Defined Benefit (Pension) · DOL Form 5500 · 2022

The Graham Companies Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
204
Participants Below avg headcount
85th
Percentile by assets National rank
$180,259
Avg per participant Above avg balance/head
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Official DOL plan name: The Graham Companies Pension Plan · Sponsored by The Graham Companies · Florida · Real Estate

$37M in assets, 204 participants

The Graham Companies's The Graham Companies Pension Plan reported $37M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,766 in Real Estate (5,057 peers)

Coverage in Florida

The Graham Companies Pension Plan covers 204 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $37M.

#4,766
in Real Estate (5,057 peers)
-25.9%
assets change YoY
0.4×
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.

The Graham Companies Pension Plan's outsized position by total assets

The Graham Companies Pension Plan vs every filed plan by assets

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

$36,772,837 Top 15% higher than 85% 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 Pension 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 Pension Plan sits mid-pack in the medium band (204 participants).

DOL schedule card

Filing strip 650127392 · The Graham Companies PY 2022 · Defined Benefit (Pension)

The Graham Companies Pension Plan · $37M · 204 · 85th

  • RANK $37M
  • PHOTO 204
  • IND 85th
  • EOY Defined Benefit (Pension)
  • 5500 near St. Marys Hospital of St. Marys County Pension Plan and Trust
  • ASSETS ind #4766

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 Pension Plan in the asset neighbourhood

Lloyd's Register Americas, Inc. Retirement Plan for United States EmployeesLloyd's Register Americas, I…$37MThe Graham Companies Pension PlanThe Graham Companies Pension…$37MSt. Marys Hospital of St. Marys County Pension Plan and TrustSt. Marys Hospital of St. Ma…$37MAvon Products Inc Personal Retirement Account PlanAvon Products Inc Personal R…$37MEssity North America Defined Benefit Pension PlanEssity North America Defined…$37M
End-of-year total assets ($M) among The Graham Companies Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$37M
Net Income-$13M
Employer EIN650127392
Plan Effective Date1968-05-31
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 Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Graham Companies Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants The Graham Companies Pension Plan, Total assets ($B): 0.036772837 · Participants: 204The Graham Companies Pension PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
The Graham Companies Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare The Graham Companies Pension Plan side-by-side with 3 peers →

The Graham Companies Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is St. Marys Hospital of St. Marys County Pension Plan and Trust in MD ($37M); by covered participants it is Retirement Plan for Employees of Canton-Potsdam Hospital in NY (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Pension Plan assets move in 2022? ▼
The Graham Companies Pension Plan declined sharply - down 25.9% during 2022, from $50M to $37M. Reported net income was -$13M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
The Graham Companies Pension Plan ranks in the 85th 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 Defined Benefit (Pension) plans are similar in size to The Graham Companies Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is St. Marys Hospital of St. Marys County Pension Plan and Trust in MD ($37M, 259 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Graham Companies Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Canton-Potsdam Hospital in NY (204 participants, $37M 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.