401(k) · DOL Form 5500 · 2022
Graef-USA Inc. 401(k) Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 270
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $223,286
- Avg per participant Above avg balance/head
Official DOL plan name: Graef Retirement Savings Plan · Sponsored by Graef-USA Inc. · Wisconsin · Professional & Technical Services
$60M in assets, 270 participants
Graef-USA Inc.'s Graef Retirement Savings Plan reported $60M in total assets and 270 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.
- #19,519 in Professional & Technical Services (21,562 peers)
Coverage in Wisconsin
Graef Retirement Savings Plan covers 270 participants in Wisconsin, about 48% of the average Wisconsin filer (state average ~563 per filing). Assets: $60M.
- #19,519
- in Professional & Technical Services (21,562 peers)
- -11.5%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Graef Retirement Savings Plan's outsized position by total assets
Graef Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$60,287,094 Top 11% higher than 89% 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
Graef Retirement Savings 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. Graef Retirement Savings Plan sits mid-pack in the medium band (270 participants).
Form 5500 schedule snapshot
Filing strip 391083592 · Graef-USA Inc. PY 2022 · 401(k)
Graef Retirement Savings Plan · $60M · 270 · 89th
- EBSA $60M
- PART 270
- TYPE 89th
- NET 401(k)
- BOOK near Fabcon Companies, LLC. Profit Sharing and 401(k) Plan
- VS-ST ind #19519
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 Wisconsin →
Graef Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | -$8M |
| Employer EIN | 391083592 |
| Plan Effective Date | 1968-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Graef-USA Inc.)
Sponsor-wide plan assets over time
All Graef-USA Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 29.234586667305823% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 536 | $65M |
| 2023 | 2 | 594 | $77M |
| 2024 | 2 | 612 | $84M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Graef Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Fabcon Companies, LLC. Profit Sharing and 401(k) Plan in MN ($60M); by covered participants it is Maxair Mechanical 401(k) Plan in GA (270 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Fabcon Companies, LLC. Profit Sharing and 401(k) Plan (MN) $60M · 1,079
- Midflorida Credit Union Capital Accumulation Plan (FL) $60M · 1,145
- Citizens & Northern Corporation Savings & Retirement Plan (PA) $60M · 409
- Ashcroft Inc. 401(k) Plan (CT) $60M · 347
Similar participant headcount
Nearest other-state filings by covered participants (270 participants); asset peers above are excluded.
- Maxair Mechanical 401(k) Plan (GA) 270 · 0 off
- U. S. Steel Tubular Services Savings Plan (PA) 270 · 0 off
- The Sheakley Group of Companies 401(k) (OH) 270 · 0 off
- Frost Management Company 401(k) Profit Sharing Plan (FL) 270 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.