Money Purchase · DOL Form 5500 · 2022
Karen M Burns Dba Books and People Money Purchase Plan
Data updated 2026-08-11
- $15K
- Total assets
- N/A
- Participants
- 2nd
- Percentile by assets
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.
- 2nd percentile by assets (of 139,126 plans)
- #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.
- $15K
- total plan assets (2022 EOY)
- N/A
- covered participants
- 2nd
- percentile by assets (of 139,126 plans)
- -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 Dba Books and People across 3 plan years on file
Across the 3 plan years Karen M Burns Dba Books and People has on file (2022-2024), sponsor-wide plan assets have moved from $25K to $32K, a gain of 28.4%. Peak year by sponsor assets: 2024 ($32K); trough: 2022 ($25K).
Karen M Burns Dba Books and People multi-year asset trail
| 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 EIN | 043218347 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING 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
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Karen M Burns - Books and People Ps Keough by total assets, not by location.
Frequently Asked Questions
How did Karen M Burns - Books and People Ps Keough assets move in 2022? ▼
How have Karen M Burns Dba Books and People plan assets changed over time? ▼
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Multi-year trail
Ways to act on Karen M Burns - Books and People Ps Keough's numbers.
- By total assets, Karen M Burns - Books and People Ps Keough ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Karen M Burns Dba Books and People's sponsor-wide assets have grown 28.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans