Money Purchase · DOL Form 5500 · 2024

Mark Trautmann Peters Money Purchase Plan

Data updated 2026-08-25

$700K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$233,479
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

$700K in assets, 3 participants

Mark Trautmann Peters's Mark Trautmann Peters Md Retirement Plan reported $700K in total assets and 3 participants in its 2024 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.

  • #2,681 in Healthcare & Social Assistance (16,916 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 $700K / 3 participants.

#2,681
in Healthcare & Social Assistance (16,916 peers)
+9.7%
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 2024 · DOL Form 5500

$700,438 20th percentile higher than 20% of 123,620 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 2024

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

Plan-year 2024 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 2023 → plan year 2024

  • Mark Trautmann Peters Md Retirement Plan reported net income rose from $35K in the plan year 2023 filing to $62K in the plan year 2024 filing.
  • Mark Trautmann Peters Md Retirement Plan end-of-year assets rose from $639K in the plan year 2023 filing to $700K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660557516 · Mark Trautmann Peters PY 2024 · Money Purchase

Mark Trautmann Peters Md Retirement Plan · $700K · 3 · 20th

  • SCH $700K
  • SCH 3
  • SCH 20th
  • SCH Money Purchase
  • SCH near Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust
  • SCH ind #2681

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

S Rao Talla Md PC Money Purchase PensionS Rao Talla Md PC Money Purc…$717KTyack Valuation Consultants Profit Sharing PlanTyack Valuation Consultants …$711KMark Trautmann Peters Md Retirement PlanMark Trautmann Peters Md Ret…$700KHouston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & TrustHouston Co. Water Control & …$698KThe Fanlight, Inc. Profit Sharing PlanThe Fanlight, Inc. Profit Sh…$684K
End-of-year total assets ($M) among Mark Trautmann Peters Md Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$639K
Net Assets (End of Year)$700K
Net Income$62K
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): 0.700438 · Participants: 3Mark Trautmann Peters Md Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 7.091851 · Participants: 180Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.421253 · Participants: 26Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 5.314325 · Participants: 78Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 4.820148 · Participants: 349Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustGustavo Antonio Hernandez Maldonado Retirement Plan, Total assets ($M): 3.591599 · Participants: 6Gustavo Antonio Hernandez Maldonado 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 Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX ($698K); 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 2024. 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 2024? ▼
Mark Trautmann Peters Md Retirement Plan grew at a solid clip - up 9.7% during 2024, from $639K to $700K. Reported net income was $62K.
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 123,622 plans that reported assets for plan year 2024 (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 Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX ($698K, 7 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, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.