Money Purchase · DOL Form 5500 · 2024
Circles of Care, Inc. Money Purchase Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 352
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $115,499
- Avg per participant Below avg balance/head
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.
- #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.
- #14,245
- in Healthcare & Social Assistance (16,916 peers)
- +8.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Money Accumulation Pension Plan for Employees of Circles of Care, Inc.'s outsized position by total assets
Money Accumulation Pension Plan for Employees of Circles of Care, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,655,705 Top 18% higher than 82% 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
Money Accumulation Pension Plan for Employees of Circles of Care, Inc. 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. Money Accumulation Pension Plan for Employees of Circles of Care, Inc. sits mid-pack in the medium band (352 participants).
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.
Form 5500 schedule snapshot
Filing strip 591101553 · Circles of Care, Inc. PY 2024 · Money Purchase
Money Accumulation Pension Plan for Employees of Circles of Care, Inc. · $41M · 352 · 82nd
- TYPE $41M
- NET 352
- BOOK 82nd
- VS-ST Money Purchase
- BOY near IBEW Local 1245 Money Purchase Pension Plan
- SCH ind #14245
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
Money Accumulation Pension Plan for Employees of Circles of Care, Inc. in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Circles of Care, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 9.214186460560823% vs 2022
- 2024 filing year
| 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.
- 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
Money Accumulation Pension Plan for Employees of Circles of Care, Inc.'s out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is IBEW Local 1245 Money Purchase Pension Plan in CA ($41M); by covered participants it is Massachusetts Mutual Life Insurance Company Agent Pension Plan in MA (351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (352 participants); asset peers above are excluded.
- Massachusetts Mutual Life Insurance Company Agent Pension Plan (MA) 351 · 1 off
- Gillig Money Purchase Pension Plan (CA) 349 · 3 off
- National Association of Realtors Pension Plan (IL) 349 · 3 off
- IBEW Local 968 Pension Fund (WV) 355 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.