401(k) · DOL Form 5500 · 2023

The Circle K Retirement Plan 401(k) Plan

Data updated 2026-08-25

$479M
Total assets Above avg plan size
62,049
Participants Very large workforce
97th
Percentile by assets National rank
$7,717
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Circle K Retirement Plan · Sponsored by The Circle K Retirement Plan · Arizona · Retail Trade

$479M in assets, 62,049 participants

The Circle K Retirement Plan's Circle K Retirement Plan reported $479M in total assets and 62,049 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,275 in Retail Trade (8,414 peers)

Coverage in Arizona

Circle K Retirement Plan covers 62,049 participants in Arizona, 110x the typical Arizona plan (state average ~564 per filing). Assets: $479M.

#8,275
in Retail Trade (8,414 peers)
+10.7%
assets growth YoY
4.8×
vs typical plan assets (national mean)

Circle K Retirement Plan's outsized position by total assets

Circle K Retirement Plan vs every filed plan by assets

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

$478,812,394 Top 3% higher than 97% 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 K Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Circle K Retirement Plan is a mega filing (62,049 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Circle K Retirement Plan reported net income rose from -$107M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Circle K Retirement Plan end-of-year assets rose from $432M in the plan year 2022 filing to $479M in the plan year 2023 filing.
  • Circle K Retirement Plan reported participants fell from 62,127 in the plan year 2022 filing to 62,049 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 741149540 · The Circle K Retirement Plan PY 2023 · 401(k)

Circle K Retirement Plan · $479M · 62,049 · 97th

  • TYPE $479M
  • TYPE 62,049
  • TYPE 97th
  • TYPE 401(k)
  • TYPE near Fortinet Inc. 401(k) Plan
  • TYPE ind #8275

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 Arizona →

Circle K Retirement Plan in the asset neighbourhood

Cae USA Inc Savings Investment and Employee Benefit Plan Number 1Cae USA Inc Savings Investme…$480MRepublic Airways Holdings Inc. 401(k) PlanRepublic Airways Holdings In…$479MNova Southeastern University 401(k) PlanNova Southeastern University…$479MFortinet Inc. 401(k) Plan$479MCircle K Retirement Plan$479M
End-of-year total assets ($M) among Circle K Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$432M
Net Assets (End of Year)$479M
Net Income$46M
Employer EIN741149540
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Circle K Retirement Plan)

Sponsor-wide plan assets over time

All The Circle K Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$506M 16.982769501260677% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $432M $506M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 62,127 $432M
2023 1 62,049 $479M
2024 1 68,953 $506M

Nearby 401(k) Plans in Arizona

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

Circle K Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 0246 Total assets ($B) Participants Circle K Retirement Plan, Total assets ($B): 0.478812394 · Participants: 62049Circle K Retirement PlanBechtel 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
Circle K Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Circle K Retirement Plan side-by-side with 3 peers →

Scale composition for Circle K Retirement Plan

Circle K Retirement Plan reports $479M in end-of-year assets across 62,049 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.066% of 93,925,755 covered participants) - about $7,717 per participant (6% of the national average assets-per-participant) . Net income for plan year 2023 was $46M.

This plan identity (EIN 741149540, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $432M to $506M (+17.0%) while covered participants moved from 62,127 to 68,953 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 62,127 $432M Open filing
2023 62,049 $479M This page
2024 · index core 68,953 $506M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Arizona, the nearest 401(k) by assets is Fortinet Inc. 401(k) Plan in CA ($479M); by covered participants it is Fidelity Retirement Savings Plan in MA (62,289 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($479M here).

Similar participant headcount

Nearest other-state filings by covered participants (62,049 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 K Retirement Plan assets move in 2023? ▼
Circle K Retirement Plan grew at a solid clip - up 10.7% during 2023, from $432M to $479M. Reported net income was $46M.
How have The Circle K Retirement Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Circle K Retirement Plan's sponsor-wide assets grew 17.0%, from $432M to $506M.
Where does Circle K Retirement Plan rank by assets among Form 5500 filers? ▼
Circle K Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Circle K Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fortinet Inc. 401(k) Plan in CA ($479M, 3,751 participants).
Which 401(k) plans cover a similar participant headcount to Circle K Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fidelity Retirement Savings Plan in MA (62,289 participants, $28.6B 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 741149540.

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.