Profit Sharing · DOL Form 5500 · 2023

The Putney School Profit Sharing Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
82
Participants Small participant base
72nd
Percentile by assets National rank
$240,557
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Putney School 403-B Plan · Sponsored by The Putney School · Vermont · Educational Services

$20M in assets, 82 participants

The Putney School's The Putney School 403-B Plan reported $20M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,063 in Educational Services (3,735 peers)

The Putney School multi-year trail

The Putney School's plans moved +19.8% in assets from 2022 to 2024; this filing shows The Putney School 403-B Plan at $20M / 82 participants.

#2,063
in Educational Services (3,735 peers)
+11.5%
assets growth YoY

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 2023 · DOL Form 5500

$19,725,660 Top 28% higher than 72% 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

The Putney School 403-B 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. The Putney School 403-B Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Putney School 403-B Plan reported net income rose from $675K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Putney School 403-B Plan reported participants rose from 72 in the plan year 2022 filing to 82 in the plan year 2023 filing.
  • The Putney School 403-B Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030179305 · The Putney School PY 2023 · Profit Sharing

The Putney School 403-B Plan · $20M · 82 · 72nd

  • BOY $20M
  • BOY 82
  • BOY 72nd
  • BOY Profit Sharing
  • BOY near Kirkorian Enterprises LLC Profit Sharing Plan
  • BOY ind #2063

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

Goodwill of Central and Southern Indiana Inc. Discretionary Contribution Thrift PlanGoodwill of Central and Sout…$20MThe Putney School 403-B Plan$20MKirkorian Enterprises LLC Profit Sharing PlanKirkorian Enterprises LLC Pr…$20MWehco Profit Sharing Plan$20MNational Parks Conservation Association 401a Staff Retirement PlanNational Parks Conservation …$20M
End-of-year total assets ($M) among The Putney School 403-B Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Putney School multi-year asset trail

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
$16M$18M$20M$22M 202220232024 $17.7M $21.2M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 72 $18M
2023 1 82 $20M
2024 1 88 $21M

The Putney School filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN030179305
Plan Effective Date1993-11-01
Filing StatusFILING RECEIVED

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 Scatter plot of 6 data points. 050010001500 050100150 Total assets ($M) Participants The Putney School 403-B Plan, Total assets ($M): 19.72566 · Participants: 82The Putney School 403-B PlanChamplain College Defined Contribution Retirement Plan, Total assets ($M): 109.174879 · Participants: 450Champlain College Defined Contribution Retirement PlanRetirement Plan for Employees of Howardcenter, Total assets ($M): 97.55813 · Participants: 1272Retirement Plan for Employees of HowardcenterBurr and Burton Academy 403(b)Plan, Total assets ($M): 27.697369 · Participants: 174Burr and Burton Academy 403(b)PlanAspire Living & Learning, Inc. 403(b) Plan, Total assets ($M): 24.710386 · Participants: 996Aspire Living & Learning, Inc. 403(b) PlanUniversity of Vermont Foundation 403(b) Plan, Total assets ($M): 16.17965 · Participants: 76University of Vermont Foundation 403(b) Plan
The Putney School 403-B Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
Compare The Putney School 403-B Plan side-by-side with 3 peers →

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 Kirkorian Enterprises LLC Profit Sharing Plan in CA ($20M); by covered participants it is Employee Benefit Plan for Employees of Detroit Area Agency on Aging in MI (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 The Putney School 403-B Plan assets move in 2023? ▼
The Putney School 403-B Plan grew at a solid clip - up 11.5% during 2023, from $18M to $20M. Reported net income was $2M.
How have The Putney School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Putney School's sponsor-wide assets grew 19.8%, from $18M to $21M.
Which Profit Sharing plans are similar in size to The Putney School 403-B Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kirkorian Enterprises LLC Profit Sharing Plan in CA ($20M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to The Putney School 403-B Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Employee Benefit Plan for Employees of Detroit Area Agency on Aging in MI (82 participants, $6M 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 030179305.

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.