ESOP · DOL Form 5500 · 2024
F.L. Putnam Investment Management Company ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 95
- Participants Small participant base
Official DOL plan name: F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan · Sponsored by F.L. Putnam Investment Management Company · Maine · Finance & Insurance
N/A in assets, 95 participants
F.L. Putnam Investment Management Company's F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan reported N/A in total assets and 95 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan holds N/A for 95 participants.
- -$3M
- reported net income
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan reported net income fell from $249K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan reported participants fell from 97 in the plan year 2023 filing to 95 in the plan year 2024 filing.
DOL schedule card
Filing strip 010462678 · F.L. Putnam Investment Management Company PY 2024 · ESOP
F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan · N/A · 95
- BOY N/A
- SCH 95
- EBSA PY 2024
- PART ESOP
- TYPE near Central-State Bancorp, Inc Employee Stock Ownership Plan
- NET -$3M
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 What is an ESOP? → · Plans in Maine →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$3M |
| Employer EIN | 010462678 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (F.L. Putnam Investment Management Company)
Sponsor-wide plan assets over time
All F.L. Putnam Investment Management Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $2M |
| 2023 | 1 | 97 | $3M |
| 2024 | 1 | 95 | N/A |
Nearby ESOP Plans in Maine
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sc Holdings, Inc. Employee Stock Ownership Plan $133M · 513
- Maine Drilling & Blasting Group Employee Stock Ownership Plan $92M · 440
- Johnnys Selected Seeds Employee Stock Ownership Plan $73M · 252
- Systems Engineering, Inc. Employee Stock Ownership Plan $51M · 178
- Portland Air Freight, Inc. Employee Stock Ownership Plan $49M · 80
F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan's closest out-of-state ESOP peers by headcount
Outside Maine, the nearest ESOP by covered participants is Central-State Bancorp, Inc Employee Stock Ownership Plan in MI (95 participants; this filing: 95 participants).
Similar participant headcount
Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.