401(k) · DOL Form 5500 · 2023
Circulo Health Services Inc 401(k) Plan
Data updated 2026-08-25
- $471K
- Total assets Small plan by assets
- 322
- Participants Below avg headcount
- 17th
- Percentile by assets National rank
- $1,463
- Avg per participant Low balance/head
Official DOL plan name: Circulo Health Services Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Circulo Health Services Inc · Ohio · Professional & Technical Services
$471K in assets, 322 participants
Circulo Health Services Inc's Circulo Health Services Inc 401(k) Profit Sharing Plan & Trust reported $471K in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #2,653 in Professional & Technical Services (20,321 peers)
Coverage in Ohio
Circulo Health Services Inc 401(k) Profit Sharing Plan & Trust covers 322 participants in Ohio, about 42% of the average Ohio filer (state average ~765 per filing). Assets: $471K.
- #2,653
- in Professional & Technical Services (20,321 peers)
- +66.0%
- assets growth YoY
Circulo Health Services Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Circulo Health Services Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$471,083 17th percentile higher than 17% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Circulo Health Services Inc 401(k) Profit Sharing Plan & Trust 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. Circulo Health Services Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (322 participants).
DOL schedule card
Filing strip 871394524 · Circulo Health Services Inc PY 2023 · 401(k)
Circulo Health Services Inc 401(k) Profit Sharing Plan & Trust · $471K · 322 · 17th
- PHOTO $471K
- PHOTO 322
- PHOTO 17th
- PHOTO 401(k)
- PHOTO near Rennasentient, Inc. 401(k) Plan
- PHOTO ind #2653
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 Professional & Technical Services retirement plans → · Plans in Ohio →
Circulo Health Services Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $284K |
|---|---|
| Net Assets (End of Year) | $471K |
| Net Income | $187K |
| Employer EIN | 871394524 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Circulo Health Services Inc)
Sponsor-wide plan assets over time
All Circulo Health Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $479K 1.7270841868630367% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 322 | $471K |
| 2024 | 1 | 231 | $479K |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Circulo Health Services Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Rennasentient, Inc. 401(k) Plan in NC ($471K); by covered participants it is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($471K here).
- Rennasentient, Inc. 401(k) Plan (NC) $471K · 7
- Barreto Holding Company 1081. 01(D) Plan (PR) $471K · 301
- Mikenna, Inc. 401(k) Plan (WA) $471K · 1
- Ports C & G Inc 401(k) Profit Sharing Plan & Trust (NY) $471K · 17
Similar participant headcount
Nearest other-state filings by covered participants (322 participants); asset peers above are excluded.
- The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan (WA) 322 · 0 off
- Dierbergs Markets, Inc. 401(k) Plan (MO) 322 · 0 off
- Safe Federal Credit Union 401(k) Plan (SC) 322 · 0 off
- Pmg Retirement Savings Plan (TX) 322 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.