401(k) · DOL Form 5500 · 2022

Donna Graham, Inc. 401(k) Plan

Data updated 2026-08-25

$615K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$615,434
Avg per participant High balance/head
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Official DOL plan name: Donna Graham, Inc. Retirement Plan · Sponsored by Donna Graham, Inc. · Oregon · Real Estate

$615K in assets, 1 participants

Donna Graham, Inc.'s Donna Graham, Inc. Retirement Plan reported $615K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,725 in Real Estate (5,057 peers)

What the 2022 filing shows

Donna Graham, Inc. Retirement Plan holds $615K for 1 participant - about $615,434 per participant, among the smaller plans by assets on file.

#1,725
in Real Estate (5,057 peers)
+5.2%
assets growth YoY

Donna Graham, Inc. Retirement Plan among the smaller filed plans by assets

Donna Graham, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$615,434 20th percentile higher than 20% of 139,123 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 2022

Donna Graham, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donna Graham, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 931247047 · Donna Graham, Inc. PY 2022 · 401(k)

Donna Graham, Inc. Retirement Plan · $615K · 1 · 20th

  • PHOTO $615K
  • PHOTO 1
  • PHOTO 20th
  • PHOTO 401(k)
  • PHOTO near Thayer Medical Corporation 401(k) Plan
  • PHOTO ind #1725

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 Real Estate retirement plans → · Plans in Oregon →

Donna Graham, Inc. Retirement Plan in the asset neighbourhood

Donna Graham, Inc. Retirement PlanDonna Graham, Inc. Retiremen…$615KThayer Medical Corporation 401(k) PlanThayer Medical Corporation 4…$615KGlobal K9 Protection Group LLC 401(k) Profit Sharing Plan & TrustGlobal K9 Protection Group L…$616KLl Synergy 401(k)$615KEta Compute, Inc. 401(k) Plan$616K
End-of-year total assets ($M) among Donna Graham, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$585K
Net Assets (End of Year)$615K
Net Income$30K
Employer EIN931247047
Plan Effective Date2013-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donna Graham, Inc.)

Sponsor-wide plan assets over time

All Donna Graham, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.62M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $615K
2023 1 1 $696K
2024 1 1 N/A

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Donna Graham, Inc. Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Donna Graham, Inc. Retirement Plan, Total assets ($B): 0.000615434 · Participants: 1Donna Graham, Inc. Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Donna Graham, Inc. Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Donna Graham, Inc. Retirement Plan side-by-side with 3 peers →

Donna Graham, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Thayer Medical Corporation 401(k) Plan in AZ ($615K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($615K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Donna Graham, Inc. Retirement Plan assets move in 2022? ▼
Donna Graham, Inc. Retirement Plan grew at a solid clip - up 5.2% during 2022, from $585K to $615K. Reported net income was $30K.
Where does Donna Graham, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Donna Graham, Inc. Retirement Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Donna Graham, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thayer Medical Corporation 401(k) Plan in AZ ($615K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Donna Graham, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 931247047.

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.