Profit Sharing · DOL Form 5500 · 2024
The Putney School Profit Sharing Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $240,679
- Avg per participant Above avg balance/head
Official DOL plan name: The Putney School 403-B Plan · Sponsored by The Putney School · Vermont · Educational Services
$21M in assets, 88 participants
The Putney School's The Putney School 403-B Plan reported $21M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #1,972 in Educational Services (3,638 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 $21M / 88 participants.
- #1,972
- in Educational Services (3,638 peers)
- +7.4%
- 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 2024 · DOL Form 5500
$21,179,744 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Putney School 403-B Plan among smaller filed plans by headcount
Plan-year 2024 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 (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Putney School 403-B Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Putney School 403-B Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- The Putney School 403-B Plan reported participants rose from 82 in the plan year 2023 filing to 88 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 030179305 · The Putney School PY 2024 · Profit Sharing
The Putney School 403-B Plan · $21M · 88 · 71st
- RANK $21M
- RANK 88
- RANK 71st
- RANK Profit Sharing
- RANK near Uricchio, Howe & Krell, P. a. Profit Sharing Plan
- RANK ind #1972
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $18M |
| 2023 | 1 | 82 | $20M |
| 2024 | 1 | 88 | $21M |
The Putney School filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $1M |
| 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.
- Retirement Plan for Employees of Howardcenter $110M · 1,261
- Burr and Burton Academy 403(b)Plan $30M · 176
- University of Vermont Foundation 403(b) Plan $17M · 81
- Vermont Housing & Conservation Board Profit Sharing Plan $8M · 49
- Cv Oil Company Profit Sharing Plan $7M · 24
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 Uricchio, Howe & Krell, P. a. Profit Sharing Plan in SC ($21M); by covered participants it is Karman Inc Profit Sharing Plan in CO (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Karman Inc Profit Sharing Plan (CO) 88 · 0 off
- The Contractors Retirement Plan (MD) 88 · 0 off
- Alamo Cement Company Hourly Retirement Plan (TX) 88 · 0 off
- New-Com, Inc. Employees Profit Sharing Plan (NV) 88 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.