Profit Sharing · DOL Form 5500 · 2022
Circleh2 Investments Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $636,399
- Avg per participant High balance/head
Official DOL plan name: Circleh2 Investments Inc. Retirement Plan · Sponsored by Circleh2 Investments Inc. · Oklahoma · Manufacturing
$1M in assets, 2 participants
Circleh2 Investments Inc.'s Circleh2 Investments Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 28th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,706 in Manufacturing (20,602 peers)
Circleh2 Investments Inc. multi-year trail
Circleh2 Investments Inc.'s plans moved +28.8% in assets from 2022 to 2024; this filing shows Circleh2 Investments Inc. Retirement Plan at $1M / 2 participants.
- #2,706
- in Manufacturing (20,602 peers)
- +14.2%
- assets growth YoY
Circleh2 Investments Inc. Retirement Plan among the smaller filed plans by assets
Circleh2 Investments Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,272,798 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Circleh2 Investments Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Circleh2 Investments Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 851035570 · Circleh2 Investments Inc. PY 2022 · Profit Sharing
Circleh2 Investments Inc. Retirement Plan · $1M · 2 · 28th
- EIN $1M
- EIN 2
- EIN 28th
- EIN Profit Sharing
- EIN near Moon Valley Transportation Inc. Retirement Plan
- EIN ind #2706
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Oklahoma →
Circleh2 Investments Inc. Retirement Plan in the asset neighbourhood
Circleh2 Investments Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Circleh2 Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 28.771179715870076% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 3 | $2M |
Circleh2 Investments Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $158K |
| Employer EIN | 851035570 |
| Plan Effective Date | 2020-05-26 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oklahoma
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dolese Bros. Co. Profit Sharing Plan $103M · 975
- Family & Children's Services 403(b) Plan $28M · 762
- Eskridge Auto Group Profit Sharing Plan $22M · 148
- Veenker Resources, Inc. Profit Sharing Plan $18M · 9
- Midlands Management Corporation 401(k) Plan $9M · 74
Circleh2 Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oklahoma, the nearest Profit Sharing by assets is Moon Valley Transportation Inc. Retirement Plan in AZ ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.