Other · DOL Form 5500 · 2024
CASSIA Retirement Plan
Data updated 2026-08-11
- $128M
- Total assets
- 3,983
- Participants
- 92nd
- Percentile by assets
- $32,192
- Avg per participant
Official DOL plan name: Cassia 403(b) Retirement Plan · Sponsored by CASSIA · Minnesota · Healthcare & Social Assistance
$128M in assets, 3,983 participants
CASSIA's Cassia 403(b) Retirement Plan reported $128M in total assets and 3,983 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #15,753 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Cassia 403(b) Retirement Plan covers 3,983 participants in Minnesota, 3.5x the typical Minnesota plan (state average ~1,126 per filing). Assets: $128M.
- $128M
- total plan assets (2024 EOY)
- 3,983
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $32,192
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cassia 403(b) Retirement Plan reported net income fell from $19M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Cassia 403(b) Retirement Plan end-of-year assets rose from $117M in the plan year 2023 filing to $128M in the plan year 2024 filing.
- Cassia 403(b) Retirement Plan reported participants rose from 3,638 in the plan year 2023 filing to 3,983 in the plan year 2024 filing.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Cassia 403(b) Retirement Plan reports 3,983 participants - 3.5x that state average ($128M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $117M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | $12M |
| Employer EIN | 831758728 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (CASSIA)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,405 | $101M |
| 2023 | 2 | 4,527 | $122M |
| 2024 | 2 | 4,927 | $135M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
Cassia 403(b) Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
Similar-Sized Other Plans Nationally
Other plans in other states closest to Cassia 403(b) Retirement Plan by total assets, not by location.
- Retirement Savings Plan III (FL) $128M · 5,930
- Saint Francis University Retirement Plan (PA) $128M · 483
- Einstein Medical Center Montgomery Retirement Savings Plan (PA) $128M · 2,419
- Electrical Workers Defined Contribution Plan for Northern Nevada (NV) $129M · 2,029
Frequently Asked Questions
How did Cassia 403(b) Retirement Plan assets move in 2024? ▼
How have CASSIA plan assets changed over time? ▼
Where does Cassia 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Cassia 403(b) Retirement Plan? ▼
Next read for Cassia 403(b) Retirement Plan
Filing takeaways
Ways to act on Cassia 403(b) Retirement Plan's numbers.
- By total assets, Cassia 403(b) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Minnesota. Compare plans
- CASSIA's sponsor-wide assets have grown 33.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans