401(k) · DOL Form 5500 · 2023

Circle the City 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
205
Participants Below avg headcount
45th
Percentile by assets National rank
$25,662
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Circle the City · Sponsored by Circle the City · Arizona · Healthcare & Social Assistance

$5M in assets, 205 participants

Circle the City's 403(b) Thrift Plan of Circle the City reported $5M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,754 in Healthcare & Social Assistance (17,684 peers)

Coverage in Arizona

403(b) Thrift Plan of Circle the City covers 205 participants in Arizona, about 36% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#8,754
in Healthcare & Social Assistance (17,684 peers)
+41.5%
assets growth YoY

403(b) Thrift Plan of Circle the City's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Circle the City vs every filed plan by assets

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

$5,260,718 45th percentile higher than 45% 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

403(b) Thrift Plan of Circle the City 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. 403(b) Thrift Plan of Circle the City sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Circle the City reported net income rose from $476K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Circle the City reported participants rose from 140 in the plan year 2022 filing to 205 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Circle the City end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 262420730 · Circle the City PY 2023 · 401(k)

403(b) Thrift Plan of Circle the City · $5M · 205 · 45th

  • RANK $5M
  • RANK 205
  • RANK 45th
  • RANK 401(k)
  • RANK near Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan
  • RANK ind #8754

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 Arizona →

403(b) Thrift Plan of Circle the City in the asset neighbourhood

403(b) Thrift Plan of Circle the City403(b) Thrift Plan of Circle…$5MKirk Fishbaugh Dentistry, Ltd. 401(k) PlanKirk Fishbaugh Dentistry, Lt…$5MJg Media, Inc. 401(k) Plan$5MMagic Coil Products 401(k) PlanMagic Coil Products 401(k) P…$5MGeneral Machinery Co., Inc. 401(k) PlanGeneral Machinery Co., Inc. …$5M
End-of-year total assets ($M) among 403(b) Thrift Plan of Circle the City and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN262420730
Plan Effective Date2016-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Circle the City)

Sponsor-wide plan assets over time

All Circle the City plans reported in each filing year

Latest sponsor-wide plan assets
$7M 82.55264841388936% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.72M $6.79M ▲ +82.5%
Year Plans Participants Total Assets
2022 1 140 $4M
2023 1 205 $5M
2024 1 255 $7M

Nearby 401(k) Plans in Arizona

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

403(b) Thrift Plan of Circle the City vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants 403(b) Thrift Plan of Circle the City, Total assets ($B): 0.005260718 · Participants: 205403(b) Thrift Plan of Circle the CityBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
403(b) Thrift Plan of Circle the City vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare 403(b) Thrift Plan of Circle the City side-by-side with 3 peers →

403(b) Thrift Plan of Circle the City's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan in WI ($5M); by covered participants it is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (205 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 403(b) Thrift Plan of Circle the City assets move in 2023? ▼
403(b) Thrift Plan of Circle the City surged - up 41.5% during 2023, from $4M to $5M. Reported net income was $2M.
How have Circle the City plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Circle the City's sponsor-wide assets grew 82.6%, from $4M to $7M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Circle the City? ▼
Among 401(k) plans in other states, the closest by assets is Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan in WI ($5M, 5 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Circle the City? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants, $1M 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 262420730.

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.