Profit Sharing · DOL Form 5500 · 2024

Circleh2 Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$546,332
Avg per participant High balance/head
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Official DOL plan name: Circleh2 Investments Inc. Retirement Plan · Sponsored by Circleh2 Investments Inc. · Oklahoma · Manufacturing

$2M in assets, 3 participants

Circleh2 Investments Inc.'s Circleh2 Investments Inc. Retirement Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,226 in Manufacturing (17,777 peers)

Circleh2 Investments Inc. multi-year trail

Circleh2 Investments Inc.'s plans moved +28.8% in assets from 2022 to 2024; this filing shows Circleh2 Investments Inc. Retirement Plan at $2M / 3 participants.

#2,226
in Manufacturing (17,777 peers)
+16.7%
assets growth YoY

Circleh2 Investments Inc. Retirement Plan among the smaller filed plans by assets

Circleh2 Investments Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,638,997 27th percentile higher than 27% of 123,620 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 2024

Circleh2 Investments Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Circleh2 Investments Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Circleh2 Investments Inc. Retirement Plan reported net income rose from $132K in the plan year 2023 filing to $234K in the plan year 2024 filing.
  • Circleh2 Investments Inc. Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Circleh2 Investments Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 851035570 · Circleh2 Investments Inc. PY 2024 · Profit Sharing

Circleh2 Investments Inc. Retirement Plan · $2M · 3 · 27th

  • BOOK $2M
  • BOOK 3
  • BOOK 27th
  • BOOK Profit Sharing
  • BOOK near Aj Surgical-Endocrinology, Psc Retiremen Plan
  • BOOK ind #2226

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 Manufacturing retirement plans → · Plans in Oklahoma →

Circleh2 Investments Inc. Retirement Plan in the asset neighbourhood

Circleh2 Investments Inc. Retirement PlanCircleh2 Investments Inc. Re…$2MAj Surgical-Endocrinology, Psc Retiremen PlanAj Surgical-Endocrinology, P…$2MCoastal Fun Sports Inc. Retirement PlanCoastal Fun Sports Inc. Reti…$2MPrinceton Development Partners, Inc. Retirement PlanPrinceton Development Partne…$2MWeber Consulting Associates, Inc. Profit Sharing PlanWeber Consulting Associates,…$2M
End-of-year total assets ($M) among Circleh2 Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Circleh2 Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Circleh2 Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.771179715870076% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.27M $1.64M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 3 $2M

Circleh2 Investments Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$234K
Employer EIN851035570
Plan Effective Date2020-05-26
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oklahoma

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Circleh2 Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Circleh2 Investments Inc. Retirement Plan, Total assets ($M): 1.638997 · Participants: 3Circleh2 Investments Inc. Retirement PlanDolese Bros. Co. Profit Sharing Plan, Total assets ($M): 144.557245 · Participants: 788Dolese Bros. Co. Profit Sharing PlanFamily & Children's Services 403(b) Plan, Total assets ($M): 47.023351 · Participants: 1086Family & Children's Services 403(b) PlanEskridge Auto Group Profit Sharing Plan, Total assets ($M): 27.709865 · Participants: 156Eskridge Auto Group Profit Sharing PlanVeenker Resources, Inc. Profit Sharing Plan, Total assets ($M): 23.802158 · Participants: 11Veenker Resources, Inc. Profit Sharing PlanMesser-Bowers Profit Sharing Plan, Total assets ($M): 9.902894 · Participants: 39Messer-Bowers Profit Sharing Plan
Circleh2 Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants
Compare Circleh2 Investments Inc. Retirement Plan side-by-side with 3 peers →

Circleh2 Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oklahoma, the nearest Profit Sharing by assets is Aj Surgical-Endocrinology, Psc Retiremen Plan in PR ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Circleh2 Investments Inc. Retirement Plan assets move in 2024? ▼
Circleh2 Investments Inc. Retirement Plan grew sharply - up 16.7% during 2024, from $1M to $2M. Reported net income was $234K.
How have Circleh2 Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Circleh2 Investments Inc.'s sponsor-wide assets grew 28.8%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Circleh2 Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Aj Surgical-Endocrinology, Psc Retiremen Plan in PR ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Circleh2 Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 851035570.

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.