Profit Sharing · DOL Form 5500 · 2023
Allen M. Putterman, Md Sc Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $2.2M
- Avg per participant High balance/head
Official DOL plan name: Allen M. Putterman Md Sc Profit Sharing Plan and Trust · Sponsored by Allen M. Putterman, Md Sc · Illinois · Healthcare & Social Assistance
$4M in assets, 2 participants
Allen M. Putterman, Md Sc's Allen M. Putterman Md Sc Profit Sharing Plan and Trust reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,926 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Allen M. Putterman Md Sc Profit Sharing Plan and Trust declined sharply 29.7% in 2023 ($6M → $4M) for 2 participants.
- #7,926
- in Healthcare & Social Assistance (17,684 peers)
- -29.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allen M. Putterman Md Sc Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Allen M. Putterman Md Sc Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,318,804 42nd percentile higher than 42% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Allen M. Putterman Md Sc Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allen M. Putterman Md Sc Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allen M. Putterman Md Sc Profit Sharing Plan and Trust reported net income fell from -$846K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Allen M. Putterman Md Sc Profit Sharing Plan and Trust end-of-year assets fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 362751109 · Allen M. Putterman, Md Sc PY 2023 · Profit Sharing
Allen M. Putterman Md Sc Profit Sharing Plan and Trust · $4M · 2 · 42nd
- PCT $4M
- PCT 2
- PCT 42nd
- PCT Profit Sharing
- PCT near North American Security Retirement Plan
- PCT ind #7926
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Allen M. Putterman Md Sc Profit Sharing Plan and Trust in the asset neighbourhood
Allen M. Putterman, Md Sc years around the 2023 move
Sponsor-wide plan assets over time
All Allen M. Putterman, Md Sc plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $6M |
| 2023 | 1 | 2 | $4M |
| 2024 | 1 | 2 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 362751109 |
| Plan Effective Date | 2016-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Allen M. Putterman Md Sc Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is North American Security Retirement Plan in OK ($4M); by covered participants it is Kramatron Precision Inc - Profit Sharing Plan in NJ (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.