401(k) · DOL Form 5500 · 2024

Circana, LLC 401(k) Plan

Data updated 2026-08-25

$892M
Total assets Above avg plan size
2,392
Participants Above avg headcount
98th
Percentile by assets National rank
$372,746
Avg per participant High balance/head
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Official DOL plan name: Circana 401(k) Retirement Savings Plan · Sponsored by Circana, LLC · Illinois · Professional & Technical Services

$892M in assets, 2,392 participants

Circana, LLC's Circana 401(k) Retirement Savings Plan reported $892M in total assets and 2,392 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,943 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Circana 401(k) Retirement Savings Plan covers 2,392 participants in Illinois, 3.1x the typical Illinois plan (state average ~779 per filing). Assets: $892M.

#19,943
in Professional & Technical Services (20,173 peers)
+71.6%
assets growth YoY
8.9×
vs typical plan assets (national mean)

Circana 401(k) Retirement Savings Plan's outsized position by total assets

Circana 401(k) Retirement Savings Plan vs every filed plan by assets

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

$891,607,883 Top 2% higher than 98% 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

Circana 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Circana 401(k) Retirement Savings Plan lands in the large band (2,392 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Circana 401(k) Retirement Savings Plan end-of-year assets rose from $520M in the plan year 2023 filing to $892M in the plan year 2024 filing.
  • Circana 401(k) Retirement Savings Plan reported net income rose from $98M in the plan year 2023 filing to $140M in the plan year 2024 filing.
  • Circana 401(k) Retirement Savings Plan reported participants rose from 2,307 in the plan year 2023 filing to 2,392 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 362947987 · Circana, LLC PY 2024 · 401(k)

Circana 401(k) Retirement Savings Plan · $892M · 2,392 · 98th

  • EOY $892M
  • 5500 2,392
  • ASSETS 98th
  • PCT 401(k)
  • EIN near Locke Lord LLP Retirement Savings Plan
  • RANK ind #19943

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Circana 401(k) Retirement Savings Plan in the asset neighbourhood

Covenant Health 401(k) Plan$894MSchneider National, Inc. 401(k) Savings and Retirement PlanSchneider National, Inc. 401…$893MLocke Lord LLP Retirement Savings PlanLocke Lord LLP Retirement Sa…$892MCircana 401(k) Retirement Savings PlanCircana 401(k) Retirement Sa…$892MIdaho Power Company Employee Savings PlanIdaho Power Company Employee…$890M
End-of-year total assets ($M) among Circana 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$520M
Net Assets (End of Year)$892M
Net Income$140M
Employer EIN362947987
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Circana, LLC)

Sponsor-wide plan assets over time

All Circana, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$892M 111.46644483156767% vs 2022
2024 filing year
$200M$400M$600M$800M$1,000M 202220232024 $422M $892M ▲ +111.5%
Year Plans Participants Total Assets
2022 1 2,861 $422M
2023 1 2,307 $520M
2024 1 2,392 $892M

Nearby 401(k) Plans in Illinois

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

Circana 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Circana 401(k) Retirement Savings Plan, Total assets ($B): 0.891607883 · Participants: 2392Circana 401(k) Retirement Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Circana 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Circana 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Locke Lord LLP Retirement Savings Plan in TX ($892M); by covered participants it is Vitalcore Health Strategies, LLC 401(k) Plan Plan in KS (2,392 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($892M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,392 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 Circana 401(k) Retirement Savings Plan assets move in 2024? ▼
Circana 401(k) Retirement Savings Plan surged - up 71.6% during 2024, from $520M to $892M. Reported net income was $140M.
How have Circana, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Circana, LLC's sponsor-wide assets grew 111.5%, from $422M to $892M.
Where does Circana 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Circana 401(k) Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Circana 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Locke Lord LLP Retirement Savings Plan in TX ($892M, 982 participants).
Which 401(k) plans cover a similar participant headcount to Circana 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vitalcore Health Strategies, LLC 401(k) Plan Plan in KS (2,392 participants, $14M 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 362947987.

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.