Defined Benefit (Pension) · DOL Form 5500 · 2022

Circle Health, Inc. Pension Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
358
Participants Below avg headcount
89th
Percentile by assets National rank
$167,406
Avg per participant Above avg balance/head
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Official DOL plan name: Pension Plan of Circle Health, Inc. · Sponsored by Circle Health, Inc. · Massachusetts · Healthcare & Social Assistance

$60M in assets, 358 participants

Circle Health, Inc.'s Pension Plan of Circle Health, Inc. reported $60M in total assets and 358 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,254 in Healthcare & Social Assistance (20,060 peers)

Where Pension Plan of Circle Health, Inc. sits by assets

Pension Plan of Circle Health, Inc. sits in the top quartile of all filed plans by assets, $60M for 358 participants (~$167,406/participant), down 20.1% in 2022.

#18,254
in Healthcare & Social Assistance (20,060 peers)
-20.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan of Circle Health, Inc.'s outsized position by total assets

Pension Plan of Circle Health, Inc. vs every filed plan by assets

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

$59,931,484 Top 11% higher than 89% 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

Pension Plan of Circle Health, Inc. 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. Pension Plan of Circle Health, Inc. sits mid-pack in the medium band (358 participants).

Published 5500 schedule card

Filing strip 222579798 · Circle Health, Inc. PY 2022 · Defined Benefit (Pension)

Pension Plan of Circle Health, Inc. · $60M · 358 · 89th

  • IND $60M
  • IND 358
  • IND 89th
  • IND Defined Benefit (Pension)
  • IND near Agfa Corporation Pension Plan
  • IND ind #18254

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Pension Plan of Circle Health, Inc. in the asset neighbourhood

Bridge, Structural & Ornamental Ironworkers Local 207 Pension FundBridge, Structural & Ornamen…$60MRetirement Plan for Employees of King KullenRetirement Plan for Employee…$60MUfcw Heartland Pension Fund$60MPension Plan of Circle Health, Inc.Pension Plan of Circle Healt…$60MAgfa Corporation Pension Plan$60M
End-of-year total assets ($M) among Pension Plan of Circle Health, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$60M
Net Income-$15M
Employer EIN222579798
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan of Circle Health, Inc. vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Pension Plan of Circle Health, Inc., Total assets ($B): 0.059931484 · Participants: 358Pension Plan of Circle Health, Inc.Consolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Pension Plan of Circle Health, Inc. vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Pension Plan of Circle Health, Inc. side-by-side with 3 peers →

Pension Plan of Circle Health, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Agfa Corporation Pension Plan in NJ ($60M); by covered participants it is Roofers Local 221 Pension Trust Fund in HI (358 participants). Same-state nearby plans are listed separately above.

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 Pension Plan of Circle Health, Inc. assets move in 2022? ▼
Pension Plan of Circle Health, Inc. declined sharply - down 20.1% during 2022, from $75M to $60M. Reported net income was -$15M.
Where does Pension Plan of Circle Health, Inc. rank by assets among Form 5500 filers? ▼
Pension Plan of Circle Health, Inc. ranks in the 89th 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 Defined Benefit (Pension) plans are similar in size to Pension Plan of Circle Health, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Agfa Corporation Pension Plan in NJ ($60M, 176 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Circle Health, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Roofers Local 221 Pension Trust Fund in HI (358 participants, $34M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222579798.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.