ESOP · DOL Form 5500 · 2022
F.L. Putnam Investment Management Company ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $29,154
- Avg per participant Low balance/head
Official DOL plan name: F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan · Sponsored by F.L. Putnam Investment Management Company · Maine · Finance & Insurance
$2M in assets, 85 participants
F.L. Putnam Investment Management Company's F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan reported $2M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #2,324 in Finance & Insurance (9,261 peers)
2022 asset change
F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan surged 35.9% in 2022 ($2M → $2M) for 85 participants.
- #2,324
- in Finance & Insurance (9,261 peers)
- +35.9%
- assets growth YoY
F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan's mid-pack asset rank among Finance & Insurance and all filers
F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,478,100 37th percentile higher than 37% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan is a small filing (85 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 010462678 · F.L. Putnam Investment Management Company PY 2022 · ESOP
F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan · $2M · 85 · 37th
- PART $2M
- PART 85
- PART 37th
- PART ESOP
- PART near Strategies to Empower People Employee Stock Ownership Plan
- PART ind #2324
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 What is an ESOP? → · Plans in Maine →
F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan in the asset neighbourhood
F.L. Putnam Investment Management Company years around the 2022 move
Sponsor-wide plan assets over time
All F.L. Putnam Investment Management Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $2M |
| 2023 | 1 | 97 | $3M |
| 2024 | 1 | 95 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $654K |
| Employer EIN | 010462678 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Maine
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Maine Drilling and Blasting Group Employee Stock Ownership Plan $74M · 321
- Sc Holdings, Inc. Employee Stock Ownership Plan $71M · 345
- Johnnys Selected Seeds Employee Stock Ownership Plan $58M · 252
- Portland Air Freight, Inc. Employee Stock Ownership Plan $40M · 82
- Systems Engineering, Inc. Employee Stock Ownership Plan $40M · 169
F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan's out-of-state ESOP peers by assets and headcount
Outside Maine, the nearest ESOP by assets is Strategies to Empower People Employee Stock Ownership Plan in CA ($2M); by covered participants it is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.