401(k) · DOL Form 5500 · 2022

Circle Internet Financial, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
358
Participants Below avg headcount
80th
Percentile by assets National rank
$68,866
Avg per participant Below avg balance/head
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Official DOL plan name: Circle 401(k) Plan · Sponsored by Circle Internet Financial, LLC · Massachusetts · Finance & Insurance

$25M in assets, 358 participants

Circle Internet Financial, LLC's Circle 401(k) Plan reported $25M in total assets and 358 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,334 in Finance & Insurance (9,261 peers)

Where Circle 401(k) Plan sits by assets

Circle 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 358 participants (~$68,866/participant), up 84.0% in 2022.

#6,334
in Finance & Insurance (9,261 peers)
+84.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Circle 401(k) Plan's outsized position by total assets

Circle 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,654,179 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Circle 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Circle 401(k) Plan sits mid-pack in the medium band (358 participants).

DOL schedule card

Filing strip 463394676 · Circle Internet Financial, LLC PY 2022 · 401(k)

Circle 401(k) Plan · $25M · 358 · 80th

  • PART $25M
  • TYPE 358
  • NET 80th
  • BOOK 401(k)
  • VS-ST near Mi-T-M Corporation 401(k) Plan
  • BOY ind #6334

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Circle 401(k) Plan in the asset neighbourhood

Circle 401(k) Plan$25MMi-T-M Corporation 401(k) PlanMi-T-M Corporation 401(k) Pl…$25MMitchell Companies 401(k) PlanMitchell Companies 401(k) Pl…$25MWork & Co. 401(k) Plan$25MMotive Energy, Inc. 401(k) Ps PlanMotive Energy, Inc. 401(k) P…$25M
End-of-year total assets ($M) among Circle 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$25M
Net Income$11M
Employer EIN463394676
Plan Effective Date2014-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Circle Internet Financial, LLC)

Sponsor-wide plan assets over time

All Circle Internet Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$71M 189.2785316436617% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $24.7M $71.3M ▲ +189.3%
Year Plans Participants Total Assets
2022 1 358 $25M
2023 1 682 $47M
2024 1 650 $71M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Circle 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Circle 401(k) Plan, Total assets ($B): 0.024654179 · Participants: 358Circle 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Circle 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Circle 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mi-T-M Corporation 401(k) Plan in IA ($25M); by covered participants it is Venerable 401(k) Savings Plan in PA (358 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (358 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.

Frequently Asked Questions

How did Circle 401(k) Plan assets move in 2022?
Circle 401(k) Plan surged - up 84.0% during 2022, from $13M to $25M. Reported net income was $11M.
How have Circle Internet Financial, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Circle Internet Financial, LLC's sponsor-wide assets grew 189.3%, from $25M to $71M.
Where does Circle 401(k) Plan rank by assets among Form 5500 filers?
Circle 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Circle 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mi-T-M Corporation 401(k) Plan in IA ($25M, 352 participants).
Which 401(k) plans cover a similar participant headcount to Circle 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Venerable 401(k) Savings Plan in PA (358 participants, $46M in assets).