Money Purchase · DOL Form 5500 · 2023
Karen M Burns Dba Books and People Money Purchase Plan
Data updated 2026-08-25
- $17K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 2nd
- Percentile by assets National rank
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
$17K in assets, N/A participants
Karen M Burns Dba Books and People's Karen M Burns - Books and People Ps Keough reported $17K in total assets and N/A participants in its 2023 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.
- #362 in Professional & Technical Services (20,321 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 $17K / N/A participants.
- #362
- in Professional & Technical Services (20,321 peers)
- +14.4%
- assets growth YoY
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 2023 · DOL Form 5500
$16,956 2nd percentile higher than 2% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Karen M Burns - Books and People Ps Keough reported net income rose from -$2K in the plan year 2022 filing to $2K in the plan year 2023 filing.
- Karen M Burns - Books and People Ps Keough end-of-year assets rose from $15K in the plan year 2022 filing to $17K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 043218347 · Karen M Burns Dba Books and People PY 2023 · Money Purchase
Karen M Burns - Books and People Ps Keough · $17K · N/A · 2nd
- 5500 $17K
- ASSETS N/A
- PCT 2nd
- EIN Money Purchase
- RANK near Iceberg Frappes Retirement Plan
- PHOTO ind #362
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
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
| 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 (2023)
| Total Assets (Beginning of Year) | $15K |
|---|---|
| Net Assets (End of Year) | $17K |
| 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.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
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 $17K (this filing: $17K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17K here).
- Iceberg Frappes Retirement Plan (PR) $17K · 1
- Money Purchase Plan (NY) $17K · N/A
- Mandava Associates/ Money Purchase Plan (MD) $18K · 1
- Rio Doce America Pension Plan (NJ) $16K · N/A
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.