Money Purchase · DOL Form 5500 · 2023

Circles of Care, Inc. Money Purchase Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
325
Participants Below avg headcount
82nd
Percentile by assets National rank
$115,074
Avg per participant Below avg balance/head
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Official DOL plan name: Money Accumulation Pension Plan for Employees of Circles of Care, Inc. · Sponsored by Circles of Care, Inc. · Florida · Healthcare & Social Assistance

$37M in assets, 325 participants

Circles of Care, Inc.'s Money Accumulation Pension Plan for Employees of Circles of Care, Inc. reported $37M in total assets and 325 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,011 in Healthcare & Social Assistance (17,684 peers)

Where Money Accumulation Pension Plan for Employees of Circles of Care, Inc. sits by assets

Money Accumulation Pension Plan for Employees of Circles of Care, Inc. sits in the top quartile of all filed plans by assets, $37M for 325 participants (~$115,074/participant), up 0.5% in 2023.

#15,011
in Healthcare & Social Assistance (17,684 peers)
+0.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Money Accumulation Pension Plan for Employees of Circles of Care, Inc.'s outsized position by total assets

Money Accumulation Pension Plan for Employees of Circles of Care, Inc. vs every filed plan by assets

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

$37,399,151 Top 18% higher than 82% 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

Money Accumulation Pension Plan for Employees of Circles of Care, Inc. 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. Money Accumulation Pension Plan for Employees of Circles of Care, Inc. sits mid-pack in the medium band (325 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Money Accumulation Pension Plan for Employees of Circles of Care, Inc. reported net income fell from $5M in the plan year 2022 filing to $173K in the plan year 2023 filing.
  • Money Accumulation Pension Plan for Employees of Circles of Care, Inc. reported participants fell from 340 in the plan year 2022 filing to 325 in the plan year 2023 filing.
  • Money Accumulation Pension Plan for Employees of Circles of Care, Inc. end-of-year assets rose from $37M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591101553 · Circles of Care, Inc. PY 2023 · Money Purchase

Money Accumulation Pension Plan for Employees of Circles of Care, Inc. · $37M · 325 · 82nd

  • EIN $37M
  • EIN 325
  • EIN 82nd
  • EIN Money Purchase
  • EIN near I.B.E.W. Local 300 - Unit 1 Pension Plan
  • EIN ind #15011

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Money Accumulation Pension Plan for Employees of Circles of Care, Inc. in the asset neighbourhood

Money Accumulation Pension Plan for Employees of Circles of Care, Inc.Money Accumulation Pension P…$37MI.B.E.W. Local 300 - Unit 1 Pension PlanI.B.E.W. Local 300 - Unit 1 …$37MN.E.L. Corporation Money Purchase Pension PlanN.E.L. Corporation Money Pur…$37MNew Jersey Institute for Disabilities Retirement PlanNew Jersey Institute for Dis…$37MCharlesbank Capital Partners, LLC Money Purchase Pension PlanCharlesbank Capital Partners…$37M
End-of-year total assets ($M) among Money Accumulation Pension Plan for Employees of Circles of Care, Inc. and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$37M
Net Income$173K
Employer EIN591101553
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Circles of Care, Inc.)

Sponsor-wide plan assets over time

All Circles of Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 9.214186460560823% vs 2022
2024 filing year
$36M$38M$40M$42M 202220232024 $37.2M $40.7M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 340 $37M
2023 1 325 $37M
2024 1 352 $41M

Nearby Money Purchase Plans in Florida

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Money Accumulation Pension Plan for Employees of Circles of Care, Inc. vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0100200300400500 Total assets ($M) Participants Money Accumulation Pension Plan for Employees of Circles of Care, Inc., Total assets ($M): 37.399151 · Participants: 325Money Accumulation Pension Plan for Employees of Circles of Care, Inc.Elliott Money Purchase Pension Plan, Total assets ($M): 389.469568 · Participants: 448Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 178.216433 · Participants: 13258Southern States Savings & Retirement Plan TrustNECA-IBEW 177 Pension Fund, Total assets ($M): 129.372481 · Participants: 1443NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 95.257903 · Participants: 476Lifelink Foundation, Inc. Retirement PlanI.B.E.W. Local Union No. 728 Annuity Fund, Total assets ($M): 87.961465 · Participants: 1712I.B.E.W. Local Union No. 728 Annuity Fund
Money Accumulation Pension Plan for Employees of Circles of Care, Inc. vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Money Accumulation Pension Plan for Employees of Circles of Care, Inc. side-by-side with 3 peers →

Money Accumulation Pension Plan for Employees of Circles of Care, Inc.'s out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is I.B.E.W. Local 300 - Unit 1 Pension Plan in VT ($37M); by covered participants it is Frozen Phs 401(a) Plan in TX (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (325 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 Money Accumulation Pension Plan for Employees of Circles of Care, Inc. assets move in 2023? ▼
Money Accumulation Pension Plan for Employees of Circles of Care, Inc. held essentially flat - up 0.5% during 2023, from $37M to $37M. Reported net income was $173K.
How have Circles of Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Circles of Care, Inc.'s sponsor-wide assets grew 9.2%, from $37M to $41M.
Where does Money Accumulation Pension Plan for Employees of Circles of Care, Inc. rank by assets among Form 5500 filers? ▼
Money Accumulation Pension Plan for Employees of Circles of Care, Inc. ranks in the 82nd 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 Money Purchase plans are similar in size to Money Accumulation Pension Plan for Employees of Circles of Care, Inc.? ▼
Among Money Purchase plans in other states, the closest by assets is I.B.E.W. Local 300 - Unit 1 Pension Plan in VT ($37M, 167 participants).
Which Money Purchase plans cover a similar participant headcount to Money Accumulation Pension Plan for Employees of Circles of Care, Inc.? ▼
Among Money Purchase plans in other states, the closest by covered participants is Frozen Phs 401(a) Plan in TX (324 participants, $21M 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 591101553.

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.