401(k) · DOL Form 5500 · 2024

CASSIA 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
944
Participants Near avg headcount
48th
Percentile by assets National rank
$7,406
Avg per participant Low balance/head
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Official DOL plan name: Cassia 401(k) Retirement Plan · Sponsored by CASSIA · Minnesota · Healthcare & Social Assistance

$7M in assets, 944 participants

CASSIA's Cassia 401(k) Retirement Plan reported $7M in total assets and 944 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,952 in Healthcare & Social Assistance (16,916 peers)

CASSIA multi-year trail

CASSIA's plans moved +33.3% in assets from 2022 to 2024; this filing shows Cassia 401(k) Retirement Plan at $7M / 944 participants.

#8,952
in Healthcare & Social Assistance (16,916 peers)
+24.9%
assets growth YoY

Cassia 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cassia 401(k) Retirement Plan vs every filed plan by assets

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

$6,991,498 48th percentile higher than 48% 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

Cassia 401(k) Retirement 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. Cassia 401(k) Retirement Plan sits mid-pack in the medium band (944 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cassia 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Cassia 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Cassia 401(k) Retirement Plan reported participants rose from 889 in the plan year 2023 filing to 944 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 831758728 · CASSIA PY 2024 · 401(k)

Cassia 401(k) Retirement Plan · $7M · 944 · 48th

  • EOY $7M
  • 5500 944
  • ASSETS 48th
  • PCT 401(k)
  • EIN near Kaizen Auto Care, LLC 401(k) Plan
  • RANK ind #8952

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 Minnesota →

Cassia 401(k) Retirement Plan in the asset neighbourhood

Cassia 401(k) Retirement Plan$7MKaizen Auto Care, LLC 401(k) PlanKaizen Auto Care, LLC 401(k)…$7MNsm 401(k) Plan$7MSquare-H Brands, Inc. 401(k) PlanSquare-H Brands, Inc. 401(k)…$7MCapps, LLC 401(k) Plan$7M
End-of-year total assets ($M) among Cassia 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

CASSIA multi-year asset trail

Sponsor-wide plan assets over time

All CASSIA plans reported in each filing year

Latest sponsor-wide plan assets
$135M 33.27612477110636% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $101M $135M ▲ +33.3%
Year Plans Participants Total Assets
2022 2 4,405 $101M
2023 2 4,527 $122M
2024 2 4,927 $135M

CASSIA filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN831758728
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cassia 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Cassia 401(k) Retirement Plan, Total assets ($B): 0.006991498 · Participants: 944Cassia 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Cassia 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Cassia 401(k) Retirement Plan side-by-side with 3 peers →

Cassia 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Kaizen Auto Care, LLC 401(k) Plan in AZ ($7M); by covered participants it is S.T. Wooten Corporation 401(k) Retirement Plan in NC (944 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (944 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 Cassia 401(k) Retirement Plan assets move in 2024? ▼
Cassia 401(k) Retirement Plan grew sharply - up 24.9% during 2024, from $6M to $7M. Reported net income was $1M.
How have CASSIA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), CASSIA's sponsor-wide assets grew 33.3%, from $101M to $135M.
Which 401(k) plans are similar in size to Cassia 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaizen Auto Care, LLC 401(k) Plan in AZ ($7M, 603 participants).
Which 401(k) plans cover a similar participant headcount to Cassia 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is S.T. Wooten Corporation 401(k) Retirement Plan in NC (944 participants, $74M in assets).

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 831758728.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.