Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Casey’s General Stores
Casey’s General Stores 401(k)
- CASY Nasdaq
- Retail trade
- Ankeny, IA
- EIN 42-0935283
- 1 plan with Schedule H financials
- Plan year 2024
- Casey’s General Stores, Inc.
- filed as Casey's General Stores Inc.
- SEC registrant Caseys General Stores Inc
Administrative expenses excluding investment management, per participant · Casey's General Stores 401(k) Plan · plan year 2024
$89.31
Higher than 69% of the 2,324 plans $250M to 1B that report it.
Source
= $630,161 / 7,056
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015114729NAL0009049682001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015114729NAL0009049682001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Cost and contributions
Administrative expenses per participant
$96.37
Higher than 56% of the 2,405 plans $250M to 1B that report it.
Source
= $680,010 / 7,056
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015114729NAL0009049682001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015114729NAL0009049682001, received 2025-10-15
Administrative expenses as a share of assets
0.132%
Higher than 79% of the 2,407 plans $250M to 1B that report it.
Source
= $680,010 / $514,363,741
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015114729NAL0009049682001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015114729NAL0009049682001, received 2025-10-15
Employer contributions per participant
$2,296
Higher than 33% of the 2,457 plans $250M to 1B that report it.
Source
= $16,199,504 / 7,056
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015114729NAL0009049682001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015114729NAL0009049682001, received 2025-10-15
Employer share of total contributions
35.0%
Higher than 63% of the 2,459 plans $250M to 1B that report it.
Source
= $16,199,504 / $46,259,095
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015114729NAL0009049682001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015114729NAL0009049682001, received 2025-10-15
Plan terms, as stated in Casey’s General Stores, Inc.'s SEC filings
Plan terms are described in Casey’s General Stores, Inc.'s SEC filings: Form 10-K filed 2026-06-22. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2H partially participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2T default investment (QDIA) · 3H controlled-group sponsor · 3I · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015114729NAL0009049682001, received 2025-10-15
Full record, Casey's General Stores 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CASEY'S GENERAL STORES INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Plan name | CASEY'S GENERAL STORES 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Sponsor EIN / plan number | 42-0935283 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Sponsor location | ANKENY, IA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Industry (business code) | 447100, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Participants, beginning of year | 38,041 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Active participants | 36,804 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Participants, end of year | 38,025 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Participants with an account balance | 7,056 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Total assets, beginning of year | $411,410,367 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Total assets, end of year | $514,363,741 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Net assets, end of year | $514,363,741 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Total income | $160,487,867 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Net income | $102,953,374 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Employer contributions | $16,199,504 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Participant contributions | $23,404,769 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $6,654,822 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Total contributions | $46,259,095 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Benefit payments | $56,843,976 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $57,534,493 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Total administrative expenses | $680,010 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Contract administrator fees | $630,161 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Investment advisory and management fees | $49,849 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Administrative expenses excluding investment management | $630,161 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Held in common/collective trusts | $155,837,211 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Held in mutual funds | $36,849,274 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015114729NAL0009049682001, received 2025-10-15 |
| Independent auditor | UHY LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015114729NAL0009049682001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015114729NAL0009049682001, received 2025-10-15.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $630,160 | yes |
| MMA SECURITIES LLC | INVESTMENT ADVISORY | 27 Investment advisory (plan); 50 Direct payment from the plan | $49,849 | yes |
| WILSHIRE ADVISORS LLC | INVESTMENT ADVISORY | 27 Investment advisory (plan); 72 Other investment fees and expenses | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015114729NAL0009049682001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $411,410,367 | $514,363,741 | 25.0% |
| Participants with a balance | 6,128 | 7,056 | 15.1% |
| Administrative expenses | $540,316 | $680,010 | 25.9% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $12,940,454 | $16,199,504 | 25.2% |
Prior filing 20241014094159NAL0026931041001, received 2024-10-14; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: CASEY'S GENERAL STORES INC.; SEC registrant: CASEYS GENERAL STORES INC (CIK 726958, matched by EIN; display name from the Form 10-K cover).