401(k) · DOL Form 5500 · 2022

Putnam Investments, LLC 401(k) Plan

Data updated 2026-08-25

$849M
Total assets Above avg plan size
1,292
Participants Near avg headcount
99th
Percentile by assets National rank
$657,359
Avg per participant High balance/head
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Official DOL plan name: The Putnam Retirement Plan · Sponsored by Putnam Investments, LLC · Massachusetts · Finance & Insurance

$849M in assets, 1,292 participants

Putnam Investments, LLC's The Putnam Retirement Plan reported $849M in total assets and 1,292 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #9,031 in Finance & Insurance (9,261 peers)

Where The Putnam Retirement Plan sits by assets

The Putnam Retirement Plan sits among the largest 1% of all filed plans, $849M for 1,292 participants (~$657,359/participant), down 16.5% in 2022.

#9,031
in Finance & Insurance (9,261 peers)
-16.5%
assets change YoY
8.5×
vs typical plan assets (national mean)

The plan reported a net loss of $167M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Putnam Retirement Plan's outsized position by total assets

The Putnam Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$849,308,242 Top 1% higher than 99% of 139,123 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 2022

The Putnam Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Putnam Retirement Plan lands in the large band (1,292 participants).

Form 5500 schedule snapshot

Filing strip 261080669 · Putnam Investments, LLC PY 2022 · 401(k)

The Putnam Retirement Plan · $849M · 1,292 · 99th

  • BOY $849M
  • SCH 1,292
  • EBSA 99th
  • PART 401(k)
  • TYPE near Open Text, Inc. 401(k) Plan
  • NET ind #9031

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

The Putnam Retirement Plan in the asset neighbourhood

Hf Sinclair Corporation 401(k) Retirement Savings PlanHf Sinclair Corporation 401(…$851MOpen Text, Inc. 401(k) Plan$850MThe Putnam Retirement Plan$849MNomura Securities International, Inc. Retirement Investment PlanNomura Securities Internatio…$848MXylem Retirement Savings Plan$848M
End-of-year total assets ($M) among The Putnam Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$849M
Net Income-$167M
Employer EIN261080669
Plan Effective Date1961-06-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Putnam Investments, LLC)

Sponsor-wide plan assets over time

All Putnam Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$958M 12.784949518952155% vs 2022
2024 filing year
$800M$850M$900M$950M$1,000M$1,050M 202220232024 $849M $958M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 1,292 $849M
2023 1 1,316 $996M
2024 2 1,496 $958M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Putnam Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510152025 Total assets ($B) Participants The Putnam Retirement Plan, Total assets ($B): 0.849308242 · Participants: 1292The Putnam Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
The Putnam Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Putnam Retirement Plan side-by-side with 3 peers →

The Putnam Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Open Text, Inc. 401(k) Plan in CA ($850M); by covered participants it is Jazz Pharmaceuticals, Inc. 401(k) Plan in CA (1,292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($849M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,292 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.

Frequently Asked Questions

How did The Putnam Retirement Plan assets move in 2022? ▼
The Putnam Retirement Plan declined sharply - down 16.5% during 2022, from $1.0B to $849M. Reported net income was -$167M.
How have Putnam Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Putnam Investments, LLC's sponsor-wide assets grew 12.8%, from $849M to $958M.
Where does The Putnam Retirement Plan rank by assets among Form 5500 filers? ▼
The Putnam Retirement Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to The Putnam Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Open Text, Inc. 401(k) Plan in CA ($850M, 3,999 participants).
Which 401(k) plans cover a similar participant headcount to The Putnam Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jazz Pharmaceuticals, Inc. 401(k) Plan in CA (1,292 participants, $190M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261080669.

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.