401(k) · DOL Form 5500 · 2023
Casey's General Stores Inc. 401(k) Plan
Data updated 2026-08-11
- $411M
- Total assets
- 33,723
- Participants
- 97th
- Percentile by assets
- $12,200
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $411M
- total plan assets (2023 EOY)
- 33,723
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $12,200
- avg assets per participant
Where Casey's General Stores 401(k) Plan sits 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
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.
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Casey's General Stores 401(k) Plan reports 33,723 participants - 55x that state average ($411M EOY assets).
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.)
| 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.
Casey's General Stores 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Casey's General Stores 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Casey's General Stores 401(k) Plan assets move in 2023? ▼
How have Casey's General Stores Inc. plan assets changed over time? ▼
Where does Casey's General Stores 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Casey's General Stores 401(k) Plan? ▼
Next read for Casey's General Stores 401(k) Plan
Filing takeaways
Ways to act on Casey's General Stores 401(k) Plan's numbers.
- By total assets, Casey's General Stores 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Casey's General Stores Inc.'s sponsor-wide assets have grown 48.7% since 2022 across 3 plan years on file. More Retail Trade plans