Current Snapshot
Latest Year
2025
2025 Participants
2,424
2025 Assets
$135,210,757
2025 Contributions
$13,751,592
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2,424 | $0 | $0 | - |
| Cassia Health and Welfare Benefit Plan | - | 2,424 | - | - | - |
| 2024 | 3 | 4,852 | $135,210,757 | $13,751,592 | $2,834iApproximate average salary by contribution assumption: employee only about $70,855 at 4% or $47,237 at 6%; with 50% employer match about $47,237 at 4% or $31,491 at 6%; with 100% employer match about $35,428 at 4% or $23,618 at 6%. |
| Cassia 403(B) Retirement Plan | - | 4,852 | $128,219,259 | $12,438,231 | $2,564iApproximate average salary by contribution assumption: employee only about $64,088 at 4% or $42,725 at 6%; with 50% employer match about $42,725 at 4% or $28,484 at 6%; with 100% employer match about $32,044 at 4% or $21,363 at 6%. |
| Cassia 401(K) Retirement Plan | - | 885 | $6,991,498 | $1,313,361 | $1,484iApproximate average salary by contribution assumption: employee only about $37,101 at 4% or $24,734 at 6%; with 50% employer match about $24,734 at 4% or $16,489 at 6%; with 100% employer match about $18,550 at 4% or $12,367 at 6%. |
| Cassia Health and Welfare Benefit Plan | - | 2,340 | - | - | - |
| 2023 | 3 | 3,981 | $122,256,414 | $12,321,680 | $3,095iApproximate average salary by contribution assumption: employee only about $77,378 at 4% or $51,585 at 6%; with 50% employer match about $51,585 at 4% or $34,390 at 6%; with 100% employer match about $38,689 at 4% or $25,793 at 6%. |
| Cassia 403(B) Retirement Plan | - | 3,981 | $116,657,671 | $10,782,506 | $2,708iApproximate average salary by contribution assumption: employee only about $67,712 at 4% or $45,142 at 6%; with 50% employer match about $45,142 at 4% or $30,094 at 6%; with 100% employer match about $33,856 at 4% or $22,571 at 6%. |
| Cassia 401(K) Retirement Plan | - | 944 | $5,598,743 | $1,539,174 | $1,630iApproximate average salary by contribution assumption: employee only about $40,762 at 4% or $27,175 at 6%; with 50% employer match about $27,175 at 4% or $18,116 at 6%; with 100% employer match about $20,381 at 4% or $13,587 at 6%. |
| Cassia Health and Welfare Benefit Plan | - | 2,286 | - | - | - |
| 2022 | 10 | 3,636 | $101,451,597 | $10,687,372 | $2,939iApproximate average salary by contribution assumption: employee only about $73,483 at 4% or $48,989 at 6%; with 50% employer match about $48,989 at 4% or $32,659 at 6%; with 100% employer match about $36,742 at 4% or $24,494 at 6%. |
| Cassia 403(B) Retirement Plan | - | 3,636 | $97,794,522 | $9,979,939 | $2,745iApproximate average salary by contribution assumption: employee only about $68,619 at 4% or $45,746 at 6%; with 50% employer match about $45,746 at 4% or $30,497 at 6%; with 100% employer match about $34,309 at 4% or $22,873 at 6%. |
| Cassia 401(K) Retirement Plan | - | 889 | $3,657,075 | $707,433 | $796iApproximate average salary by contribution assumption: employee only about $19,894 at 4% or $13,263 at 6%; with 50% employer match about $13,263 at 4% or $8,842 at 6%; with 100% employer match about $9,947 at 4% or $6,631 at 6%. |
| Cassia Health and Welfare Benefit Plan | - | 1,617 | - | - | - |
| CASSIA LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT PLAN | - | 0 | - | - | - |
| CASSIA LONG TERM DISABILITY PLAN | - | 0 | - | - | - |
| CASSIA DENTAL PLAN | - | 0 | - | - | - |
| CASSIA HEALTH PLAN | - | 0 | - | - | - |
| CASSIA FLEXIBLE BENEFITS PLAN | - | 0 | - | - | - |
| CASSIA GROUP VISION | - | 0 | - | - | - |
| CASSIA PROXIMAL PLAN | - | 0 | - | - | - |
| 2021 | 8 | 3,535 | $118,807,287 | $10,228,276 | $2,893iApproximate average salary by contribution assumption: employee only about $72,336 at 4% or $48,224 at 6%; with 50% employer match about $48,224 at 4% or $32,149 at 6%; with 100% employer match about $36,168 at 4% or $24,112 at 6%. |
| Cassia 403(B) Retirement Plan | - | 3,535 | $114,894,283 | $9,700,054 | $2,744iApproximate average salary by contribution assumption: employee only about $68,600 at 4% or $45,733 at 6%; with 50% employer match about $45,733 at 4% or $30,489 at 6%; with 100% employer match about $34,300 at 4% or $22,867 at 6%. |
| Cassia 401(K) Retirement Plan | - | 870 | $3,913,004 | $528,222 | $607iApproximate average salary by contribution assumption: employee only about $15,179 at 4% or $10,119 at 6%; with 50% employer match about $10,119 at 4% or $6,746 at 6%; with 100% employer match about $7,589 at 4% or $5,060 at 6%. |
| CASSIA LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT PLAN | - | 3,475 | - | - | - |
| CASSIA LONG TERM DISABILITY PLAN | - | 273 | - | - | - |
| CASSIA DENTAL PLAN | - | 1,548 | - | - | - |
| CASSIA HEALTH PLAN | - | 1,609 | - | - | - |
| CASSIA FLEXIBLE BENEFITS PLAN | - | 1,128 | - | - | - |
| CASSIA GROUP VISION | - | 1,245 | - | - | - |
| 2020 | 8 | 4,678 | $101,566,541 | $8,987,308 | $1,921iApproximate average salary by contribution assumption: employee only about $48,030 at 4% or $32,020 at 6%; with 50% employer match about $32,020 at 4% or $21,347 at 6%; with 100% employer match about $24,015 at 4% or $16,010 at 6%. |
| Cassia 403(B) Retirement Plan | - | 4,678 | $98,550,056 | $8,568,957 | $1,832iApproximate average salary by contribution assumption: employee only about $45,794 at 4% or $30,529 at 6%; with 50% employer match about $30,529 at 4% or $20,353 at 6%; with 100% employer match about $22,897 at 4% or $15,265 at 6%. |
| Cassia 401(K) Retirement Plan | - | 1,022 | $3,016,485 | $418,351 | $409iApproximate average salary by contribution assumption: employee only about $10,234 at 4% or $6,822 at 6%; with 50% employer match about $6,822 at 4% or $4,548 at 6%; with 100% employer match about $5,117 at 4% or $3,411 at 6%. |
| CASSIA LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT PLAN | - | 2,394 | - | - | - |
| CASSIA LONG TERM DISABILITY PLAN | - | 295 | - | - | - |
| CASSIA DENTAL PLAN | - | 1,326 | - | - | - |
| CASSIA HEALTH PLAN | - | 1,671 | - | - | - |
| CASSIA FLEXIBLE BENEFITS PLAN | - | 1,097 | - | - | - |
| CASSIA GROUP VISION | - | 1,104 | - | - | - |