Money Purchase · DOL Form 5500 · 2022

Mark Trautmann Peters Money Purchase Plan

Data updated 2026-08-25

$604K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$201,191
Avg per participant Above avg balance/head
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Official DOL plan name: Mark Trautmann Peters Md Retirement Plan · Sponsored by Mark Trautmann Peters · Puerto Rico · Healthcare & Social Assistance

$604K in assets, 3 participants

Mark Trautmann Peters's Mark Trautmann Peters Md Retirement Plan reported $604K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,223 in Healthcare & Social Assistance (20,060 peers)

Mark Trautmann Peters multi-year trail

Mark Trautmann Peters's plans moved +16.0% in assets from 2022 to 2024; this filing shows Mark Trautmann Peters Md Retirement Plan at $604K / 3 participants.

#3,223
in Healthcare & Social Assistance (20,060 peers)
+34.2%
assets growth YoY

Mark Trautmann Peters Md Retirement Plan among the smaller filed plans by assets

Mark Trautmann Peters Md Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$603,572 20th percentile higher than 20% of 139,123 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 2022

Mark Trautmann Peters Md Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mark Trautmann Peters Md Retirement Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 660557516 · Mark Trautmann Peters PY 2022 · Money Purchase

Mark Trautmann Peters Md Retirement Plan · $604K · 3 · 20th

  • EOY $604K
  • 5500 3
  • ASSETS 20th
  • PCT Money Purchase
  • EIN near Monotech of Mississippi, Inc. Pension Plan for Collective Bargaining Employees
  • RANK ind #3223

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 Puerto Rico →

Mark Trautmann Peters Md Retirement Plan in the asset neighbourhood

Monotech of Mississippi, Inc. Pension Plan for Collective Bargaining EmployeesMonotech of Mississippi, Inc…$610KTony's Plumbing & Heating Pension Plan and TrustTony's Plumbing & Heating Pe…$614KMark Trautmann Peters Md Retirement PlanMark Trautmann Peters Md Ret…$604KRetirement Plan of Constance Prosser Burrell Descendents TrustRetirement Plan of Constance…$596KIza & Sons Inc Money Purchase Pension PlanIza & Sons Inc Money Purchas…$595K
End-of-year total assets ($M) among Mark Trautmann Peters Md Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Mark Trautmann Peters multi-year asset trail

Sponsor-wide plan assets over time

All Mark Trautmann Peters plans reported in each filing year

Latest sponsor-wide plan assets
$700K 16.048789539607537% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.6M $0.7M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 3 $604K
2023 1 3 $639K
2024 1 3 $700K

Mark Trautmann Peters filing trail (2022)

Total Assets (Beginning of Year)$450K
Net Assets (End of Year)$604K
Net Income$154K
Employer EIN660557516
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Mark Trautmann Peters Md Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 0246 Total assets ($M) Participants Mark Trautmann Peters Md Retirement Plan, Total assets ($M): 0.603572 · Participants: 3Mark Trautmann Peters Md Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & Lausell Pension PlanDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Retirement PlanSan Pablo Pathology Group, Inc. Retirement Plan Series 94-999, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology Group, Inc. Retirement Plan Series 94-999Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.079848 · Participants: 309Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust
Mark Trautmann Peters Md Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Mark Trautmann Peters Md Retirement Plan side-by-side with 3 peers →

Mark Trautmann Peters Md Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Monotech of Mississippi, Inc. Pension Plan for Collective Bargaining Employees in TX ($610K); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mark Trautmann Peters Md Retirement Plan assets move in 2022? ▼
Mark Trautmann Peters Md Retirement Plan surged - up 34.2% during 2022, from $450K to $604K. Reported net income was $154K.
How have Mark Trautmann Peters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark Trautmann Peters's sponsor-wide assets grew 16.0%, from $604K to $700K.
Where does Mark Trautmann Peters Md Retirement Plan rank by assets among Form 5500 filers? ▼
Mark Trautmann Peters Md Retirement Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Mark Trautmann Peters Md Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Monotech of Mississippi, Inc. Pension Plan for Collective Bargaining Employees in TX ($610K, 78 participants).
Which Money Purchase plans cover a similar participant headcount to Mark Trautmann Peters Md Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660557516.

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.