401(k) · DOL Form 5500 · 2023

Putnam Family Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$315K
Total assets Small plan by assets
11
Participants Small participant base
14th
Percentile by assets National rank
$28,619
Avg per participant Low balance/head
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Official DOL plan name: Putnam Family Industries Retirement Plan · Sponsored by Putnam Family Industries, Inc. · North Carolina · Other Services

$315K in assets, 11 participants

Putnam Family Industries, Inc.'s Putnam Family Industries Retirement Plan reported $315K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,425 in Other Services (7,857 peers)

Putnam Family Industries, Inc. multi-year trail

Putnam Family Industries, Inc.'s plans moved +14.0% in assets from 2022 to 2024; this filing shows Putnam Family Industries Retirement Plan at $315K / 11 participants.

#2,425
in Other Services (7,857 peers)
+10.5%
assets growth YoY

Putnam Family Industries Retirement Plan among the smaller filed plans by assets

Putnam Family Industries Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$314,814 14th percentile higher than 14% of 127,068 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 2023

Putnam Family Industries Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Putnam Family Industries Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Putnam Family Industries Retirement Plan reported net income rose from $10K in the plan year 2022 filing to $30K in the plan year 2023 filing.
  • Putnam Family Industries Retirement Plan reported participants rose from 8 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Putnam Family Industries Retirement Plan end-of-year assets rose from $285K in the plan year 2022 filing to $315K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 461972029 · Putnam Family Industries, Inc. PY 2023 · 401(k)

Putnam Family Industries Retirement Plan · $315K · 11 · 14th

  • BOY $315K
  • BOY 11
  • BOY 14th
  • BOY 401(k)
  • BOY near Fairway 401(k) Plan
  • BOY ind #2425

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 Other Services retirement plans → · Plans in North Carolina →

Putnam Family Industries Retirement Plan in the asset neighbourhood

Putnam Family Industries Retirement PlanPutnam Family Industries Ret…$315KFairway 401(k) Plan$315KSilver Lining Investment Management Retirement PlanSilver Lining Investment Man…$315KExecutive Computer System Inc 401(k) Profit Sharing Plan & TrustExecutive Computer System In…$315KStonehill Insurance Retirement PlanStonehill Insurance Retireme…$315K
End-of-year total assets ($M) among Putnam Family Industries Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Putnam Family Industries, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Putnam Family Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$325K 14.029439952817437% vs 2022
2024 filing year
$0.26M$0.28M$0.3M$0.32M$0.34M 202220232024 $0.28M $0.32M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 8 $285K
2023 1 11 $315K
2024 1 9 $325K

Putnam Family Industries, Inc. filing trail (2023)

Total Assets (Beginning of Year)$285K
Net Assets (End of Year)$315K
Net Income$30K
Employer EIN461972029
Plan Effective Date2013-02-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Putnam Family Industries Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Putnam Family Industries Retirement Plan, Total assets ($B): 0.000314814 · Participants: 11Putnam Family Industries Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Putnam Family Industries Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Putnam Family Industries Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Fairway 401(k) Plan in IN ($315K); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Putnam Family Industries Retirement Plan assets move in 2023? ▼
Putnam Family Industries Retirement Plan grew at a solid clip - up 10.5% during 2023, from $285K to $315K. Reported net income was $30K.
How have Putnam Family Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Putnam Family Industries, Inc.'s sponsor-wide assets grew 14.0%, from $285K to $325K.
Where does Putnam Family Industries Retirement Plan rank by assets among Form 5500 filers? ▼
Putnam Family Industries Retirement Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Putnam Family Industries Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fairway 401(k) Plan in IN ($315K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Putnam Family Industries Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461972029.

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.