Circulo Inc 401(k) Profit Sharing Plan & Trust
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Circulo Inc · Ohio · Professional & Technical Services
What the 2023 filing shows
Circulo Inc 401(k) Profit Sharing Plan & Trust holds $1M for 25 participants - about $51,074 per participant, down 48.4% over the 2023 plan year.
- $1M
- total plan assets (2023 EOY)
- 25
- covered participants
- $51,074
- avg assets per participant
- -48.4%
- assets change YoY
The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Circulo Inc 401(k) Profit Sharing Plan & Trust
Circulo Inc 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Circulo Inc, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 25 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 853942255, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $2M at the beginning of 2023 to $1M at year-end — a decline of 48.4%. Net assets (after liabilities) closed the year at $1M, with reported net income of $-1,199,497 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $2M |
| Total Assets (End of Year) | $1M |
| Net Assets (End of Year) | $1M |
| Net Income | $-1,199,497 |
| Plan Type | 401(k) |
| Employer EIN | 853942255 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- GE Retirement Savings Plan $19.5B · 59,766
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Marathon Petroleum Thrift Plan $7.5B · 17,818
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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 853942255.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.