401(k) · DOL Form 5500 · 2024
Casey's General Stores Inc. 401(k) Plan
Data updated 2026-08-25
- $514M
- Total assets Above avg plan size
- 36,695
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $14,017
- Avg per participant Low balance/head
Official DOL plan name: Casey's General Stores 401(k) Plan · Sponsored by Casey's General Stores Inc. · Iowa · Retail Trade
$514M in assets, 36,695 participants
Casey's General Stores Inc.'s Casey's General Stores 401(k) Plan reported $514M in total assets and 36,695 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #7,906 in Retail Trade (8,048 peers)
Coverage in Iowa
Casey's General Stores 401(k) Plan covers 36,695 participants in Iowa, 60x the typical Iowa plan (state average ~609 per filing). Assets: $514M.
- #7,906
- in Retail Trade (8,048 peers)
- +25.0%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
Casey's General Stores 401(k) Plan's outsized position by total assets
Casey's General Stores 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$514,363,741 Top 3% higher than 97% 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's General Stores 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casey's General Stores 401(k) Plan is a mega filing (36,695 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Casey's General Stores 401(k) Plan reported net income rose from $66M in the plan year 2023 filing to $103M in the plan year 2024 filing.
- Casey's General Stores 401(k) Plan end-of-year assets rose from $411M in the plan year 2023 filing to $514M in the plan year 2024 filing.
- Casey's General Stores 401(k) Plan reported participants rose from 33,723 in the plan year 2023 filing to 36,695 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 420935283 · Casey's General Stores Inc. PY 2024 · 401(k)
Casey's General Stores 401(k) Plan · $514M · 36,695 · 97th
- PCT $514M
- PCT 36,695
- PCT 97th
- PCT 401(k)
- PCT near Firmenich Retirement Savings Plan
- PCT ind #7906
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 Retail Trade retirement plans → · Plans in Iowa →
Casey's General Stores 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $411M |
|---|---|
| Net Assets (End of Year) | $514M |
| Net Income | $103M |
| Employer EIN | 420935283 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Casey's General Stores Inc.)
Sponsor-wide plan assets over time
All Casey's General Stores Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $514M 48.72786581644927% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28,900 | $346M |
| 2023 | 1 | 33,723 | $411M |
| 2024 | 1 | 36,695 | $514M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Scale composition for Casey's General Stores 401(k) Plan
Casey's General Stores 401(k) Plan reports $514M in end-of-year assets across 36,695 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.039% of 93,925,755 covered participants) - about $14,017 per participant (10% of the national average assets-per-participant) . Net income for plan year 2024 was $103M.
This plan identity (EIN 420935283, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $346M to $514M (+48.7%) while covered participants moved from 28,900 to 36,695 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,900 | $346M | Open filing |
| 2023 | 33,723 | $411M | Open filing |
| 2024 · index core | 36,695 | $514M | This page |
Casey's General Stores 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Firmenich Retirement Savings Plan in NJ ($514M); by covered participants it is Salesforce 401(k) Plan in CA (36,689 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($514M here).
- Firmenich Retirement Savings Plan (NJ) $514M · 1,585
- Broadstreet 401(k) Plan (OH) $514M · 3,026
- Chg Companies, Inc. Employee 401(k) Plan (UT) $513M · 10,222
- Westfield Employee Retirement Savings Plan (OH) $516M · 2,505
Similar participant headcount
Nearest other-state filings by covered participants (36,695 participants); asset peers above are excluded.
- Salesforce 401(k) Plan (CA) 36,689 · 6 off
- Northwell Health 401(k) Plan (NY) 36,562 · 133 off
- Cbre 401(k) Plan (TX) 36,834 · 139 off
- Abercrombie & Fitch Co. Savings and Retirement Plan (OH) 36,862 · 167 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.