401(k) · DOL Form 5500 · 2022

The Graham Company 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
201
Participants Below avg headcount
89th
Percentile by assets National rank
$290,433
Avg per participant High balance/head
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Official DOL plan name: The Graham Company 401(k) Profit Sharing Plan · Sponsored by The Graham Company · Pennsylvania · Finance & Insurance

$58M in assets, 201 participants

The Graham Company's The Graham Company 401(k) Profit Sharing Plan reported $58M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,653 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

The Graham Company 401(k) Profit Sharing Plan covers 201 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $58M.

#7,653
in Finance & Insurance (9,261 peers)
-16.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Graham Company 401(k) Profit Sharing Plan's outsized position by total assets

The Graham Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$58,377,116 Top 11% higher than 89% 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

The Graham Company 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Graham Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (201 participants).

DOL schedule card

Filing strip 231570876 · The Graham Company PY 2022 · 401(k)

The Graham Company 401(k) Profit Sharing Plan · $58M · 201 · 89th

  • TYPE $58M
  • TYPE 201
  • TYPE 89th
  • TYPE 401(k)
  • TYPE near Smtbny 401(k) Plan
  • TYPE ind #7653

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 Pennsylvania →

The Graham Company 401(k) Profit Sharing Plan in the asset neighbourhood

The Graham Company 401(k) Profit Sharing PlanThe Graham Company 401(k) Pr…$58MSmtbny 401(k) Plan$58MSekisui America Corporation Retirement Savings PlanSekisui America Corporation …$58MUnion Home Mortgage Corporation 401(k) PlanUnion Home Mortgage Corporat…$58MNuscale Power, LLC 401(k) PlanNuscale Power, LLC 401(k) Pl…$58M
End-of-year total assets ($M) among The Graham Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$58M
Net Income-$11M
Employer EIN231570876
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Graham Company)

Sponsor-wide plan assets over time

All The Graham Company plans reported in each filing year

Latest sponsor-wide plan assets
$33M 59.97874255283509% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $82.5M $33M ▼ -60.0%
Year Plans Participants Total Assets
2022 2 433 $82M
2023 3 636 $31M
2024 1 N/A $33M

Nearby 401(k) Plans in Pennsylvania

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

The Graham Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Graham Company 401(k) Profit Sharing Plan, Total assets ($B): 0.058377116 · Participants: 201The Graham Company 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
The Graham Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Graham Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Graham Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Smtbny 401(k) Plan in NY ($58M); by covered participants it is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 participants); 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 The Graham Company 401(k) Profit Sharing Plan assets move in 2022? ▼
The Graham Company 401(k) Profit Sharing Plan declined sharply - down 16.2% during 2022, from $70M to $58M. Reported net income was -$11M.
How have The Graham Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Graham Company's sponsor-wide assets declined 60.0%, from $82M to $33M.
Where does The Graham Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Graham Company 401(k) Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Graham Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smtbny 401(k) Plan in NY ($58M, 195 participants).
Which 401(k) plans cover a similar participant headcount to The Graham Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants, 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 231570876.

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.