401(k) · DOL Form 5500 · 2022

Graham Companies 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
410
Participants Below avg headcount
83rd
Percentile by assets National rank
$73,886
Avg per participant Below avg balance/head
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Official DOL plan name: Graham Companies Retirement Savings Plan · Sponsored by Graham Companies · Pennsylvania · Manufacturing

$30M in assets, 410 participants

Graham Companies's Graham Companies Retirement Savings Plan reported $30M in total assets and 410 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,622 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

Graham Companies Retirement Savings Plan covers 410 participants in Pennsylvania, about 50% of the average Pennsylvania filer (state average ~822 per filing). Assets: $30M.

#15,622
in Manufacturing (20,602 peers)
-43.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Graham Companies Retirement Savings Plan's outsized position by total assets

Graham Companies Retirement Savings Plan vs every filed plan by assets

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

$30,293,284 Top 17% higher than 83% 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 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. Graham Companies Retirement Savings Plan sits mid-pack in the medium band (410 participants).

Published 5500 schedule card

Filing strip 231988068 · Graham Companies PY 2022 · 401(k)

Graham Companies Retirement Savings Plan · $30M · 410 · 83rd

  • NET $30M
  • NET 410
  • NET 83rd
  • NET 401(k)
  • NET near Liberty Dental Plan Corporation 401(k) Plan
  • NET ind #15622

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Graham Companies Retirement Savings Plan in the asset neighbourhood

Pine River Domestic Management 401(k) Profit Sharing PlanPine River Domestic Manageme…$30MGraham Companies Retirement Savings PlanGraham Companies Retirement …$30MLiberty Dental Plan Corporation 401(k) PlanLiberty Dental Plan Corporat…$30MSet Environmental, Inc. 401(k) Savings PlanSet Environmental, Inc. 401(…$30MKoll Bren Schreiber Realty Advisors Employees' 401(k) PlanKoll Bren Schreiber Realty A…$30M
End-of-year total assets ($M) among Graham Companies Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$30M
Net Income-$11M
Employer EIN231988068
Plan Effective Date1986-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Companies)

Sponsor-wide plan assets over time

All Graham Companies 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 401(k) Plans in Pennsylvania

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

Graham Companies Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Graham Companies Retirement Savings Plan, Total assets ($B): 0.030293284 · Participants: 410Graham Companies Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Graham Companies Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Graham Companies Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Liberty Dental Plan Corporation 401(k) Plan in CA ($30M); by covered participants it is Nysut Staff 401(k) Plan in NY (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Retirement Savings Plan assets move in 2022?
Graham Companies Retirement Savings Plan contracted severely - down 43.2% during 2022, from $53M to $30M. Reported net income was -$11M.
How have Graham Companies plan assets changed over time?
Across 3 plan years on file (2022-2024), Graham Companies's sponsor-wide assets grew 2.3%, from $77M to $79M.
Where does Graham Companies Retirement Savings Plan rank by assets among Form 5500 filers?
Graham Companies Retirement Savings Plan ranks in the 83rd 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 Companies Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Liberty Dental Plan Corporation 401(k) Plan in CA ($30M, 1,074 participants).
Which 401(k) plans cover a similar participant headcount to Graham Companies Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Nysut Staff 401(k) Plan in NY (410 participants, $211M in assets).