Other · DOL Form 5500 · 2024

Casey Family Programs Retirement Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
393
Participants Below avg headcount
87th
Percentile by assets National rank
$160,274
Avg per participant Above avg balance/head
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Official DOL plan name: Casey Family Programs 403(b) Plan · Sponsored by Casey Family Programs · Washington · Healthcare & Social Assistance

$63M in assets, 393 participants

Casey Family Programs's Casey Family Programs 403(b) Plan reported $63M in total assets and 393 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #14,976 in Healthcare & Social Assistance (16,916 peers)

Coverage in Washington

Casey Family Programs 403(b) Plan covers 393 participants in Washington, about 27% of the average Washington filer (state average ~1,476 per filing). Assets: $63M.

#14,976
in Healthcare & Social Assistance (16,916 peers)
+9.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Casey Family Programs 403(b) Plan's outsized position by total assets

Casey Family Programs 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$62,987,562 Top 13% higher than 87% of 123,620 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 2024

Casey Family Programs 403(b) Plan 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. Casey Family Programs 403(b) Plan sits mid-pack in the medium band (393 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Casey Family Programs 403(b) Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Casey Family Programs 403(b) Plan end-of-year assets rose from $57M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Casey Family Programs 403(b) Plan reported participants rose from 379 in the plan year 2023 filing to 393 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 910793881 · Casey Family Programs PY 2024 · Other

Casey Family Programs 403(b) Plan · $63M · 393 · 87th

  • EOY $63M
  • 5500 393
  • ASSETS 87th
  • PCT Other
  • EIN near American Society of Civil Engineers Tax Deferred Annuity Plan
  • RANK ind #14976

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

Casey Family Programs 403(b) Plan in the asset neighbourhood

Dana Hall School Retirement Plan for EmployeesDana Hall School Retirement …$63MCasey Family Programs 403(b) PlanCasey Family Programs 403(b)…$63MAmerican Society of Civil Engineers Tax Deferred Annuity PlanAmerican Society of Civil En…$63MThe Rivers School Defined Contribution Retirement PlanThe Rivers School Defined Co…$63MGreenhill School 403(b) Plan$63M
End-of-year total assets ($M) among Casey Family Programs 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$63M
Net Income$6M
Employer EIN910793881
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casey Family Programs)

Sponsor-wide plan assets over time

All Casey Family Programs plans reported in each filing year

Latest sponsor-wide plan assets
$167M 23.636383966187793% vs 2022
2024 filing year
$130M$140M$150M$160M$170M$180M 202220232024 $135M $167M ▲ +23.6%
Year Plans Participants Total Assets
2022 2 690 $135M
2023 2 678 $155M
2024 2 726 $167M

Nearby Other Plans in Washington

Peer Other plans, same state, same plan type, ranked by total assets.

Casey Family Programs 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Casey Family Programs 403(b) Plan, Total assets ($B): 0.062987562 · Participants: 393Casey Family Programs 403(b) PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.466484427 · Participants: 6067Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 1.164607998 · Participants: 16022Multicare Health System 403(b) Employee Savings PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.653546073 · Participants: 3637Overlake Hospital Medical Center 403(b)Retirement PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.593773803 · Participants: 7427Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundGonzaga University 403(b) Retirement Plan, Total assets ($B): 0.521526518 · Participants: 2294Gonzaga University 403(b) Retirement Plan
Casey Family Programs 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants

Casey Family Programs 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is American Society of Civil Engineers Tax Deferred Annuity Plan in VA ($63M); by covered participants it is Firstline Schools 403b Plan in LA (393 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (393 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Casey Family Programs 403(b) Plan assets move in 2024?
Casey Family Programs 403(b) Plan grew at a solid clip - up 9.7% during 2024, from $57M to $63M. Reported net income was $6M.
How have Casey Family Programs plan assets changed over time?
Across 3 plan years on file (2022-2024), Casey Family Programs's sponsor-wide assets grew 23.6%, from $135M to $167M.
Where does Casey Family Programs 403(b) Plan rank by assets among Form 5500 filers?
Casey Family Programs 403(b) Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Casey Family Programs 403(b) Plan?
Among Other plans in other states, the closest by assets is American Society of Civil Engineers Tax Deferred Annuity Plan in VA ($63M, 239 participants).
Which Other plans cover a similar participant headcount to Casey Family Programs 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Firstline Schools 403b Plan in LA (393 participants, $11M in assets).