ESOP · DOL Form 5500 · 2022

William a Graham Company ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
232
Participants Below avg headcount
80th
Percentile by assets National rank
$103,783
Avg per participant Below avg balance/head
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Official DOL plan name: The Graham Company Employee Stock Ownership Plan · Sponsored by William a Graham Company · Pennsylvania · Finance & Insurance

$24M in assets, 232 participants

William a Graham Company's The Graham Company Employee Stock Ownership Plan reported $24M in total assets and 232 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,280 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

The Graham Company Employee Stock Ownership Plan covers 232 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.

#6,280
in Finance & Insurance (9,261 peers)
-14.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Graham Company Employee Stock Ownership Plan's outsized position by total assets

The Graham Company Employee Stock Ownership Plan vs every filed plan by assets

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

$24,077,752 Top 20% higher than 80% 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 Employee Stock Ownership 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 Employee Stock Ownership Plan sits mid-pack in the medium band (232 participants).

EBSA filing schedule strip

Filing strip 231570876 · William a Graham Company PY 2022 · ESOP

The Graham Company Employee Stock Ownership Plan · $24M · 232 · 80th

  • BOOK $24M
  • BOOK 232
  • BOOK 80th
  • BOOK ESOP
  • BOOK near Auto Custom Carpets, Inc. Employee Stock Ownership Plan
  • BOOK ind #6280

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 What is an ESOP? → · Plans in Pennsylvania →

The Graham Company Employee Stock Ownership Plan in the asset neighbourhood

Barr & Barr, Inc. Employee Stock Ownership PlanBarr & Barr, Inc. Employee S…$24MCsg Consultants, Inc. Employee Stock Ownership PlanCsg Consultants, Inc. Employ…$24MRobert Peccia & Associates, Inc. Employee Stock Ownership Plan and TrustRobert Peccia & Associates, …$24MAuto Custom Carpets, Inc. Employee Stock Ownership PlanAuto Custom Carpets, Inc. Em…$24MThe Graham Company Employee Stock Ownership PlanThe Graham Company Employee …$24M
End-of-year total assets ($M) among The Graham Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN231570876
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William a Graham Company)

Sponsor-wide plan assets over time

All William a 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 ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Graham Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants The Graham Company Employee Stock Ownership Plan, Total assets ($B): 0.024077752 · Participants: 232The Graham Company Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
The Graham Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare The Graham Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Graham Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Auto Custom Carpets, Inc. Employee Stock Ownership Plan in AL ($24M); by covered participants it is Bloedorn Lumber Co. & Subsidiaries ESOP in WY (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Employee Stock Ownership Plan assets move in 2022? ▼
The Graham Company Employee Stock Ownership Plan pulled back noticeably - down 14.5% during 2022, from $28M to $24M. Reported net income was -$4M.
How have William a Graham Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William a Graham Company's sponsor-wide assets declined 60.0%, from $82M to $33M.
Where does The Graham Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Graham Company Employee Stock Ownership Plan ranks in the 80th 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 ESOP plans are similar in size to The Graham Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Auto Custom Carpets, Inc. Employee Stock Ownership Plan in AL ($24M, 223 participants).
Which ESOP plans cover a similar participant headcount to The Graham Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bloedorn Lumber Co. & Subsidiaries ESOP in WY (232 participants, $31M 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.