401(k) · DOL Form 5500 · 2022

The Graham Companies 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
267
Participants Below avg headcount
75th
Percentile by assets National rank
$63,505
Avg per participant Low balance/head
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Official DOL plan name: The Graham Companies 401(k) Plan · Sponsored by The Graham Companies · Florida · Real Estate

$17M in assets, 267 participants

The Graham Companies's The Graham Companies 401(k) Plan reported $17M in total assets and 267 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,426 in Real Estate (5,057 peers)

Coverage in Florida

The Graham Companies 401(k) Plan covers 267 participants in Florida, about 42% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#4,426
in Real Estate (5,057 peers)
-20.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Graham Companies 401(k) Plan's outsized position by total assets

The Graham Companies 401(k) Plan vs every filed plan by assets

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

$16,955,892 Top 25% higher than 75% 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

The Graham Companies 401(k) 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. The Graham Companies 401(k) Plan sits mid-pack in the medium band (267 participants).

DOL schedule card

Filing strip 650127392 · The Graham Companies PY 2022 · 401(k)

The Graham Companies 401(k) Plan · $17M · 267 · 75th

  • NET $17M
  • BOOK 267
  • VS-ST 75th
  • BOY 401(k)
  • SCH near Austin Ear, Nose & Throat Clinic 401(k) Profit Sharing Plan
  • EBSA ind #4426

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 Florida →

The Graham Companies 401(k) Plan in the asset neighbourhood

The Graham Companies 401(k) PlanThe Graham Companies 401(k) …$17MAustin Ear, Nose & Throat Clinic 401(k) Profit Sharing PlanAustin Ear, Nose & Throat Cl…$17MGan Corporation 401(k) Profit Sharing PlanGan Corporation 401(k) Profi…$17MLibra Industries 401(k) Plan$17MCatholic Charities of the Diocese of St. Cloud 401(k) Retirement PlanCatholic Charities of the Di…$17M
End-of-year total assets ($M) among The Graham Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN650127392
Plan Effective Date1974-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Graham Companies)

Sponsor-wide plan assets over time

All The Graham Companies plans reported in each filing year

Latest sponsor-wide plan assets
$67M 24.416872023903636% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $53.7M $66.9M ▲ +24.4%
Year Plans Participants Total Assets
2022 2 471 $54M
2023 2 490 $62M
2024 2 480 $67M

Nearby 401(k) Plans in Florida

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

The Graham Companies 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants The Graham Companies 401(k) Plan, Total assets ($B): 0.016955892 · Participants: 267The Graham Companies 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
The Graham Companies 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Graham Companies 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Austin Ear, Nose & Throat Clinic 401(k) Profit Sharing Plan in TX ($17M); by covered participants it is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 The Graham Companies 401(k) Plan assets move in 2022? ▼
The Graham Companies 401(k) Plan declined sharply - down 20.1% during 2022, from $21M to $17M. Reported net income was -$4M.
How have The Graham Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Graham Companies's sponsor-wide assets grew 24.4%, from $54M to $67M.
Where does The Graham Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
The Graham Companies 401(k) Plan ranks in the 75th 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 The Graham Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Austin Ear, Nose & Throat Clinic 401(k) Profit Sharing Plan in TX ($17M, 75 participants).
Which 401(k) plans cover a similar participant headcount to The Graham Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (267 participants, $67K 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 650127392.

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.