Defined Benefit (Pension) · DOL Form 5500 · 2024
Cass Information Systems, Inc. Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 427
- Participants Below avg headcount
- 30th
- Percentile by assets National rank
- $4,986
- Avg per participant Low balance/head
Official DOL plan name: Retirement Plan for Employees of Cass Information Systems, Inc. · Sponsored by Cass Information Systems, Inc. · Missouri · Information & Media
$2M in assets, 427 participants
Cass Information Systems, Inc.'s Retirement Plan for Employees of Cass Information Systems, Inc. reported $2M in total assets and 427 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #448 in Information & Media (2,822 peers)
Cass Information Systems, Inc. multi-year trail
Cass Information Systems, Inc.'s plans moved -24.7% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Cass Information Systems, Inc. at $2M / 427 participants.
- #448
- in Information & Media (2,822 peers)
- -97.5%
- assets change YoY
The plan reported a net loss of $85M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of Cass Information Systems, Inc. among the smaller filed plans by assets
Retirement Plan for Employees of Cass Information Systems, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,129,140 30th percentile higher than 30% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Retirement Plan for Employees of Cass Information Systems, Inc. among mid-size filed plans by headcount
Plan-year 2024 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 (427 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of Cass Information Systems, Inc. reported net income fell from $7M in the plan year 2023 filing to -$85M in the plan year 2024 filing.
- Retirement Plan for Employees of Cass Information Systems, Inc. end-of-year assets fell from $87M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Retirement Plan for Employees of Cass Information Systems, Inc. reported participants fell from 448 in the plan year 2023 filing to 427 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 431265338 · Cass Information Systems, Inc. PY 2024 · Defined Benefit (Pension)
Retirement Plan for Employees of Cass Information Systems, Inc. · $2M · 427 · 30th
- BOOK $2M
- VS-ST 427
- BOY 30th
- SCH Defined Benefit (Pension)
- EBSA near Lee Zhao Dmd PC Defined Benefit Plan
- PART ind #448
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
Cass Information Systems, Inc. multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,381 | $167M |
| 2023 | 2 | 1,452 | $193M |
| 2024 | 2 | 1,513 | $126M |
Cass Information Systems, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$85M |
| Employer EIN | 431265338 |
| Plan Effective Date | 1953-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Boilermaker-Blacksmith National Pension Trust $7.5B · 28,958
- Ameren Retirement Plan $4.8B · 9,760
- Co-Op Retirement Plan $3.5B · 15,151
- Carpenters Pension Trust Fund of St. Louis $3.4B · 11,832
- Emerson Electric Company Retirement Plan $3.3B · 2,467
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 Lee Zhao Dmd PC Defined Benefit Plan in GA ($2M); by covered participants it is Communications Workers of America Adjustable Pension Plan in DC (427 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (427 participants); asset peers above are excluded.
- Communications Workers of America Adjustable Pension Plan (DC) 427 · 0 off
- IBEW Local 684 Pension Trust (CA) 426 · 1 off
- Western Glaziers Retirement Plan (OR) 426 · 1 off
- Abbvie Pension Plan for Former Basf and Former Solvay Employees (IL) 429 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.