Plan Ledger DOL Form 5500 · updated monthly

Casey's General Stores Inc.401(k) + ESOP (KSOP)

CASEY'S GENERAL STORES 401(K) PLAN · ANKENY, IA · plan year 2024

Reported admin expense ratio · 2024
0.15%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Casey's General Stores Inc. reported $680,010 in plan administrative expenses for 2024: 0.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $440 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.15%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 16th-largest of 878 plans among Iowa employers on file, and the 112th of 5,215 in retail trade. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 29,099 to 36,804 since 2022.

Plan summary
Net assets, end of year$514,363,741
Participants with balances7,056
Active participants36,804
Employer contributions$16,199,504
Employee contributions$23,404,769
Employer contribution per active participant$440
Average account balance$72,897
Benefits paid to participants$56,843,976
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$514.4M · 7,056 accts · $16.2M emplr
2023$411.4M · 6,128 accts · $12.9M emplr
2022$345.8M · 5,763 accts · $11.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$630,161
Investment management$49,849
Total administrative$680,010
The Casey's General Stores Inc. 401(k) match · 2024
Employer contribution per active participant$440
Median for plans this size$4,294
2024$440 per active participant
2023$377 per active participant
2022$404 per active participant

Casey's General Stores Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$630,160
MMA SECURITIES LLC · Investment advisory (plan)$49,849
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$680,010 · 0.15%
2023$540,316 · 0.14%
2022$508,824 · 0.14%
Same employer
Similar plansRetail Trade · Iowa
Hy-Vee, Inc. IA$3.1B · 0.11%
Hbc US Holdings LLC NY$534.5M · 0.15%
Amerigas Propane, Inc. PA$530.0M · 0.10%
Booking Holdings Inc CT$519.2M · 0.10%
Urban Outfitters, Inc. PA$513.3M · 0.12%
Clarkson Eyecare, Inc. MO$511.8M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420935283 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.