Money Purchase · DOL Form 5500 · 2023

Mark Trautmann Peters Money Purchase Plan

Data updated 2026-08-25

$639K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$212,846
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

$639K in assets, 3 participants

Mark Trautmann Peters's Mark Trautmann Peters Md Retirement Plan reported $639K in total assets and 3 participants in its 2023 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.

  • #2,698 in Healthcare & Social Assistance (17,684 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 $639K / 3 participants.

#2,698
in Healthcare & Social Assistance (17,684 peers)
+5.8%
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 2023 · DOL Form 5500

$638,539 20th percentile higher than 20% of 127,068 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 2023

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

Plan-year 2023 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.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mark Trautmann Peters Md Retirement Plan reported net income fell from $154K in the plan year 2022 filing to $35K in the plan year 2023 filing.
  • Mark Trautmann Peters Md Retirement Plan end-of-year assets rose from $604K in the plan year 2022 filing to $639K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660557516 · Mark Trautmann Peters PY 2023 · Money Purchase

Mark Trautmann Peters Md Retirement Plan · $639K · 3 · 20th

  • EBSA $639K
  • EBSA 3
  • EBSA 20th
  • EBSA Money Purchase
  • EBSA near Pine Bluff Cotton Belt Federal Credit Union Pension Plan & Trust
  • EBSA ind #2698

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

Mark Trautmann Peters Md Retirement PlanMark Trautmann Peters Md Ret…$639KPine Bluff Cotton Belt Federal Credit Union Pension Plan & TrustPine Bluff Cotton Belt Feder…$637KIza & Sons Inc Money Purchase Pension PlanIza & Sons Inc Money Purchas…$635KRetirement Plan of Alison M. Byers Separate Trust No. 2Retirement Plan of Alison M.…$645KWillow View Mental Health System Employees' Pension PlanWillow View Mental Health Sy…$634K
End-of-year total assets ($M) among Mark Trautmann Peters Md Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$604K
Net Assets (End of Year)$639K
Net Income$35K
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 02468 Total assets ($M) Participants Mark Trautmann Peters Md Retirement Plan, Total assets ($M): 0.638539 · Participants: 3Mark Trautmann Peters Md Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 6.288531 · Participants: 111Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.660467 · Participants: 25Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 4.452966 · Participants: 68Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.889718 · Participants: 308Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.80284 · Participants: 4Dr. Jose R. Cumba Retirement Plan
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 Pine Bluff Cotton Belt Federal Credit Union Pension Plan & Trust in AR ($637K); by covered participants it is Ansonics Profit Sharing Plan in OR (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 2023. 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 2023? ▼
Mark Trautmann Peters Md Retirement Plan grew at a solid clip - up 5.8% during 2023, from $604K to $639K. Reported net income was $35K.
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 127,072 plans that reported assets for plan year 2023 (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 Pine Bluff Cotton Belt Federal Credit Union Pension Plan & Trust in AR ($637K, 22 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 Ansonics Profit Sharing Plan in OR (3 participants, $462K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.