Cassia 401(k) and retirement plans

Cassia, Edina, MN. EIN 83-1758728. Annual reports 2020–2024.

Cassia has 2 active retirement plans on file. The largest is the Cassia 403(b) Retirement Plan, with 5,755 participants and $128 million in assets in 2024. Transamerica has been its recordkeeper since 2020. No traditional pension plan appears in Cassia's filings since 2020.

Active plans: 2
Participants: 6,700
Plan assets: $135 million
401(k) recordkeeper: Transamerica
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Cassia 403(b) Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 83-1758728
Participants (2024): 5,755
Net assets (2024): $128 million
Recordkeeper: Transamerica2020–2024
Plan administrator: Cassia
7171 Ohms Lane
Edina, MN 55439
(952) 855-5130As filed for 2024
In effect since: January 1, 2020

Plans merged into this one: Augustana Care Tax Deferred Annuity Plan (2019).

Year by year, 2020 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,755	$128 million	Transamerica
2023	4,887	$117 million	Transamerica
2022	4,505	$97.8 million	Transamerica
2021	4,294	$115 million	Transamerica
2020	5,320	$98.6 million	Transamerica

Cassia 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 83-1758728
Participants (2024): 945
Net assets (2024): $7.0 million
Recordkeeper: Transamerica2020–2024
Plan administrator: Cassia
7171 Ohms Lane
Edina, MN 55439
(952) 855-5130As filed for 2024
In effect since: January 1, 2020

Plans merged into this one: Augustana 401(k) Plan (2019).

Year by year, 2020 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	945	$7.0 million	Transamerica
2023	1,019	$5.6 million	Transamerica
2022	948	$3.7 million	Transamerica
2021	923	$3.9 million	Transamerica
2020	1,058	$3.0 million	Transamerica

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Cassia 403(b) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((952) 855-5130). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Cassia 403(b) Retirement Plan

Cassia 401(k) Retirement Plan

If you had money in one of these plans

What these numbers are

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