401(k) · DOL Form 5500 · 2022
Graham & Company, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $186,117
- Avg per participant Above avg balance/head
Official DOL plan name: Graham & Company, LLC 401(k) Plan · Sponsored by Graham & Company, LLC · Alabama · Real Estate
$7M in assets, 35 participants
Graham & Company, LLC's Graham & Company, LLC 401(k) Plan reported $7M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.
- #3,685 in Real Estate (5,057 peers)
Graham & Company, LLC multi-year trail
Graham & Company, LLC's plans moved +42.6% in assets from 2022 to 2024; this filing shows Graham & Company, LLC 401(k) Plan at $7M / 35 participants.
- #3,685
- in Real Estate (5,057 peers)
- -12.7%
- assets change YoY
The plan reported a net loss of $946K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Graham & Company, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Graham & Company, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,514,083 Top 44% higher than 56% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Graham & Company, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Graham & Company, LLC 401(k) Plan is a small filing (35 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 208911602 · Graham & Company, LLC PY 2022 · 401(k)
Graham & Company, LLC 401(k) Plan · $7M · 35 · 56th
- VS-ST $7M
- BOY 35
- SCH 56th
- EBSA 401(k)
- PART near Ser-Metro Salary Reduction Plan and Trust
- TYPE ind #3685
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 Alabama →
Graham & Company, LLC 401(k) Plan in the asset neighbourhood
Graham & Company, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Graham & Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 42.61514629150411% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $7M |
| 2023 | 1 | 34 | $8M |
| 2024 | 1 | 37 | $9M |
Graham & Company, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$946K |
| Employer EIN | 208911602 |
| Plan Effective Date | 1987-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Graham & Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Ser-Metro Salary Reduction Plan and Trust in MI ($7M); by covered participants it is Toms Offroad 401(k) Plan in OR (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (35 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.