401(k) · DOL Form 5500 · 2023

Circle Internet Financial, LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
682
Participants Below avg headcount
85th
Percentile by assets National rank
$69,564
Avg per participant Below avg balance/head
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Official DOL plan name: Circle 401(k) Plan · Sponsored by Circle Internet Financial, LLC · Massachusetts · Finance & Insurance

$47M in assets, 682 participants

Circle Internet Financial, LLC's Circle 401(k) Plan reported $47M in total assets and 682 participants in its 2023 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.

  • #6,832 in Finance & Insurance (8,869 peers)

Where Circle 401(k) Plan sits by assets

Circle 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 682 participants (~$69,564/participant), up 92.4% in 2023.

#6,832
in Finance & Insurance (8,869 peers)
+92.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Circle 401(k) Plan's outsized position by total assets

Circle 401(k) Plan vs every filed plan by assets

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

$47,442,530 Top 15% higher than 85% 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 401(k) 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 401(k) Plan sits mid-pack in the medium band (682 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Circle 401(k) Plan reported net income rose from $11M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Circle 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Circle 401(k) Plan reported participants rose from 358 in the plan year 2022 filing to 682 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 463394676 · Circle Internet Financial, LLC PY 2023 · 401(k)

Circle 401(k) Plan · $47M · 682 · 85th

  • NET $47M
  • BOOK 682
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Diagnostic Pathology Medical Group, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #6832

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Circle 401(k) Plan in the asset neighbourhood

Simventions Retirement Plan$47MEbenezer Society 401(k) Profit-Sharing PlanEbenezer Society 401(k) Prof…$47MCircle 401(k) Plan$47MDiagnostic Pathology Medical Group, Inc. 401(k) Profit Sharing PlanDiagnostic Pathology Medical…$47MCentury Fence Company Retirement PlanCentury Fence Company Retire…$47M
End-of-year total assets ($M) among Circle 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$47M
Net Income$23M
Employer EIN463394676
Plan Effective Date2014-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Circle Internet Financial, LLC)

Sponsor-wide plan assets over time

All Circle Internet Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$71M 189.2785316436617% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $24.7M $71.3M ▲ +189.3%
Year Plans Participants Total Assets
2022 1 358 $25M
2023 1 682 $47M
2024 1 650 $71M

Nearby 401(k) Plans in Massachusetts

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

Circle 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Circle 401(k) Plan, Total assets ($B): 0.04744253 · Participants: 682Circle 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Circle 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Circle 401(k) Plan side-by-side with 3 peers →

Circle 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Diagnostic Pathology Medical Group, Inc. 401(k) Profit Sharing Plan in CA ($47M); by covered participants it is Titan Medical Group, LLC 401(k) Plan in NE (682 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (682 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 401(k) Plan assets move in 2023? ▼
Circle 401(k) Plan surged - up 92.4% during 2023, from $25M to $47M. Reported net income was $23M.
How have Circle Internet Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Circle Internet Financial, LLC's sponsor-wide assets grew 189.3%, from $25M to $71M.
Where does Circle 401(k) Plan rank by assets among Form 5500 filers? ▼
Circle 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Circle 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diagnostic Pathology Medical Group, Inc. 401(k) Profit Sharing Plan in CA ($47M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Circle 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Titan Medical Group, LLC 401(k) Plan in NE (682 participants, $7M 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 463394676.

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.