Money Purchase · DOL Form 5500 · 2022

Circles of Care, Inc. Money Purchase Plan

Data updated 2026-08-11

$37M
Total assets
340
Participants
85th
Percentile by assets
$109,487
Avg per participant
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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.

  • 85th percentile by assets (of 139,126 plans)
  • #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.

$37M
total plan assets (2022 EOY)
340
covered participants
85th
percentile by assets (of 139,126 plans)
$109,487
avg assets per participant

Where Money Accumulation Pension Plan for Employees of Circles of Care, Inc. sits 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 $2,010,000,000 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

State
Florida
Industry
Healthcare & Social Assistance

Money Accumulation Pension Plan for Employees of Circles of Care, Inc. vs the 2022 asset distribution

By assets, Money Accumulation Pension Plan for Employees of Circles of Care, Inc. outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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.)

$36M$38M$40M$42M 202220232024 $37.2M $40.7M ▲ +9.2%
Total plan assets by year, all Circles of Care, Inc. plans on file
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 ($M) Participants Money Accumulation P…, Total assets ($M): 37.225663 · Participants: 340Money Accumulation P…Elliott Money Purcha…, Total assets ($M): 338.33099 · Participants: 392Elliott Money Purcha…Southern States Savi…, Total assets ($M): 160.403888 · Participants: 13122Southern States Savi…NECA-IBEW 177 Pensio…, Total assets ($M): 115.387897 · Participants: 1358NECA-IBEW 177 Pensio…Lifelink Foundation,…, Total assets ($M): 87.079585 · Participants: 443Lifelink Foundation,…I.B.E.W. Local Union…, Total assets ($M): 77.502515 · Participants: 1699I.B.E.W. Local Union…
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 Empl… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Money Accumulation Pension Plan for Employees of Circles of Care, Inc. by total assets, not by location.

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).

Next read for Money Accumulation Pension Plan for Empl…

Scale reading

Ways to act on Money Accumulation Pension Plan for Employees of Circles of Care, Inc.'s numbers.

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.