Money Purchase · DOL Form 5500 · 2024

Casey Family Programs Money Purchase Plan

Data updated 2026-08-11

$104M
Total assets: 333
Participants: 91st
Percentile by assets: $311,914
Avg per participant

Official DOL plan name: Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust · Sponsored by Casey Family Programs · Washington · Healthcare & Social Assistance

$104M in assets, 333 participants

Casey Family Programs's Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust reported $104M in total assets and 333 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 123,622 plans)
#15,524 in Healthcare & Social Assistance (16,916 peers)

Coverage in Washington

Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust covers 333 participants in Washington, about 23% of the average Washington filer (state average ~1,476 per filing). Assets: $104M.

$104M
total plan assets (2024 EOY): 333
covered participants: 91st
percentile by assets (of 123,622 plans): $311,914
avg assets per participant

Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust reported participants rose from 299 in the plan year 2023 filing to 333 in the plan year 2024 filing.
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust end-of-year assets rose from $97M in the plan year 2023 filing to $104M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Washington

Industry

Healthcare & Social Assistance

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust reports 333 participants - about 23% of that state average ($104M EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)	$97M
Net Assets (End of Year)	$104M
Net Income	$7M
Employer EIN	910793881
Plan Effective Date	1969-04-18
Filing Status	FILING RECEIVED

Sponsor Plan History (Casey Family Programs)

Total plan assets by year, all Casey Family Programs plans on file

Year	Plans	Participants	Total Assets
2022	2	690	$135M
2023	2	678	$155M
2024	2	726	$167M

Nearby Money Purchase Plans in Washington

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

Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust vs. nearby Money Purchase plans in Washington, assets vs. participants

Pacific Coast Benefits Trust Fund $838M · 49,727
The Association of University Physicians Pension Plan $499M · 2,817
112/73 Retirement Plan NECA-IBEW $479M · 6,174
Carrix, Inc. Retirement Plan $362M · 1,657
Children's University Medical Group Pension Plan $256M · 874

Compare Casey Family Programs 401(a) Employer Fu… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust by total assets, not by location.

The J. David Gladstone Institutes Money Purchase Pension Plan (CA) $104M · 408
Bricklayers Local No. 8 and Employers Pension Plan (MO) $104M · 526
Armstrong & Teasdale Pension Plan (MO) $105M · 244
Gas Technology Institute Retirement Plan (IL) $103M · 278

Frequently Asked Questions

How did Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust assets move in 2024? ▼

Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust grew at a solid clip - up 6.9% during 2024, from $97M to $104M. Reported net income was $7M.

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 401(a) Employer Funded Long Term Savings Plan and Trust rank by assets among Form 5500 filers? ▼

Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Money Purchase plans are similar in size to Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust? ▼

Among Money Purchase plans in other states, the closest by assets is The J. David Gladstone Institutes Money Purchase Pension Plan in CA ($104M, 408 participants).

Next read for Casey Family Programs 401(a) Employer Fu…

Filing takeaways

Ways to act on Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust's numbers.

By total assets, Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Washington. Compare plans
Casey Family Programs's sponsor-wide assets have grown 23.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 910793881.