Profit Sharing · DOL Form 5500 · 2022

Stuart Graham Company Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$553,011
Avg per participant High balance/head
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Official DOL plan name: Stuart Graham Company Employee Profit Sharing Plan · Sponsored by Stuart Graham Company · Oklahoma · Real Estate

$1M in assets, 2 participants

Stuart Graham Company's Stuart Graham Company Employee Profit Sharing Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,169 in Real Estate (5,057 peers)

Stuart Graham Company multi-year trail

Stuart Graham Company's plans moved +15.2% in assets from 2022 to 2024; this filing shows Stuart Graham Company Employee Profit Sharing Plan at $1M / 2 participants.

#2,169
in Real Estate (5,057 peers)
+4.3%
assets growth YoY

Stuart Graham Company Employee Profit Sharing Plan among the smaller filed plans by assets

Stuart Graham Company Employee Profit Sharing Plan vs every filed plan by assets

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

$1,106,021 26th percentile higher than 26% 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

Stuart Graham Company Employee Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stuart Graham Company Employee Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 260639309 · Stuart Graham Company PY 2022 · Profit Sharing

Stuart Graham Company Employee Profit Sharing Plan · $1M · 2 · 26th

  • 5500 $1M
  • 5500 2
  • 5500 26th
  • 5500 Profit Sharing
  • 5500 near Dale R Schmid Dds PC Employees' Profit Sharing Trust
  • 5500 ind #2169

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 Real Estate retirement plans → · Plans in Oklahoma →

Stuart Graham Company Employee Profit Sharing Plan in the asset neighbourhood

Stuart Graham Company Employee Profit Sharing PlanStuart Graham Company Employ…$1MDale R Schmid Dds PC Employees' Profit Sharing TrustDale R Schmid Dds PC Employe…$1MJohn O'brien Dds, P.C. Profit Sharing Plan and TrustJohn O'brien Dds, P.C. Profi…$1MNorth Star Coal Company Non-Bargaining Employees' Profit Sharing PlanNorth Star Coal Company Non-…$1MMiguel a. Colon Perez Profit Sharing Retiremen TplanMiguel a. Colon Perez Profit…$1M
End-of-year total assets ($M) among Stuart Graham Company Employee Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Stuart Graham Company multi-year asset trail

Sponsor-wide plan assets over time

All Stuart Graham Company plans reported in each filing year

Latest sponsor-wide plan assets
$1M 15.24446642514021% vs 2022
2024 filing year
$1.05M$1.1M$1.15M$1.2M$1.25M$1.3M 202220232024 $1.11M $1.27M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Stuart Graham Company filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$45K
Employer EIN260639309
Plan Effective Date2007-07-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oklahoma

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

Stuart Graham Company Employee Profit Sharing Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Stuart Graham Company Employee Profit Sharing Plan, Total assets ($M): 1.106021 · Participants: 2Stuart Graham Company Employee Profit Sharing PlanDolese Bros. Co. Profit Sharing Plan, Total assets ($M): 102.823168 · Participants: 975Dolese Bros. Co. Profit Sharing PlanFamily & Children's Services 403(b) Plan, Total assets ($M): 27.742286 · Participants: 762Family & Children's Services 403(b) PlanEskridge Auto Group Profit Sharing Plan, Total assets ($M): 22.347701 · Participants: 148Eskridge Auto Group Profit Sharing PlanVeenker Resources, Inc. Profit Sharing Plan, Total assets ($M): 17.85283 · Participants: 9Veenker Resources, Inc. Profit Sharing PlanMidlands Management Corporation 401(k) Plan, Total assets ($M): 8.717595 · Participants: 74Midlands Management Corporation 401(k) Plan
Stuart Graham Company Employee Profit Sharing Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants

Stuart Graham Company Employee Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oklahoma, the nearest Profit Sharing by assets is Dale R Schmid Dds PC Employees' Profit Sharing Trust in IL ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Stuart Graham Company Employee Profit Sharing Plan assets move in 2022?
Stuart Graham Company Employee Profit Sharing Plan edged up modestly - up 4.3% during 2022, from $1M to $1M. Reported net income was $45K.
How have Stuart Graham Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Stuart Graham Company's sponsor-wide assets grew 15.2%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Stuart Graham Company Employee Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Dale R Schmid Dds PC Employees' Profit Sharing Trust in IL ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Stuart Graham Company Employee Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).