Profit Sharing · DOL Form 5500 · 2023
The Putney School Profit Sharing Plan
Data updated 2026-08-11
- $20M
- Total assets
- 82
- Participants
- 72nd
- Percentile by assets
- $240,557
- Avg per participant
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.
- 72nd percentile by assets (of 127,072 plans)
- #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.
- $20M
- total plan assets (2023 EOY)
- 82
- covered participants
- 72nd
- percentile by assets (of 127,072 plans)
- $240,557
- avg assets per participant
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.
The Putney School across 3 plan years on file
Across the 3 plan years The Putney School has on file (2022-2024), sponsor-wide plan assets have moved from $18M to $21M, a gain of 19.8%, while reported participants moved from 72 to 88 (+22.2%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($18M).
The Putney School multi-year asset trail
| 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 EIN | 030179305 |
| Plan Effective Date | 1993-11-01 |
| Filing Status | FILING 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
- Champlain College Defined Contribution Retirement Plan $109M · 450
- Retirement Plan for Employees of Howardcenter $98M · 1,272
- Burr and Burton Academy 403(b)Plan $28M · 174
- Aspire Living & Learning, Inc. 403(b) Plan $25M · 996
- University of Vermont Foundation 403(b) Plan $16M · 76
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 2023? ▼
How have The Putney School plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to The Putney School 403-B Plan? ▼
Next read for The Putney School 403-B Plan
Multi-year trail
Ways to act on The Putney School 403-B Plan's numbers.
- By total assets, The Putney School 403-B Plan ranks above the median plan 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