Money Purchase · DOL Form 5500 · 2024
Casey Family Programs Money Purchase Plan
Data updated 2026-08-25
- $104M
- Total assets Near avg plan size
- 333
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $311,914
- Avg per participant High balance/head
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.
- #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.
- #15,524
- in Healthcare & Social Assistance (16,916 peers)
- +6.9%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust's outsized position by total assets
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$103,867,437 Top 9% higher than 91% 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
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust 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 401(a) Employer Funded Long Term Savings Plan and Trust sits mid-pack in the medium band (333 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 910793881 · Casey Family Programs PY 2024 · Money Purchase
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust · $104M · 333 · 91st
- RANK $104M
- RANK 333
- RANK 91st
- RANK Money Purchase
- RANK near The J. David Gladstone Institutes Money Purchase Pension Plan
- RANK ind #15524
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 401(a) Employer Funded Long Term Savings Plan and Trust in the asset neighbourhood
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)
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
| 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.
- 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
Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Washington, the nearest Money Purchase by assets is The J. David Gladstone Institutes Money Purchase Pension Plan in CA ($104M); by covered participants it is Charles County School Bus Contractors Assoc. Retirement Plan in NY (333 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (333 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.