Money Purchase · DOL Form 5500 · 2024
Circles of Care, Inc. Money Purchase Plan
Data updated 2026-08-11
- $41M
- Total assets
- 352
- Participants
- 82nd
- Percentile by assets
- $115,499
- Avg per participant
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
$41M in assets, 352 participants
Circles of Care, Inc.'s Money Accumulation Pension Plan for Employees of Circles of Care, Inc. reported $41M in total assets and 352 participants in its 2024 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.
- 82nd percentile by assets (of 123,622 plans)
- #14,245 in Healthcare & Social Assistance (16,916 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, $41M for 352 participants (~$115,499/participant), up 8.7% in 2024.
- $41M
- total plan assets (2024 EOY)
- 352
- covered participants
- 82nd
- percentile by assets (of 123,622 plans)
- $115,499
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Money Accumulation Pension Plan for Employees of Circles of Care, Inc. reported net income rose from $173K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Money Accumulation Pension Plan for Employees of Circles of Care, Inc. end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Money Accumulation Pension Plan for Employees of Circles of Care, Inc. reported participants rose from 325 in the plan year 2023 filing to 352 in the plan year 2024 filing.
Money Accumulation Pension Plan for Employees of Circles of Care, Inc. vs the 2024 asset distribution
By assets, Money Accumulation Pension Plan for Employees of Circles of Care, Inc. outranks 82% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $3M |
| Employer EIN | 591101553 |
| Plan Effective Date | 1973-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Circles of Care, Inc.)
| 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
- Elliott Money Purchase Pension Plan $457M · 494
- Southern States Savings & Retirement Plan Trust $193M · 13,122
- Carolina Electrical Workers Retirement Fund $154M · 6,154
- NECA-IBEW 177 Pension Fund $144M · 1,412
- Lifelink Foundation, Inc. Retirement Plan $99M · 471
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Money Accumulation Pension Plan for Employees of Circles of Care, Inc. by total assets, not by location.
- IBEW Local 1245 Money Purchase Pension Plan (CA) $41M · 53
- Unite Here! Local 54 Severance Fund (NJ) $41M · 6,047
- Rowland Hall, Saint Mark's School 403(b) DC Plan (UT) $40M · 272
- Studio Mechanics Local 476 Annuity Plan (IL) $41M · 1,330
Frequently Asked Questions
How did Money Accumulation Pension Plan for Employees of Circles of Care, Inc. assets move in 2024? ▼
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Scale reading
Ways to act on Money Accumulation Pension Plan for Employees of Circles of Care, Inc.'s numbers.
- By total assets, Money Accumulation Pension Plan for Employees of Circles of Care, Inc. ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Florida. Compare plans
- Circles of Care, Inc.'s sponsor-wide assets have grown 9.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans