401(k) · DOL Form 5500 · 2024
The Circle K Retirement Plan 401(k) Plan
Data updated 2026-08-25
- $506M
- Total assets Above avg plan size
- 68,953
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $7,337
- Avg per participant Low balance/head
Official DOL plan name: Circle K Retirement Plan · Sponsored by The Circle K Retirement Plan · Arizona · Retail Trade
$506M in assets, 68,953 participants
The Circle K Retirement Plan's Circle K Retirement Plan reported $506M in total assets and 68,953 participants in its 2024 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.
- #7,903 in Retail Trade (8,048 peers)
Coverage in Arizona
Circle K Retirement Plan covers 68,953 participants in Arizona, 122x the typical Arizona plan (state average ~564 per filing). Assets: $506M.
- #7,903
- in Retail Trade (8,048 peers)
- +5.7%
- assets growth YoY
- 5.1×
- vs typical plan assets (national mean)
Circle K Retirement Plan's outsized position by total assets
Circle K Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$505,887,222 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Circle K Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Circle K Retirement Plan is a mega filing (68,953 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Circle K Retirement Plan reported net income fell from $46M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Circle K Retirement Plan reported participants rose from 62,049 in the plan year 2023 filing to 68,953 in the plan year 2024 filing.
- Circle K Retirement Plan end-of-year assets rose from $479M in the plan year 2023 filing to $506M in the plan year 2024 filing.
DOL schedule card
Filing strip 741149540 · The Circle K Retirement Plan PY 2024 · 401(k)
Circle K Retirement Plan · $506M · 68,953 · 97th
- EBSA $506M
- EBSA 68,953
- EBSA 97th
- EBSA 401(k)
- EBSA near Ncci Holdings, Inc. 401(k) Savings Plan
- EBSA ind #7903
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 Retail Trade retirement plans → · Plans in Arizona →
Circle K Retirement Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $479M |
|---|---|
| Net Assets (End of Year) | $506M |
| Net Income | $27M |
| Employer EIN | 741149540 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Circle K Retirement Plan)
Sponsor-wide plan assets over time
All The Circle K Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $506M 16.982769501260677% vs 2022
- 2024 filing year
| 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.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Scale composition for Circle K Retirement Plan
Circle K Retirement Plan reports $506M in end-of-year assets across 68,953 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.073% of 93,925,755 covered participants) - about $7,337 per participant (5% of the national average assets-per-participant) . Net income for plan year 2024 was $27M.
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 | Open filing |
| 2024 · index core | 68,953 | $506M | This page |
Circle K Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Ncci Holdings, Inc. 401(k) Savings Plan in FL ($506M); by covered participants it is Verizon Savings Plan for Management Employees in NJ (69,218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($506M here).
- Ncci Holdings, Inc. 401(k) Savings Plan (FL) $506M · 865
- Southwire Company Salaried 401(k) Plan (GA) $506M · 2,364
- Cincinnati Bell Retirement Savings Plan (OH) $506M · 2,775
- The Plymouth Rock Companies Savings and Investment Plan (MA) $505M · 1,890
Similar participant headcount
Nearest other-state filings by covered participants (68,953 participants); asset peers above are excluded.
- Verizon Savings Plan for Management Employees (NJ) 69,218 · 265 off
- Intermountain Health 401(k) Plan (UT) 68,360 · 593 off
- Southwest Airlines Co. Retirement Savings Plan (TX) 67,820 · 1,133 off
- Gapshare 401(k) Plan (CA) 70,145 · 1,192 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.