401(k) · DOL Form 5500 · 2024

Putnam Investments, LLC 401(k) Plan

Data updated 2026-08-25

$556M
Total assets Above avg plan size
1,270
Participants Near avg headcount
97th
Percentile by assets National rank
$437,644
Avg per participant High balance/head
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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.

  • #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.

#1,040
in Management of Enterprises (1,133 peers)
-44.2%
assets change YoY
5.6×
vs typical plan assets (national mean)

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.

The Putnam Retirement Plan's outsized position by total assets

The Putnam Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$555,808,129 Top 3% higher than 97% of 123,620 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 2024

The Putnam Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Putnam Retirement Plan lands in the large band (1,270 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 261080669 · Putnam Investments, LLC PY 2024 · 401(k)

The Putnam Retirement Plan · $556M · 1,270 · 97th

  • BOOK $556M
  • VS-ST 1,270
  • BOY 97th
  • SCH 401(k)
  • EBSA near Vinson & Elkins L. L. P. Retirement Plan a
  • PART ind #1040

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 Management of Enterprises retirement plans → · Plans in Colorado →

The Putnam Retirement Plan in the asset neighbourhood

Hd Supply 401(k) Retirement PlanHd Supply 401(k) Retirement …$556MVinson & Elkins L. L. P. Retirement Plan aVinson & Elkins L. L. P. Ret…$556MThe Putnam Retirement Plan$556MColas Inc. and Subsidiaries 401(k) Savings PlanColas Inc. and Subsidiaries …$555MEmployers Mutual Casualty Company 401(k) Savings PlanEmployers Mutual Casualty Co…$555M
End-of-year total assets ($M) among The Putnam Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$996M
Net Assets (End of Year)$556M
Net Income-$95M
Employer EIN261080669
Plan Effective Date1961-06-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Putnam Investments, LLC)

Sponsor-wide plan assets over time

All Putnam Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$958M 12.784949518952155% vs 2022
2024 filing year
$800M$850M$900M$950M$1,000M$1,050M 202220232024 $849M $958M ▲ +12.8%
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 Scatter plot of 6 data points. -20000020000400006000080000 01234 Total assets ($B) Participants The Putnam Retirement Plan, Total assets ($B): 0.555808129 · Participants: 1270The Putnam Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
The Putnam Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare The Putnam Retirement Plan side-by-side with 3 peers →

The Putnam Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Vinson & Elkins L. L. P. Retirement Plan a in TX ($556M); by covered participants it is Silgan Retirement Savings Plan in CA (1,270 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($556M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,270 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.

Frequently Asked Questions

How did The Putnam Retirement Plan assets move in 2024? ▼
The Putnam Retirement Plan contracted severely - down 44.2% during 2024, from $996M to $556M. Reported net income was -$95M.
How have Putnam Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Putnam Investments, LLC's sponsor-wide assets grew 12.8%, from $849M to $958M.
Where does The Putnam Retirement Plan rank by assets among Form 5500 filers? ▼
The Putnam Retirement Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Putnam Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vinson & Elkins L. L. P. Retirement Plan a in TX ($556M, 780 participants).
Which 401(k) plans cover a similar participant headcount to The Putnam Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Silgan Retirement Savings Plan in CA (1,270 participants, $331M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261080669.

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.