% higher than 97% 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's General Stores 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casey's General Stores 401(k) Plan is a mega filing (33,723 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Casey's General Stores 401(k) Plan reported net income rose from -$21M in the plan year 2022 filing to $66M in the plan year 2023 filing.
- Casey's General Stores 401(k) Plan end-of-year assets rose from $346M in the plan year 2022 filing to $411M in the plan year 2023 filing.
- Casey's General Stores 401(k) Plan reported participants rose from 28,900 in the plan year 2022 filing to 33,723 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 420935283 · Casey's General Stores Inc. PY 2023 · 401(k)
Casey's General Stores 401(k) Plan · $411M · 33,723 · 97th
- RANK $411M
- PHOTO 33,723
- IND 97th
- EOY 401(k)
- 5500 near Hp Hood LLC Retirement Savings Plan
- ASSETS ind #8261
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 Retail Trade retirement plans → · Plans in Iowa →
Casey's General Stores 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $346M |
|---|---|
| Net Assets (End of Year) | $411M |
| Net Income | $66M |
| Employer EIN | 420935283 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Casey's General Stores Inc.)
Sponsor-wide plan assets over time
All Casey's General Stores Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $514M 48.72786581644927% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28,900 | $346M |
| 2023 | 1 | 33,723 | $411M |
| 2024 | 1 | 36,695 | $514M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Scale composition for Casey's General Stores 401(k) Plan
Casey's General Stores 401(k) Plan reports $411M in end-of-year assets across 33,723 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.036% of 93,925,755 covered participants) - about $12,200 per participant (9% of the national average assets-per-participant) . Net income for plan year 2023 was $66M.
This plan identity (EIN 420935283, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $346M to $514M (+48.7%) while covered participants moved from 28,900 to 36,695 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,900 | $346M | Open filing |
| 2023 | 33,723 | $411M | This page |
| 2024 · index core | 36,695 | $514M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Casey's General Stores 401(k) Plan (401(k), $514M, 36,695 participants)
Casey's General Stores 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Hp Hood LLC Retirement Savings Plan in MA ($411M); by covered participants it is Advantage 401(k) Savings Plan in CA (33,698 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($411M here).
- Hp Hood LLC Retirement Savings Plan (MA) $411M · 3,158
- Fanuc America Corporation Savings Plan (MI) $412M · 1,384
- C.V. Starr & Co., Inc. Incentive Savings Plan (NY) $411M · 1,606
- West Bend Mutual Insurance Company Employee Savings Plan (WI) $412M · 1,554
Similar participant headcount
Nearest other-state filings by covered participants (33,723 participants); asset peers above are excluded.
- Advantage 401(k) Savings Plan (CA) 33,698 · 25 off
- Essilorluxottica Retirement Savings Plan 1 (NY) 33,776 · 53 off
- Jones Lang Lasalle Savings and Retirement Plan (IL) 33,607 · 116 off
- Mars Veterinary Health 401(k) Savings Plan (NJ) 33,604 · 119 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.