401(k)
2022 plan-year 401(k) DOL Form 5500

Graham Dealerships Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Graham Dealerships Companies, Inc. · Ohio · Wholesale Trade

What the 2023 filing shows

Graham Dealerships Pension Plan holds $9M for 182 participants — about $49,228 per participant, down 14.2% over the 2022 plan year.

$9M
total plan assets (2022 EOY)
182
covered participants
$49,228
avg assets per participant
-14.2%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$9M
Participants
182
State
Industry
Wholesale Trade

What the Filing Says About Graham Dealerships Pension Plan

Graham Dealerships Pension Plan is a 401(k) retirement plan sponsored by Graham Dealerships Companies, Inc., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 182 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 311289557, and the plan has been effective since 1985-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2022 to $9M at year-end — a decline of 14.2%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-1,482,161 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$-1,482,161
Plan Type401(k)
Employer EIN311289557
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Dealerships Companies, Inc.)

Year Plans Participants Total Assets
2022 1 182 $9M
2023 1 178 $10M
2024 1 170 $11M

Nearby 401(k) Plans in Ohio

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

Frequently Asked Questions

How much money is in the Graham Dealerships Pension Plan?
As of the 2022 Form 5500 filing, Graham Dealerships Pension Plan holds $9M in total assets with 182 participants. It is sponsored by Graham Dealerships Companies, Inc..
What type of plan is Graham Dealerships Pension Plan?
Graham Dealerships Pension Plan is a 401(k) plan. It has been effective since 1985-05-01. The plan is filed with the U.S. Department of Labor under EIN 311289557.
Who sponsors the Graham Dealerships Pension Plan?
Graham Dealerships Pension Plan is sponsored by Graham Dealerships Companies, Inc., located in Ohio. The sponsor's EIN is 311289557 and the plan operates in the Wholesale Trade industry.
How did Graham Dealerships Pension Plan perform in 2022?
Graham Dealerships Pension Plan declined by 14.2% during 2022, moving from $10M to $9M in total assets. Net income was $-1,482,161.
Where can I find official filings for Graham Dealerships Pension Plan?
Official Form 5500 filings for Graham Dealerships Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311289557 or plan name at efast.dol.gov.
How does Graham Dealerships Pension Plan compare to other plans?
You can compare Graham Dealerships Pension Plan against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 311289557.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.