401(k) · DOL Form 5500 · 2022
Putnam Investments, LLC 401(k) Plan
Data updated 2026-08-11
- $849M
- Total assets
- 1,292
- Participants
- 99th
- Percentile by assets
- $657,359
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $849M
- total plan assets (2022 EOY)
- 1,292
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $657,359
- avg assets per participant
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 vs the 2022 asset distribution
By assets, The Putnam Retirement Plan outranks 99% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 8.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $849M |
| Net Income | -$167M |
| Employer EIN | 261080669 |
| Plan Effective Date | 1961-06-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Putnam Investments, LLC)
| 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
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Putnam Retirement Plan by total assets, not by location.
- Open Text, Inc. 401(k) Plan (CA) $850M · 3,999
- Nomura Securities International, Inc. Retirement Investment Plan (NY) $848M · 1,819
- Hf Sinclair Corporation 401(k) Retirement Savings Plan (TX) $851M · 4,002
- Xylem Retirement Savings Plan (NY) $848M · 4,596
Frequently Asked Questions
How did The Putnam Retirement Plan assets move in 2022? ▼
How have Putnam Investments, LLC plan assets changed over time? ▼
Where does The Putnam Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for The Putnam Retirement Plan
Scale reading
Ways to act on The Putnam Retirement Plan's numbers.
- By total assets, The Putnam Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Putnam Investments, LLC's sponsor-wide assets have grown 12.8% since 2022 across 3 plan years on file. More Finance & Insurance plans