Profit Sharing · DOL Form 5500 · 2022
The Putney School Profit Sharing Plan
Data updated 2026-08-11
- $18M
- Total assets
- 72
- Participants
- 75th
- Percentile by assets
- $245,601
- Avg per participant
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.
- 75th percentile by assets (of 139,126 plans)
- #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.
- $18M
- total plan assets (2022 EOY)
- 72
- covered participants
- 75th
- percentile by assets (of 139,126 plans)
- $245,601
- avg assets per participant
The Putney School 403-B Plan vs the 2022 asset distribution
By assets, The Putney School 403-B Plan outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
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)
| 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.
The Putney School 403-B Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Putney School 403-B Plan by total assets, not by location.
Frequently Asked Questions
How did The Putney School 403-B Plan assets move in 2022? ▼
How have The Putney School plan assets changed over time? ▼
Where does The Putney School 403-B Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Putney School 403-B Plan? ▼
Next read for The Putney School 403-B Plan
Scale reading
Ways to act on The Putney School 403-B Plan's numbers.
- By total assets, The Putney School 403-B Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Vermont. Compare plans
- The Putney School's sponsor-wide assets have grown 19.8% since 2022 across 3 plan years on file. More Educational Services plans