Money Purchase · DOL Form 5500 · 2023

Karenm Burns Dba Books and People Money Purchase Plan

Data updated 2026-08-25

$11K
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 Mp Keough · Sponsored by Karenm Burns Dba Books and People · Massachusetts · Professional & Technical Services

$11K in assets, N/A participants

Karenm Burns Dba Books and People's Karen M Burns - Books and People Mp Keough reported $11K 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.

  • #309 in Professional & Technical Services (20,321 peers)

Karenm Burns Dba Books and People multi-year trail

Karenm 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 Mp Keough at $11K / N/A participants.

#309
in Professional & Technical Services (20,321 peers)
+14.4%
assets growth YoY

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

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,304 2nd percentile higher than 2% 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

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 Mp Keough reported net income rose from -$2K in the plan year 2022 filing to $1K in the plan year 2023 filing.
  • Karen M Burns - Books and People Mp Keough end-of-year assets rose from $10K in the plan year 2022 filing to $11K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043218347 · Karenm Burns Dba Books and People PY 2023 · Money Purchase

Karen M Burns - Books and People Mp Keough · $11K · N/A · 2nd

  • EIN $11K
  • RANK N/A
  • PHOTO 2nd
  • IND Money Purchase
  • EOY near Luis R Gonzalez Argueso Profit Sharing Plan
  • 5500 ind #309

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 Mp Keough in the asset neighbourhood

Rio Doce America Pension Plan$16KKaren M Burns - Books and People Mp KeoughKaren M Burns - Books and Pe…$11KLuis R Gonzalez Argueso Profit Sharing PlanLuis R Gonzalez Argueso Prof…$12KCof Retirement Plan$12KCarlos Caceres Roure, Md Retirement PlanCarlos Caceres Roure, Md Ret…$8K
End-of-year total assets ($M) among Karen M Burns - Books and People Mp Keough and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Karenm Burns Dba Books and People multi-year asset trail

Sponsor-wide plan assets over time

All Karenm 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

Karenm Burns Dba Books and People filing trail (2023)

Total Assets (Beginning of Year)$10K
Net Assets (End of Year)$11K
Net Income$1K
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 Mp Keough vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Karen M Burns - Books and People Mp Keough, Total assets ($B): 0.000011304 · Participants: 0Karen M Burns - Books and People Mp KeoughThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Karen M Burns - Books and People Mp Keough vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Karen M Burns - Books and People Mp Keough side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Money Purchase by end-of-year assets is Luis R Gonzalez Argueso Profit Sharing Plan in PR at $12K (this filing: $11K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11K here).

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 Karen M Burns - Books and People Mp Keough assets move in 2023? ▼
Karen M Burns - Books and People Mp Keough grew at a solid clip - up 14.4% during 2023, from $10K to $11K. Reported net income was $1K.
How have Karenm Burns Dba Books and People plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karenm Burns Dba Books and People's sponsor-wide assets grew 28.4%, from $25K to $32K.
Where does Karen M Burns - Books and People Mp Keough rank by assets among Form 5500 filers? ▼
Karen M Burns - Books and People Mp Keough ranks in the 2nd 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 Karen M Burns - Books and People Mp Keough? ▼
Among Money Purchase plans in other states, the closest by assets is Luis R Gonzalez Argueso Profit Sharing Plan in PR ($12K, 1 participant).

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 043218347.

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.