401(k) · DOL Form 5500 · 2023
The Circle K Retirement Plan 401(k) Plan
Data updated 2026-08-11
- $479M
- Total assets
- 62,049
- Participants
- 97th
- Percentile by assets
- $7,717
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $479M
- total plan assets (2023 EOY)
- 62,049
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $7,717
- avg assets per participant
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.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Circle K Retirement Plan reports 62,049 participants - 110x that state average ($479M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $432M |
|---|---|
| Net Assets (End of Year) | $479M |
| Net Income | $46M |
| Employer EIN | 741149540 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Circle K Retirement Plan)
| 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
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
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 (401(k), $506M, 68,953 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Circle K Retirement Plan by total assets, not by location.
- Fortinet Inc. 401(k) Plan (CA) $479M · 3,751
- Nova Southeastern University 401(k) Plan (FL) $479M · 5,127
- Republic Airways Holdings Inc. 401(k) Plan (IN) $479M · 6,016
- Cae USA Inc Savings Investment and Employee Benefit Plan Number 1 (FL) $480M · 4,301
Frequently Asked Questions
How did Circle K Retirement Plan assets move in 2023? ▼
How have The Circle K Retirement Plan plan assets changed over time? ▼
Where does Circle K Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Circle K Retirement Plan? ▼
Next read for Circle K Retirement Plan
Filing takeaways
Ways to act on Circle K Retirement Plan's numbers.
- By total assets, Circle K Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- The Circle K Retirement Plan's sponsor-wide assets have grown 17.0% since 2022 across 3 plan years on file. More Retail Trade plans