401(k) · DOL Form 5500 · 2024
Putnam Investments, LLC 401(k) Plan
Data updated 2026-08-11
- $556M
- Total assets
- 1,270
- Participants
- 97th
- Percentile by assets
- $437,644
- Avg per participant
Official DOL plan name: The Putnam Retirement Plan · Sponsored by Putnam Investments, LLC · Colorado · Management of Enterprises
$556M in assets, 1,270 participants
Putnam Investments, LLC's The Putnam Retirement Plan reported $556M in total assets and 1,270 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #1,040 in Management of Enterprises (1,133 peers)
Coverage in Colorado
The Putnam Retirement Plan covers 1,270 participants in Colorado, 3.4x the typical Colorado plan (state average ~376 per filing). Assets: $556M.
- $556M
- total plan assets (2024 EOY)
- 1,270
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $437,644
- avg assets per participant
The plan reported a net loss of $95M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Putnam Retirement Plan reported net income fell from $147M in the plan year 2023 filing to -$95M in the plan year 2024 filing.
- The Putnam Retirement Plan end-of-year assets fell from $996M in the plan year 2023 filing to $556M in the plan year 2024 filing.
- The Putnam Retirement Plan reported participants fell from 1,316 in the plan year 2023 filing to 1,270 in the plan year 2024 filing.
Participants vs Colorado filers
In Colorado, the average filing covers about 376 participants across 2,719 plans. The Putnam Retirement Plan reports 1,270 participants - 3.4x that state average ($556M EOY assets).
Colorado filing particulars
| Total Assets (Beginning of Year) | $996M |
|---|---|
| Net Assets (End of Year) | $556M |
| Net Income | -$95M |
| Employer EIN | 261080669 |
| Plan Effective Date | 1961-06-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Putnam Investments, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,292 | $849M |
| 2023 | 1 | 1,316 | $996M |
| 2024 | 2 | 1,496 | $958M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Putnam Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Putnam Retirement Plan by total assets, not by location.
- Vinson & Elkins L. L. P. Retirement Plan a (TX) $556M · 780
- Hd Supply 401(k) Retirement Plan (GA) $556M · 11,753
- Colas Inc. and Subsidiaries 401(k) Savings Plan (NJ) $555M · 3,829
- Employers Mutual Casualty Company 401(k) Savings Plan (IA) $555M · 2,204
Frequently Asked Questions
How did The Putnam Retirement Plan assets move in 2024? ▼
How have Putnam Investments, LLC plan assets changed over time? ▼
Where does The Putnam Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Putnam Retirement Plan? ▼
Next read for The Putnam Retirement Plan
Filing takeaways
Ways to act on The Putnam Retirement Plan's numbers.
- By total assets, The Putnam Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Colorado. Compare plans
- Putnam Investments, LLC's sponsor-wide assets have grown 12.8% since 2022 across 3 plan years on file. More Management of Enterprises plans