401(k) · DOL Form 5500 · 2023

Circle Y Saddles, Inc. 401(k) Plan

Data updated 2026-08-25

$702K
Total assets Small plan by assets
168
Participants Small participant base
21st
Percentile by assets National rank
$4,177
Avg per participant Low balance/head
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Official DOL plan name: Circle Y Saddles, Inc. 401(k) Profit Sharing Plan · Sponsored by Circle Y Saddles, Inc. · Texas · Manufacturing

$702K in assets, 168 participants

Circle Y Saddles, Inc.'s Circle Y Saddles, Inc. 401(k) Profit Sharing Plan reported $702K in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,635 in Manufacturing (18,722 peers)

Coverage in Texas

Circle Y Saddles, Inc. 401(k) Profit Sharing Plan covers 168 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $702K.

#1,635
in Manufacturing (18,722 peers)
-78.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Circle Y Saddles, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Circle Y Saddles, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$701,811 21st percentile higher than 21% of 127,068 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 2023

Circle Y Saddles, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Circle Y Saddles, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Circle Y Saddles, Inc. 401(k) Profit Sharing Plan reported net income fell from -$263K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Circle Y Saddles, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $702K in the plan year 2023 filing.
  • Circle Y Saddles, Inc. 401(k) Profit Sharing Plan reported participants rose from 129 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 412102007 · Circle Y Saddles, Inc. PY 2023 · 401(k)

Circle Y Saddles, Inc. 401(k) Profit Sharing Plan · $702K · 168 · 21st

  • 5500 $702K
  • ASSETS 168
  • PCT 21st
  • EIN 401(k)
  • RANK near Merola Opera Program 401(k) Plan
  • PHOTO ind #1635

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 Texas →

Circle Y Saddles, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Circle Y Saddles, Inc. 401(k) Profit Sharing PlanCircle Y Saddles, Inc. 401(k…$702KMerola Opera Program 401(k) PlanMerola Opera Program 401(k) …$702KWoodbridge Construction and Carpentry, Inc 401(k) PlanWoodbridge Construction and …$702KRedwood Forest Products Inc Profit Sharing/401(k) PlanRedwood Forest Products Inc …$702KGreen Energy Concepts, Inc. 401(k) PlanGreen Energy Concepts, Inc. …$702K
End-of-year total assets ($M) among Circle Y Saddles, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$702K
Net Income-$2M
Employer EIN412102007
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Circle Y Saddles, Inc.)

Sponsor-wide plan assets over time

All Circle Y Saddles, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$702K 77.9738590399289% vs 2022
2023 filing year
$0M$1M$2M$3M$4M 20222023 $3.19M $0.7M ▼ -78.1%
Year Plans Participants Total Assets
2022 1 129 $3M
2023 2 168 $702K

Nearby 401(k) Plans in Texas

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

Circle Y Saddles, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Circle Y Saddles, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000701811 · Participants: 168Circle Y Saddles, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Circle Y Saddles, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Circle Y Saddles, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Circle Y Saddles, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Merola Opera Program 401(k) Plan in CA ($702K); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Circle Y Saddles, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Circle Y Saddles, Inc. 401(k) Profit Sharing Plan contracted severely - down 78.0% during 2023, from $3M to $702K. Reported net income was -$2M.
How have Circle Y Saddles, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Circle Y Saddles, Inc.'s sponsor-wide assets declined 78.0%, from $3M to $702K.
Where does Circle Y Saddles, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Circle Y Saddles, Inc. 401(k) Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Circle Y Saddles, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merola Opera Program 401(k) Plan in CA ($702K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Circle Y Saddles, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 412102007.

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.