401(k) · DOL Form 5500 · 2024

Circle Internet Financial, LLC 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
650
Participants Below avg headcount
88th
Percentile by assets National rank
$109,722
Avg per participant Below avg balance/head
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Official DOL plan name: Circle 401(k) Plan · Sponsored by Circle Internet Financial, LLC · Massachusetts · Finance & Insurance

$71M in assets, 650 participants

Circle Internet Financial, LLC's Circle 401(k) Plan reported $71M in total assets and 650 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,926 in Finance & Insurance (8,549 peers)

Where Circle 401(k) Plan sits by assets

Circle 401(k) Plan sits in the top quartile of all filed plans by assets, $71M for 650 participants (~$109,722/participant), up 50.3% in 2024.

#6,926
in Finance & Insurance (8,549 peers)
+50.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Circle 401(k) Plan's outsized position by total assets

Circle 401(k) Plan vs every filed plan by assets

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

$71,319,247 Top 12% higher than 88% 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

Circle 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Circle 401(k) Plan sits mid-pack in the medium band (650 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Circle 401(k) Plan end-of-year assets rose from $47M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • Circle 401(k) Plan reported net income rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Circle 401(k) Plan reported participants fell from 682 in the plan year 2023 filing to 650 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 463394676 · Circle Internet Financial, LLC PY 2024 · 401(k)

Circle 401(k) Plan · $71M · 650 · 88th

  • EIN $71M
  • EIN 650
  • EIN 88th
  • EIN 401(k)
  • EIN near Eagle Corporation Employees Flexible Compensation Plan
  • EIN ind #6926

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Circle 401(k) Plan in the asset neighbourhood

Peace River Citrus Products, Inc. 401(k) Profit Sharing Plan & TrustPeace River Citrus Products,…$71MEagle Corporation Employees Flexible Compensation PlanEagle Corporation Employees …$71MEducators Credit Union 401(k) Plan & TrustEducators Credit Union 401(k…$71MCircle 401(k) Plan$71MInterwest Insurance Services, LLC 401(k) Profit Sharing PlanInterwest Insurance Services…$71M
End-of-year total assets ($M) among Circle 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$71M
Net Income$24M
Employer EIN463394676
Plan Effective Date2014-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Circle Internet Financial, LLC)

Sponsor-wide plan assets over time

All Circle Internet Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$71M 189.2785316436617% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $24.7M $71.3M ▲ +189.3%
Year Plans Participants Total Assets
2022 1 358 $25M
2023 1 682 $47M
2024 1 650 $71M

Nearby 401(k) Plans in Massachusetts

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

Circle 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Circle 401(k) Plan, Total assets ($B): 0.071319247 · Participants: 650Circle 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Circle 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Circle 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Eagle Corporation Employees Flexible Compensation Plan in VA ($71M); by covered participants it is Canoo Inc. 401(k) Plan in DE (650 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (650 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 Circle 401(k) Plan assets move in 2024? ▼
Circle 401(k) Plan surged - up 50.3% during 2024, from $47M to $71M. Reported net income was $24M.
How have Circle Internet Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Circle Internet Financial, LLC's sponsor-wide assets grew 189.3%, from $25M to $71M.
Where does Circle 401(k) Plan rank by assets among Form 5500 filers? ▼
Circle 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Circle 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eagle Corporation Employees Flexible Compensation Plan in VA ($71M, 639 participants).
Which 401(k) plans cover a similar participant headcount to Circle 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Canoo Inc. 401(k) Plan in DE (650 participants, $21M 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 463394676.

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.