Money Purchase · DOL Form 5500 · 2024
El Peterson Ranch Inc Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 4
- Participants
- 26th
- Percentile by assets
- $366,256
- Avg per participant
Official DOL plan name: El Peterson Ranch Profit Sharing Plan · Sponsored by El Peterson Ranch Inc · Montana · Agriculture, Forestry & Fishing
$1M in assets, 4 participants
El Peterson Ranch Inc's El Peterson Ranch Profit Sharing Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- 26th percentile by assets (of 123,622 plans)
- #315 in Agriculture, Forestry & Fishing (1,217 peers)
El Peterson Ranch Inc multi-year trail
El Peterson Ranch Inc's plans moved +80.8% in assets from 2022 to 2024; this filing shows El Peterson Ranch Profit Sharing Plan at $1M / 4 participants.
- $1M
- total plan assets (2024 EOY)
- 4
- covered participants
- 26th
- percentile by assets (of 123,622 plans)
- $366,256
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- El Peterson Ranch Profit Sharing Plan reported net income fell from $489K in the plan year 2023 filing to $166K in the plan year 2024 filing.
- El Peterson Ranch Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
El Peterson Ranch Inc across 3 plan years on file
Across the 3 plan years El Peterson Ranch Inc has on file (2022-2024), sponsor-wide plan assets have moved from $810K to $1M, a gain of 80.8%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($1M); trough: 2022 ($810K).
El Peterson Ranch Inc multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $810K |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $1M |
El Peterson Ranch Inc filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $166K |
| Employer EIN | 810364598 |
| Plan Effective Date | 1977-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Montana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
El Peterson Ranch Profit Sharing Plan vs. nearby Money Purchase plans in Montana, assets vs. participants
- Billings Clinic Pension Plan $262M · 5,580
- Bozeman Health Retirement Plan $99M · 1,879
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $42M · 621
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $22M · 270
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $21M · 327
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to El Peterson Ranch Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did El Peterson Ranch Profit Sharing Plan assets move in 2024? ▼
How have El Peterson Ranch Inc plan assets changed over time? ▼
Which Money Purchase plans are similar in size to El Peterson Ranch Profit Sharing Plan? ▼
Next read for El Peterson Ranch Profit Sharing Plan
Multi-year trail
Ways to act on El Peterson Ranch Profit Sharing Plan's numbers.
- By total assets, El Peterson Ranch Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Montana. Compare plans
- El Peterson Ranch Inc's sponsor-wide assets have grown 80.8% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing plans