401(k) · DOL Form 5500 · 2023

Circle Automotive Group, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
151
Participants Small participant base
46th
Percentile by assets National rank
$36,241
Avg per participant Low balance/head
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Official DOL plan name: Circle Automotive Group, Inc. 401(k) Plan · Sponsored by Circle Automotive Group, Inc. · California · Retail Trade

$5M in assets, 151 participants

Circle Automotive Group, Inc.'s Circle Automotive Group, Inc. 401(k) Plan reported $5M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #4,760 in Retail Trade (8,414 peers)

Coverage in California

Circle Automotive Group, Inc. 401(k) Plan covers 151 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $5M.

#4,760
in Retail Trade (8,414 peers)
-20.0%
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.

Circle Automotive Group, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Circle Automotive Group, Inc. 401(k) Plan vs every filed plan by assets

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

$5,472,346 46th percentile higher than 46% 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 Automotive Group, Inc. 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 Automotive Group, Inc. 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Circle Automotive Group, Inc. 401(k) Plan reported net income fell from -$890K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Circle Automotive Group, Inc. 401(k) Plan end-of-year assets fell from $7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Circle Automotive Group, Inc. 401(k) Plan reported participants fell from 178 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954716497 · Circle Automotive Group, Inc. PY 2023 · 401(k)

Circle Automotive Group, Inc. 401(k) Plan · $5M · 151 · 46th

  • 5500 $5M
  • ASSETS 151
  • PCT 46th
  • EIN 401(k)
  • RANK near Rock House 401(k) Savings Plan
  • PHOTO ind #4760

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 Retail Trade retirement plans → · Plans in California →

Circle Automotive Group, Inc. 401(k) Plan in the asset neighbourhood

Circle Automotive Group, Inc. 401(k) PlanCircle Automotive Group, Inc…$5MRock House 401(k) Savings PlanRock House 401(k) Savings Pl…$5MS & L Travel Partners Retirement PlanS & L Travel Partners Retire…$5MFridley Motor Company 401(k) PlanFridley Motor Company 401(k)…$5MProduct Value Management, Inc. 401(k) PlanProduct Value Management, In…$5M
End-of-year total assets ($M) among Circle Automotive Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN954716497
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Circle Automotive Group, Inc.)

Sponsor-wide plan assets over time

All Circle Automotive Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.229084716492373% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $6.84M $5.32M ▼ -22.2%
Year Plans Participants Total Assets
2022 1 178 $7M
2023 1 151 $5M
2024 1 159 $5M

Nearby 401(k) Plans in California

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

Circle Automotive Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Circle Automotive Group, Inc. 401(k) Plan, Total assets ($B): 0.005472346 · Participants: 151Circle Automotive Group, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Circle Automotive Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Circle Automotive Group, Inc. 401(k) Plan side-by-side with 3 peers →

Circle Automotive Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rock House 401(k) Savings Plan in TX ($5M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 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 (151 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 Automotive Group, Inc. 401(k) Plan assets move in 2023? ▼
Circle Automotive Group, Inc. 401(k) Plan declined sharply - down 20.0% during 2023, from $7M to $5M. Reported net income was -$1M.
How have Circle Automotive Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Circle Automotive Group, Inc.'s sponsor-wide assets declined 22.2%, from $7M to $5M.
Which 401(k) plans are similar in size to Circle Automotive Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rock House 401(k) Savings Plan in TX ($5M, 288 participants).
Which 401(k) plans cover a similar participant headcount to Circle Automotive Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 954716497.

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.