Money Purchase · DOL Form 5500 · 2022

Circles of Care, Inc. Money Purchase Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
340
Participants Below avg headcount
85th
Percentile by assets National rank
$109,487
Avg per participant Below avg balance/head
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Official DOL plan name: Money Accumulation Pension Plan for Employees of Circles of Care, Inc. · Sponsored by Circles of Care, Inc. · Florida · Healthcare & Social Assistance

$37M in assets, 340 participants

Circles of Care, Inc.'s Money Accumulation Pension Plan for Employees of Circles of Care, Inc. reported $37M in total assets and 340 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,559 in Healthcare & Social Assistance (20,060 peers)

Where Money Accumulation Pension Plan for Employees of Circles of Care, Inc. sits by assets

Money Accumulation Pension Plan for Employees of Circles of Care, Inc. sits in the top quartile of all filed plans by assets, $37M for 340 participants (~$109,487/participant), up 14.5% in 2022.

#17,559
in Healthcare & Social Assistance (20,060 peers)
+14.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Money Accumulation Pension Plan for Employees of Circles of Care, Inc.'s outsized position by total assets

Money Accumulation Pension Plan for Employees of Circles of Care, Inc. vs every filed plan by assets

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

$37,225,663 Top 15% higher than 85% 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

Money Accumulation Pension Plan for Employees of Circles of Care, 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. Money Accumulation Pension Plan for Employees of Circles of Care, Inc. sits mid-pack in the medium band (340 participants).

Published 5500 schedule card

Filing strip 591101553 · Circles of Care, Inc. PY 2022 · Money Purchase

Money Accumulation Pension Plan for Employees of Circles of Care, Inc. · $37M · 340 · 85th

  • PCT $37M
  • PCT 340
  • PCT 85th
  • PCT Money Purchase
  • PCT near The Flying Tiger Line Variable Annuity Pension Plan for Pilots
  • PCT ind #17559

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 Florida →

Money Accumulation Pension Plan for Employees of Circles of Care, Inc. in the asset neighbourhood

The Flying Tiger Line Variable Annuity Pension Plan for PilotsThe Flying Tiger Line Variab…$37MMoney Accumulation Pension Plan for Employees of Circles of Care, Inc.Money Accumulation Pension P…$37MCement Masons' Local 502 and Plasterers' Area 5 anCement Masons' Local 502 and…$37MMoney Accumulation Pension Plan for Employees of Eastern Los AngelesMoney Accumulation Pension P…$37MRoofers Union Local No. 70 Pension PlanRoofers Union Local No. 70 P…$37M
End-of-year total assets ($M) among Money Accumulation Pension Plan for Employees of Circles of Care, Inc. and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN591101553
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Circles of Care, Inc.)

Sponsor-wide plan assets over time

All Circles of Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 9.214186460560823% vs 2022
2024 filing year
$36M$38M$40M$42M 202220232024 $37.2M $40.7M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 340 $37M
2023 1 325 $37M
2024 1 352 $41M

Nearby Money Purchase Plans in Florida

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Money Accumulation Pension Plan for Employees of Circles of Care, Inc. vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0100200300400 Total assets ($M) Participants Money Accumulation Pension Plan for Employees of Circles of Care, Inc., Total assets ($M): 37.225663 · Participants: 340Money Accumulation Pension Plan for Employees of Circles of Care, Inc.Elliott Money Purchase Pension Plan, Total assets ($M): 338.33099 · Participants: 392Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 160.403888 · Participants: 13122Southern States Savings & Retirement Plan TrustNECA-IBEW 177 Pension Fund, Total assets ($M): 115.387897 · Participants: 1358NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 87.079585 · Participants: 443Lifelink Foundation, Inc. Retirement PlanI.B.E.W. Local Union No. 728 Annuity Fund, Total assets ($M): 77.502515 · Participants: 1699I.B.E.W. Local Union No. 728 Annuity Fund
Money Accumulation Pension Plan for Employees of Circles of Care, Inc. vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Money Accumulation Pension Plan for Employees of Circles of Care, Inc. side-by-side with 3 peers →

Money Accumulation Pension Plan for Employees of Circles of Care, Inc.'s out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is The Flying Tiger Line Variable Annuity Pension Plan for Pilots in TN ($37M); by covered participants it is Au Medical Associates Employees' Money Purchase Pension Plan in GA (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Money Accumulation Pension Plan for Employees of Circles of Care, Inc. assets move in 2022? ▼
Money Accumulation Pension Plan for Employees of Circles of Care, Inc. grew at a solid clip - up 14.5% during 2022, from $33M to $37M. Reported net income was $5M.
How have Circles of Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Circles of Care, Inc.'s sponsor-wide assets grew 9.2%, from $37M to $41M.
Where does Money Accumulation Pension Plan for Employees of Circles of Care, Inc. rank by assets among Form 5500 filers? ▼
Money Accumulation Pension Plan for Employees of Circles of Care, Inc. ranks in the 85th 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 Money Purchase plans are similar in size to Money Accumulation Pension Plan for Employees of Circles of Care, Inc.? ▼
Among Money Purchase plans in other states, the closest by assets is The Flying Tiger Line Variable Annuity Pension Plan for Pilots in TN ($37M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Money Accumulation Pension Plan for Employees of Circles of Care, Inc.? ▼
Among Money Purchase plans in other states, the closest by covered participants is Au Medical Associates Employees' Money Purchase Pension Plan in GA (340 participants, $20M 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 591101553.

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.