401(k) · DOL Form 5500 · 2022

Graham Enterprise, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
235
Participants Below avg headcount
77th
Percentile by assets National rank
$83,924
Avg per participant Below avg balance/head
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Official DOL plan name: Graham Enterprise 401(k) Profit Sharing Plan · Sponsored by Graham Enterprise, Inc. · Illinois · Retail Trade

$20M in assets, 235 participants

Graham Enterprise, Inc.'s Graham Enterprise 401(k) Profit Sharing Plan reported $20M in total assets and 235 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #8,213 in Retail Trade (9,519 peers)

Coverage in Illinois

Graham Enterprise 401(k) Profit Sharing Plan covers 235 participants in Illinois, about 30% of the average Illinois filer (state average ~779 per filing). Assets: $20M.

#8,213
in Retail Trade (9,519 peers)
-19.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$19,722,122 Top 23% higher than 77% 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 Enterprise 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. Graham Enterprise 401(k) Profit Sharing Plan sits mid-pack in the medium band (235 participants).

DOL schedule card

Filing strip 363728266 · Graham Enterprise, Inc. PY 2022 · 401(k)

Graham Enterprise 401(k) Profit Sharing Plan · $20M · 235 · 77th

  • BOOK $20M
  • BOOK 235
  • BOOK 77th
  • BOOK 401(k)
  • BOOK near Yougov America Inc 401(k) Profit Sharing Plan & Trust
  • BOOK ind #8213

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 Retail Trade retirement plans → · Plans in Illinois →

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

Graham Enterprise 401(k) Profit Sharing PlanGraham Enterprise 401(k) Pro…$20MYougov America Inc 401(k) Profit Sharing Plan & TrustYougov America Inc 401(k) Pr…$20MGong.Io Inc. 401(k) Plan$20MThe Cavender Employee Capital Accumulation PlanThe Cavender Employee Capita…$20MRobroy Industries, Inc. 401(k) Savings PlanRobroy Industries, Inc. 401(…$20M
End-of-year total assets ($M) among Graham Enterprise 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$20M
Net Income-$5M
Employer EIN363728266
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Enterprise, Inc.)

Sponsor-wide plan assets over time

All Graham Enterprise, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 32.54663975813556% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.7M $26.1M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 235 $20M
2023 1 212 $23M
2024 1 251 $26M

Nearby 401(k) Plans in Illinois

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

Graham Enterprise 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Graham Enterprise 401(k) Profit Sharing Plan, Total assets ($B): 0.019722122 · Participants: 235Graham Enterprise 401(k) Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Graham Enterprise 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Graham Enterprise 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Yougov America Inc 401(k) Profit Sharing Plan & Trust in CA ($20M); by covered participants it is Pinterest 401(k) Plan in CA (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Enterprise 401(k) Profit Sharing Plan assets move in 2022? ▼
Graham Enterprise 401(k) Profit Sharing Plan declined sharply - down 19.9% during 2022, from $25M to $20M. Reported net income was -$5M.
How have Graham Enterprise, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Enterprise, Inc.'s sponsor-wide assets grew 32.5%, from $20M to $26M.
Where does Graham Enterprise 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Graham Enterprise 401(k) Profit Sharing Plan ranks in the 77th 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 Graham Enterprise 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yougov America Inc 401(k) Profit Sharing Plan & Trust in CA ($20M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Graham Enterprise 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinterest 401(k) Plan in CA (235 participants, $5M 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 363728266.

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.