Money Purchase · DOL Form 5500 · 2022

Karen M Burns Dba Books and People Money Purchase Plan

Data updated 2026-08-25

$15K
Total assets Small plan by assets
N/A
Participants Small participant base
2nd
Percentile by assets National rank
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Official DOL plan name: Karen M Burns - Books and People Ps Keough · Sponsored by Karen M Burns Dba Books and People · Massachusetts · Professional & Technical Services

$15K in assets, N/A participants

Karen M Burns Dba Books and People's Karen M Burns - Books and People Ps Keough reported $15K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #320 in Professional & Technical Services (21,562 peers)

Karen M Burns Dba Books and People multi-year trail

Karen M Burns Dba Books and People's plans moved +28.4% in assets from 2022 to 2024; this filing shows Karen M Burns - Books and People Ps Keough at $15K / N/A participants.

#320
in Professional & Technical Services (21,562 peers)
-13.5%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Karen M Burns - Books and People Ps Keough among the smaller filed plans by assets

Karen M Burns - Books and People Ps Keough vs every filed plan by assets

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

$14,828 2nd percentile higher than 2% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

EBSA filing schedule strip

Filing strip 043218347 · Karen M Burns Dba Books and People PY 2022 · Money Purchase

Karen M Burns - Books and People Ps Keough · $15K · N/A · 2nd

  • PCT $15K
  • EIN N/A
  • RANK 2nd
  • PHOTO Money Purchase
  • IND near Iceberg Frappes Retirement Plan
  • EOY ind #320

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 Massachusetts →

Karen M Burns - Books and People Ps Keough in the asset neighbourhood

Money Purchase Plan$16KEmployee Benefits Plan of Sumter Senior Services, Inc.Employee Benefits Plan of Su…$17KKaren M Burns - Books and People Ps KeoughKaren M Burns - Books and Pe…$15KIceberg Frappes Retirement PlanIceberg Frappes Retirement P…$15KEdwin Velazquez Lizardi, Md Retirement PlanEdwin Velazquez Lizardi, Md …$13K
End-of-year total assets ($M) among Karen M Burns - Books and People Ps Keough and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Karen M Burns Dba Books and People multi-year asset trail

Sponsor-wide plan assets over time

All Karen M Burns Dba Books and People plans reported in each filing year

Latest sponsor-wide plan assets
$32K 28.361591065431153% vs 2022
2024 filing year
$0.02M$0.02M$0.03M$0.03M$0.04M 202220232024 $0.02M $0.03M ▲ +50.0%
Year Plans Participants Total Assets
2022 2 N/A $25K
2023 2 N/A $28K
2024 2 N/A $32K

Karen M Burns Dba Books and People filing trail (2022)

Total Assets (Beginning of Year)$17K
Net Assets (End of Year)$15K
Net Income-$2K
Employer EIN043218347
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

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

Karen M Burns - Books and People Ps Keough vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Karen M Burns - Books and People Ps Keough, Total assets ($B): 0.000014828 · Participants: 0Karen M Burns - Books and People Ps KeoughThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Karen M Burns - Books and People Ps Keough vs. nearby Money Purchase plans in Massachusetts, assets vs. participants

Karen M Burns - Books and People Ps Keough's closest out-of-state Money Purchase peers by assets

Outside Massachusetts, the nearest Money Purchase by end-of-year assets is Iceberg Frappes Retirement Plan in PR at $15K (this filing: $15K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15K here).

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 Karen M Burns - Books and People Ps Keough assets move in 2022? ▼
Karen M Burns - Books and People Ps Keough pulled back noticeably - down 13.5% during 2022, from $17K to $15K. Reported net income was -$2K.
How have Karen M Burns Dba Books and People plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karen M Burns Dba Books and People's sponsor-wide assets grew 28.4%, from $25K to $32K.
Where does Karen M Burns - Books and People Ps Keough rank by assets among Form 5500 filers? ▼
Karen M Burns - Books and People Ps Keough ranks in the 2nd 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 Karen M Burns - Books and People Ps Keough? ▼
Among Money Purchase plans in other states, the closest by assets is Iceberg Frappes Retirement Plan in PR ($15K, 1 participant).