Other · DOL Form 5500 · 2024

CASSIA Retirement Plan

Data updated 2026-08-25

$128M
Total assets Near avg plan size
3,983
Participants Above avg headcount
92nd
Percentile by assets National rank
$32,192
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#15,753
in Healthcare & Social Assistance (16,916 peers)
+9.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Cassia 403(b) Retirement Plan's outsized position by total assets

Cassia 403(b) Retirement Plan vs every filed plan by assets

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

$128,219,259 Top 8% higher than 92% 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 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cassia 403(b) Retirement Plan lands in the large band (3,983 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 831758728 · CASSIA PY 2024 · Other

Cassia 403(b) Retirement Plan · $128M · 3,983 · 92nd

  • TYPE $128M
  • NET 3,983
  • BOOK 92nd
  • VS-ST Other
  • BOY near Retirement Savings Plan III
  • SCH ind #15753

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 403(b) Retirement Plan in the asset neighbourhood

Electrical Workers Defined Contribution Plan for Northern NevadaElectrical Workers Defined C…$129MCassia 403(b) Retirement Plan$128MRetirement Savings Plan III$128MSaint Francis University Retirement PlanSaint Francis University Ret…$128MEinstein Medical Center Montgomery Retirement Savings PlanEinstein Medical Center Mont…$128M
End-of-year total assets ($M) among Cassia 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$128M
Net Income$12M
Employer EIN831758728
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CASSIA)

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

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 Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Cassia 403(b) Retirement Plan, Total assets ($B): 0.128219259 · Participants: 3983Cassia 403(b) Retirement PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals and Clinics Matched Savings PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health System 403(b) PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.459707522 · Participants: 2357University of St. Thomas Retirement Plan
Cassia 403(b) Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Cassia 403(b) Retirement Plan side-by-side with 3 peers →

Cassia 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Retirement Savings Plan III in FL ($128M); by covered participants it is Argonne National Laboratory 403(b) Employee Retirement Plan in IL (3,981 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,983 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 403(b) Retirement Plan assets move in 2024? ▼
Cassia 403(b) Retirement Plan grew at a solid clip - up 9.9% during 2024, from $117M to $128M. Reported net income was $12M.
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.
Where does Cassia 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Cassia 403(b) Retirement Plan ranks in the 92nd 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 Other plans are similar in size to Cassia 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Savings Plan III in FL ($128M, 5,930 participants).
Which Other plans cover a similar participant headcount to Cassia 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Argonne National Laboratory 403(b) Employee Retirement Plan in IL (3,981 participants, $1.7B 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.