Profit Sharing · DOL Form 5500 · 2024

Putnam-Greene Financial Corporation Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
29th
Percentile by assets National rank
$270,463
Avg per participant High balance/head
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Official DOL plan name: Putnam-Greene Financial Corporation Profit Sharing Plan · Sponsored by Putnam-Greene Financial Corporation · Georgia · Finance & Insurance

$2M in assets, 7 participants

Putnam-Greene Financial Corporation's Putnam-Greene Financial Corporation Profit Sharing Plan reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,536 in Finance & Insurance (8,549 peers)

Putnam-Greene Financial Corporation multi-year trail

Putnam-Greene Financial Corporation's plans moved +97.7% in assets from 2022 to 2024; this filing shows Putnam-Greene Financial Corporation Profit Sharing Plan at $2M / 7 participants.

#1,536
in Finance & Insurance (8,549 peers)
+36.3%
assets growth YoY

Putnam-Greene Financial Corporation Profit Sharing Plan among the smaller filed plans by assets

Putnam-Greene Financial Corporation Profit Sharing Plan vs every filed plan by assets

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

$1,893,243 29th percentile higher than 29% 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

Putnam-Greene Financial Corporation Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Putnam-Greene Financial Corporation Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Putnam-Greene Financial Corporation Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Putnam-Greene Financial Corporation Profit Sharing Plan reported net income rose from $432K in the plan year 2023 filing to $504K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 581766576 · Putnam-Greene Financial Corporation PY 2024 · Profit Sharing

Putnam-Greene Financial Corporation Profit Sharing Plan · $2M · 7 · 29th

  • EOY $2M
  • EOY 7
  • EOY 29th
  • EOY Profit Sharing
  • EOY near O'rourke & Akers, PA Profit Sharing Plan and Trust
  • EOY ind #1536

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 Finance & Insurance retirement plans → · Plans in Georgia →

Putnam-Greene Financial Corporation Profit Sharing Plan in the asset neighbourhood

Putnam-Greene Financial Corporation Profit Sharing PlanPutnam-Greene Financial Corp…$2MO'rourke & Akers, PA Profit Sharing Plan and TrustO'rourke & Akers, PA Profit …$2MTefra Amended and Restated R.P. Luce & Company Profit Sharing PlanTefra Amended and Restated R…$2MC. Dicovskiy Medical Group Profit Sharing PlanC. Dicovskiy Medical Group P…$2MBarry N. Stein, Dds, Ltd. Profit Sharing PlanBarry N. Stein, Dds, Ltd. Pr…$2M
End-of-year total assets ($M) among Putnam-Greene Financial Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Putnam-Greene Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Putnam-Greene Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 97.68334003330845% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.96M $1.89M ▲ +96.9%
Year Plans Participants Total Assets
2022 1 7 $958K
2023 1 7 $1M
2024 1 7 $2M

Putnam-Greene Financial Corporation filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$504K
Employer EIN581766576
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Putnam-Greene Financial Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Putnam-Greene Financial Corporation Profit Sharing Plan, Total assets ($B): 0.001893243 · Participants: 7Putnam-Greene Financial Corporation Profit Sharing PlanEmory University Retirement Plan, Total assets ($B): 5.539809573 · Participants: 18936Emory University Retirement PlanCrh Americas 401(k) Plan, Total assets ($B): 4.190915312 · Participants: 35710Crh Americas 401(k) PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.770557878 · Participants: 23760Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 1.029232488 · Participants: 2448The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.39078983 · Participants: 12290Childrens Healthcare of Atlanta Growth Plan
Putnam-Greene Financial Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Putnam-Greene Financial Corporation Profit Sharing Plan side-by-side with 3 peers →

Putnam-Greene Financial Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is O'rourke & Akers, PA Profit Sharing Plan and Trust in FL ($2M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Putnam-Greene Financial Corporation Profit Sharing Plan assets move in 2024? ▼
Putnam-Greene Financial Corporation Profit Sharing Plan surged - up 36.3% during 2024, from $1M to $2M. Reported net income was $504K.
How have Putnam-Greene Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Putnam-Greene Financial Corporation's sponsor-wide assets grew 97.7%, from $958K to $2M.
Which Profit Sharing plans are similar in size to Putnam-Greene Financial Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is O'rourke & Akers, PA Profit Sharing Plan and Trust in FL ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Putnam-Greene Financial Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K 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 581766576.

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.