401(k) · DOL Form 5500 · 2022

Graham Corporation 401(k) Plan

Data updated 2026-08-11

$68M
Total assets
473
Participants
90th
Percentile by assets
$144,159
Avg per participant
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Official DOL plan name: Graham Corporation Incentive Savings Plan · Sponsored by Graham Corporation · New York · Manufacturing

$68M in assets, 473 participants

Graham Corporation's Graham Corporation Incentive Savings Plan reported $68M in total assets and 473 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #17,647 in Manufacturing (20,602 peers)

Where Graham Corporation Incentive Savings Plan sits by assets

Graham Corporation Incentive Savings Plan sits in the top 10% of all filed plans by assets, $68M for 473 participants (~$144,159/participant), down 16.3% in 2022.

$68M
total plan assets (2022 EOY)
473
covered participants
90th
percentile by assets (of 139,126 plans)
$144,159
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Graham Corporation Incentive Savings Plan sits by total assets

Graham Corporation Incentive Savings Plan vs every filed plan by assets

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

$68,187,384 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Industry

Graham Corporation Incentive Savings Plan vs the 2022 asset distribution

By assets, Graham Corporation Incentive Savings Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$68M
Net Income-$13M
Employer EIN161194720
Plan Effective Date1973-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Corporation)

$90M$100M$110M$120M$130M$140M 202220232024 $101M $129M ▲ +27.6%
Total plan assets by year, all Graham Corporation plans on file
Year Plans Participants Total Assets
2022 2 534 $101M
2023 2 565 $119M
2024 2 608 $129M

Nearby 401(k) Plans in New York

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

Graham Corporation Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

Graham Corporation Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Graham Corporation I…IBM 401 (K) Plus PlanMorgan Stanley 401(k…The Pepsico Savings …Deloitte 401(k) PlanThe Goldman Sachs 40…
Graham Corporation Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Graham Corporation Incentive Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Graham Corporation Incentive Savings Plan assets move in 2022?
Graham Corporation Incentive Savings Plan declined sharply - down 16.3% during 2022, from $81M to $68M. Reported net income was -$13M.
How have Graham Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Graham Corporation's sponsor-wide assets grew 27.6%, from $101M to $129M.
Where does Graham Corporation Incentive Savings Plan rank by assets among Form 5500 filers?
Graham Corporation Incentive Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Graham Corporation Incentive Savings Plan?
Among 401(k) plans in other states, the closest by assets is Pea(K) Utah's Pooled Employer 401(k) Plan in UT ($68M, 4,750 participants).

Next read for Graham Corporation Incentive Savings Pla…

Scale reading

Ways to act on Graham Corporation Incentive Savings Plan's numbers.

  • By total assets, Graham Corporation Incentive Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Graham Corporation's sponsor-wide assets have grown 27.6% since 2022 across 3 plan years on file. More Manufacturing plans