My Plan Facts

Employers › Illinois

Employer · plans filed under one EIN

Cassens Transport Company

Edwardsville, IL · Transportation and warehousing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$93.8Mnet assets across plans
1,886participant records1,724 active
$1.9Memployer contributions, latest plan years$1,089 per active record
$240KSchedule C compensation to organisations$127.42 per participant record

Cassens Transport Company, based in Edwardsville, Illinois, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 1,886 participant records and $93.8M in net assets.

The largest is Cassens Transport Company Et Al Union 401(k) Plan, a 401(k) plan with 1,652 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.9M and participant contributions $2.4M in the latest plan years; benefits paid were $7.0M. Schedule C compensation reported to service provider organisations totalled $240K.

Combined net assets moved from $52.2M in 2009 to $93.8M in 2024 (up 80%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Cassens Transport Company Et Al Union 401(k) Plan401(k) plan20241,652$32.4M$19,585—$103K
Cassens Retirement Plan401(k) plan2024234$61.5M$262,735$10,374$138K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $52.2M2010: $55.0M2011: $52.2M2012: $58.0M2013: $67.3M2014: $64.0M2015: $63.1M2016: $68.3M2017: $77.8M2018: $70.3M2019: $79.4M2020: $86.0M2021: $94.4M2022: $77.0M2023: $87.0M2024: $93.8M$52.2M$94.4M$93.8M20092012201620202024
Combined net assets
2009: 1,6732010: 1,7242011: 1,6622012: 1,7652013: 2,0112014: 2,2602015: 2,2002016: 2,1192017: 2,1902018: 1,7182019: 1,6382020: 1,4742021: 1,3832022: 1,4412023: 1,5242024: 1,8861,6732,2601,88620092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,886$93.8M$1.9M$2.4M
202321,524$87.0M$1.9M$2.3M
202221,441$77.0M$1.8M$2.2M
202121,383$94.4M$1.8M$2.1M
202021,474$86.0M$1.7M$2.0M
201921,638$79.4M$1.8M$2.3M
201821,718$70.3M$2.0M$2.5M
201722,190$77.8M$2.0M$2.5M
201622,119$68.3M$2.0M$2.3M
201522,200$63.1M$1.9M$2.2M
201422,260$64.0M$1.8M$2.1M
201322,011$67.3M$1.7M$2.0M
201221,765$58.0M$1.5M$1.9M
201121,662$52.2M$1.3M$1.8M
201021,724$55.0M$1.2M$1.6M
200921,673$52.2M$1.2M$1.4M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Epic Retirement ServicesPlan Administrator; Recordkeeping and information management2$130,853
Busey Wealth ManagementAccounting (including auditing); Trustee (discretionary); Investment advisory (plan); Investment management1$103,878
NBT Bancorp, Inc.Trustee (bank, trust company, or similar financial institution)1$5,576

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Epic Retirement Services$131K
Busey Wealth Management$104K
NBT Bancorp, Inc.$5,576

Questions and answers

How many retirement plans does Cassens Transport Company have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Cassens Transport Company Et Al Union 401(k) Plan and Cassens Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Cassens Transport Company contribute to its plans?

$1,877,684 in employer contributions across these plans in their latest plan years, about $1,089 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Epic Retirement Services, Busey Wealth Management and NBT Bancorp, Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.