Defined Benefit (Pension) · DOL Form 5500 · 2022

Graham Capital Company Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
21
Participants Small participant base
87th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Graham Companies Pension Plan · Sponsored by Graham Capital Company · Pennsylvania · Professional & Technical Services

$47M in assets, 21 participants

Graham Capital Company's Graham Companies Pension Plan reported $47M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #19,060 in Professional & Technical Services (21,562 peers)

Where Graham Companies Pension Plan sits by assets

Graham Companies Pension Plan sits in the top quartile of all filed plans by assets, $47M for 21 participants (~$2.2M/participant), down 21.8% in 2022.

#19,060
in Professional & Technical Services (21,562 peers)
-21.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Graham Companies Pension Plan's outsized position by total assets

Graham Companies Pension Plan vs every filed plan by assets

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

$46,782,767 Top 13% higher than 87% 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

Graham Companies Pension 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 Companies Pension Plan is a small filing (21 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 231988068 · Graham Capital Company PY 2022 · Defined Benefit (Pension)

Graham Companies Pension Plan · $47M · 21 · 87th

  • VS-ST $47M
  • BOY 21
  • SCH 87th
  • EBSA Defined Benefit (Pension)
  • PART near Alstom Employees Retirement Plan
  • TYPE ind #19060

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Graham Companies Pension Plan in the asset neighbourhood

Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension PlanRockford Area Dairy Industry…$47MGraham Companies Pension Plan$47MAlstom Employees Retirement PlanAlstom Employees Retirement …$47MCentral New York Laborers' Pension FundCentral New York Laborers' P…$47ML3harris Pension Plan for Employees in the Electronic Systems/Integrated Electronic Warfare Systems Bargaining UnitL3harris Pension Plan for Em…$47M
End-of-year total assets ($M) among Graham Companies Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$47M
Net Income-$13M
Employer EIN231988068
Plan Effective Date1967-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Capital Company)

Sponsor-wide plan assets over time

All Graham Capital Company plans reported in each filing year

Latest sponsor-wide plan assets
$79M 2.305761617185084% vs 2022
2024 filing year
$76M$77M$78M$79M$80M 202220232024 $77.1M $78.9M ▲ +2.3%
Year Plans Participants Total Assets
2022 2 431 $77M
2023 2 37 $77M
2024 2 39 $79M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Graham Companies Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Graham Companies Pension Plan, Total assets ($B): 0.046782767 · Participants: 21Graham Companies Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Graham Companies Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Graham Companies Pension Plan side-by-side with 3 peers →

Graham Companies Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Alstom Employees Retirement Plan in WA ($47M); by covered participants it is Halliburton Retirement Plan in TX (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Graham Companies Pension Plan assets move in 2022? ▼
Graham Companies Pension Plan declined sharply - down 21.8% during 2022, from $60M to $47M. Reported net income was -$13M.
How have Graham Capital Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Capital Company's sponsor-wide assets grew 2.3%, from $77M to $79M.
Where does Graham Companies Pension Plan rank by assets among Form 5500 filers? ▼
Graham Companies Pension Plan ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Graham Companies Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alstom Employees Retirement Plan in WA ($47M, 34 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Graham Companies Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Halliburton Retirement Plan in TX (21 participants, $36M 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 231988068.

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.