401(k) · DOL Form 5500 · 2022

Graham Corporation 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
473
Participants Below avg headcount
90th
Percentile by assets National rank
$144,159
Avg per participant Near avg balance/head
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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.

  • #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.

#17,647
in Manufacturing (20,602 peers)
-16.3%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Graham Corporation Incentive Savings Plan's outsized position 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 $2,050,000,000 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 Corporation Incentive 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 Corporation Incentive Savings Plan sits mid-pack in the medium band (473 participants).

EBSA filing schedule strip

Filing strip 161194720 · Graham Corporation PY 2022 · 401(k)

Graham Corporation Incentive Savings Plan · $68M · 473 · 90th

  • SCH $68M
  • EBSA 473
  • PART 90th
  • TYPE 401(k)
  • NET near Pea(K) Utah's Pooled Employer 401(k) Plan
  • BOOK ind #17647

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 New York →

Graham Corporation Incentive Savings Plan in the asset neighbourhood

Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing PlanCarr, Allison, Oliver & Siss…$68MGraham Corporation Incentive Savings PlanGraham Corporation Incentive…$68MPea(K) Utah's Pooled Employer 401(k) PlanPea(K) Utah's Pooled Employe…$68MTandem Diabetes Care, Inc. 401(k) PlanTandem Diabetes Care, Inc. 4…$68MReedsburg Area Medical Center, Inc. 401(k) PlanReedsburg Area Medical Cente…$68M
End-of-year total assets ($M) among Graham Corporation Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Graham Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$129M 27.630012745831273% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $101M $129M ▲ +27.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Graham Corporation Incentive Savings Plan, Total assets ($B): 0.068187384 · Participants: 473Graham Corporation Incentive Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Graham Corporation Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Graham Corporation Incentive Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Pea(K) Utah's Pooled Employer 401(k) Plan in UT ($68M); by covered participants it is Sunset Food Mart, Inc. 401(k) Retirement Plan in IL (473 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (473 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 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).
Which 401(k) plans cover a similar participant headcount to Graham Corporation Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunset Food Mart, Inc. 401(k) Retirement Plan in IL (473 participants, $17M 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 161194720.

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.