Profit Sharing · DOL Form 5500 · 2022
The Putney School Profit Sharing Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $245,601
- Avg per participant Above avg balance/head
Official DOL plan name: The Putney School 403-B Plan · Sponsored by The Putney School · Vermont · Educational Services
$18M in assets, 72 participants
The Putney School's The Putney School 403-B Plan reported $18M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #2,355 in Educational Services (4,024 peers)
Where The Putney School 403-B Plan sits by assets
The Putney School 403-B Plan sits in the top quartile of all filed plans by assets, $18M for 72 participants (~$245,601/participant), up 4.0% in 2022.
- #2,355
- in Educational Services (4,024 peers)
- +4.0%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The Putney School 403-B Plan's outsized position by total assets
The Putney School 403-B Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,683,293 Top 25% higher than 75% 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
The Putney School 403-B 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. The Putney School 403-B Plan is a small filing (72 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 030179305 · The Putney School PY 2022 · Profit Sharing
The Putney School 403-B Plan · $18M · 72 · 75th
- PCT $18M
- EIN 72
- RANK 75th
- PHOTO Profit Sharing
- IND near Periodontal Associates, Inc. Profit-Sharing Plan and Trust
- EOY ind #2355
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 Educational Services retirement plans → · Plans in Vermont →
The Putney School 403-B Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $675K |
| Employer EIN | 030179305 |
| Plan Effective Date | 1993-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Putney School)
Sponsor-wide plan assets over time
All The Putney School plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 19.772623798067475% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $18M |
| 2023 | 1 | 82 | $20M |
| 2024 | 1 | 88 | $21M |
Nearby Profit Sharing Plans in Vermont
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Champlain College Defined Contribution Retirement Plan $94M · 450
- Retirement Plan for Employees of Howardcenter $80M · 1,265
- Burr and Burton Academy 403(b)Plan $24M · 159
- Aspire Living & Learning, Inc. 403(b) Plan $21M · 1,004
- Vermont Housing & Conservation Board Profit Sharing Plan $7M · 41
The Putney School 403-B Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Vermont, the nearest Profit Sharing by assets is Periodontal Associates, Inc. Profit-Sharing Plan and Trust in OH ($18M); by covered participants it is Rickey Bruening Inc. Profit Sharing Plan in CO (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 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.