401(k) · DOL Form 5500 · 2023

Circle Equity, Inc. 401(k) Plan

Data updated 2026-08-25

$121K
Total assets Small plan by assets
2
Participants Small participant base
7th
Percentile by assets National rank
$60,268
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Circle Equity, Inc. 401(k) Plan · Sponsored by Circle Equity, Inc. · California · Real Estate

$121K in assets, 2 participants

Circle Equity, Inc.'s Circle Equity, Inc. 401(k) Plan reported $121K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #495 in Real Estate (4,727 peers)

What the 2023 filing shows

Circle Equity, Inc. 401(k) Plan holds $121K for 2 participants - about $60,268 per participant, among the smaller plans by assets on file.

#495
in Real Estate (4,727 peers)
+1.4%
assets growth YoY

Circle Equity, Inc. 401(k) Plan among the smaller filed plans by assets

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

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

$120,536 7th percentile higher than 7% 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 Equity, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Circle Equity, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Circle Equity, Inc. 401(k) Plan reported net income rose from $1K in the plan year 2022 filing to $2K in the plan year 2023 filing.
  • Circle Equity, Inc. 401(k) Plan end-of-year assets rose from $119K in the plan year 2022 filing to $121K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823053993 · Circle Equity, Inc. PY 2023 · 401(k)

Circle Equity, Inc. 401(k) Plan · $121K · 2 · 7th

  • TYPE $121K
  • TYPE 2
  • TYPE 7th
  • TYPE 401(k)
  • TYPE near M2m Vision Corp 401(k) Plan
  • TYPE ind #495

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 Real Estate retirement plans → · Plans in California →

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

Circle Equity, Inc. 401(k) PlanCircle Equity, Inc. 401(k) P…$121KM2m Vision Corp 401(k) Plan$121KFleener Cleaner Retirement PlanFleener Cleaner Retirement P…$121KActusense Inc 401(k) Plan$121KBear Asi 401(k)$121K
End-of-year total assets ($M) among Circle Equity, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$119K
Net Assets (End of Year)$121K
Net Income$2K
Employer EIN823053993
Plan Effective Date2017-10-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Circle Equity, Inc.)

Sponsor-wide plan assets over time

All Circle Equity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$114K 3.7445304611242007% vs 2022
2024 filing year
$0.11M$0.11M$0.12M$0.12M$0.13M 202220232024 $0.12M $0.11M ▼ -8.3%
Year Plans Participants Total Assets
2022 1 2 $119K
2023 1 2 $121K
2024 1 1 $114K

Nearby 401(k) Plans in California

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

Circle Equity, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Circle Equity, Inc. 401(k) Plan, Total assets ($B): 0.000120536 · Participants: 2Circle Equity, 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 Equity, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Circle Equity, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is M2m Vision Corp 401(k) Plan in GA ($121K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Equity, Inc. 401(k) Plan assets move in 2023? ▼
Circle Equity, Inc. 401(k) Plan edged up modestly - up 1.4% during 2023, from $119K to $121K. Reported net income was $2K.
How have Circle Equity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Circle Equity, Inc.'s sponsor-wide assets declined 3.7%, from $119K to $114K.
Where does Circle Equity, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Circle Equity, Inc. 401(k) Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Circle Equity, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is M2m Vision Corp 401(k) Plan in GA ($121K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Circle Equity, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 823053993.

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.