401(k) · DOL Form 5500 · 2023

S.a. Graham Company, Inc. 401(k) Plan

Data updated 2026-08-25

$366K
Total assets Small plan by assets
36
Participants Small participant base
15th
Percentile by assets National rank
$10,163
Avg per participant Low balance/head
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Official DOL plan name: S.a. Graham Company, Inc. 401(k) Plan · Sponsored by S.a. Graham Company, Inc. · Alabama · Construction

$366K in assets, 36 participants

S.a. Graham Company, Inc.'s S.a. Graham Company, Inc. 401(k) Plan reported $366K in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,260 in Construction (9,030 peers)

S.a. Graham Company, Inc. multi-year trail

S.a. Graham Company, Inc.'s plans moved +49.9% in assets from 2023 to 2024; this filing shows S.a. Graham Company, Inc. 401(k) Plan at $366K / 36 participants.

#1,260
in Construction (9,030 peers)
+125.7%
assets growth YoY

S.a. Graham Company, Inc. 401(k) Plan among the smaller filed plans by assets

S.a. Graham Company, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$365,879 15th percentile higher than 15% of 127,068 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 2023

S.a. Graham Company, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.a. Graham Company, Inc. 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 630335837 · S.a. Graham Company, Inc. PY 2023 · 401(k)

S.a. Graham Company, Inc. 401(k) Plan · $366K · 36 · 15th

  • EBSA $366K
  • EBSA 36
  • EBSA 15th
  • EBSA 401(k)
  • EBSA near Kmb Facility Solutions, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #1260

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 Construction retirement plans → · Plans in Alabama →

S.a. Graham Company, Inc. 401(k) Plan in the asset neighbourhood

S.a. Graham Company, Inc. 401(k) PlanS.a. Graham Company, Inc. 40…$366KKmb Facility Solutions, Inc. 401(k) Profit Sharing PlanKmb Facility Solutions, Inc.…$366KPrasada Cwb 401(k) Plan$366KProfessional Home Infusion LLC 401(k) Profit Sharing PlanProfessional Home Infusion L…$366KDawnstar Properties Inc. 401(k) PlanDawnstar Properties Inc. 401…$366K
End-of-year total assets ($M) among S.a. Graham Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

S.a. Graham Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All S.a. Graham Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$549K 49.91486256385308% vs 2023
2024 filing year
$0.3M$0.4M$0.5M$0.6M 20232024 $0.37M $0.55M ▲ +48.6%
Year Plans Participants Total Assets
2023 1 36 $366K
2024 1 55 $549K

S.a. Graham Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$162K
Net Assets (End of Year)$366K
Net Income$204K
Employer EIN630335837
Plan Effective Date2021-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

S.a. Graham Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants S.a. Graham Company, Inc. 401(k) Plan, Total assets ($B): 0.000365879 · Participants: 36S.a. Graham Company, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
S.a. Graham Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

S.a. Graham Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Kmb Facility Solutions, Inc. 401(k) Profit Sharing Plan in IL ($366K); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did S.a. Graham Company, Inc. 401(k) Plan assets move in 2023?
S.a. Graham Company, Inc. 401(k) Plan surged - up 125.7% during 2023, from $162K to $366K. Reported net income was $204K.
How have S.a. Graham Company, Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), S.a. Graham Company, Inc.'s sponsor-wide assets grew 49.9%, from $366K to $549K.
Where does S.a. Graham Company, Inc. 401(k) Plan rank by assets among Form 5500 filers?
S.a. Graham Company, Inc. 401(k) Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to S.a. Graham Company, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kmb Facility Solutions, Inc. 401(k) Profit Sharing Plan in IL ($366K, 5 participants).
Which 401(k) plans cover a similar participant headcount to S.a. Graham Company, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A in assets).