Money Purchase · DOL Form 5500 · 2024
El Peterson Ranch Inc Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $366,256
- Avg per participant High balance/head
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.
- #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.
- #315
- in Agriculture, Forestry & Fishing (1,217 peers)
- +12.8%
- assets growth YoY
El Peterson Ranch Profit Sharing Plan among the smaller filed plans by assets
El Peterson Ranch Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,465,022 26th percentile higher than 26% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
El Peterson Ranch Profit Sharing 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. El Peterson Ranch Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
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.
Form 5500 schedule snapshot
Filing strip 810364598 · El Peterson Ranch Inc PY 2024 · Money Purchase
El Peterson Ranch Profit Sharing Plan · $1M · 4 · 26th
- SCH $1M
- EBSA 4
- PART 26th
- TYPE Money Purchase
- NET near Walter Stump Insurance Agency Money Purchase Pension Plan
- BOOK ind #315
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Montana →
El Peterson Ranch Profit Sharing Plan in the asset neighbourhood
El Peterson Ranch Inc multi-year asset trail
Sponsor-wide plan assets over time
All El Peterson Ranch Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 80.82315884057685% vs 2022
- 2024 filing year
| 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.
- 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
El Peterson Ranch Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount
Outside Montana, the nearest Money Purchase by assets is Walter Stump Insurance Agency Money Purchase Pension Plan in PA ($1M); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Linas a Sidrys Md (IL) 4 · 0 off
- Sealift Shipyards Inc Money Purchase Plan (FL) 4 · 0 off
- A.W. Carlson Inc Money Purchase Plan (CT) 4 · 0 off
- Steimla& Associates,Inc. Money Purchase Pension Plan (IL) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.