Money Purchase · DOL Form 5500 · 2022

Graham Windham Services to Families Money Purchase Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
335
Participants Below avg headcount
72nd
Percentile by assets National rank
$43,627
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan for Employees of Graham Windham Services to Families · Sponsored by Graham Windham Services to Families · New York · Healthcare & Social Assistance

$15M in assets, 335 participants

Graham Windham Services to Families's Retirement Plan for Employees of Graham Windham Services to Families reported $15M in total assets and 335 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,363 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Retirement Plan for Employees of Graham Windham Services to Families covers 335 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $15M.

#15,363
in Healthcare & Social Assistance (20,060 peers)
+12.1%
assets growth YoY

Retirement Plan for Employees of Graham Windham Services to Families's outsized position by total assets

Retirement Plan for Employees of Graham Windham Services to Families vs every filed plan by assets

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

$14,615,191 Top 28% higher than 72% 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

Retirement Plan for Employees of Graham Windham Services to Families 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. Retirement Plan for Employees of Graham Windham Services to Families sits mid-pack in the medium band (335 participants).

Plan-year Form 5500 strip

Filing strip 132926426 · Graham Windham Services to Families PY 2022 · Money Purchase

Retirement Plan for Employees of Graham Windham Services to Families · $15M · 335 · 72nd

  • BOY $15M
  • BOY 335
  • BOY 72nd
  • BOY Money Purchase
  • BOY near Illinois Valley Community Hospital Defined Contribution Retirement Plan
  • BOY ind #15363

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Retirement Plan for Employees of Graham Windham Services to Families in the asset neighbourhood

Council on Aging of Southwestern Ohio, Inc. Retirement PlanCouncil on Aging of Southwes…$15MThe Richland Hospital, Inc. Money Purchase PlanThe Richland Hospital, Inc. …$15MRetirement Plan for Employees of Graham Windham Services to FamiliesRetirement Plan for Employee…$15MIllinois Valley Community Hospital Defined Contribution Retirement PlanIllinois Valley Community Ho…$15MUnited Dairy Farmers, Inc. Money Purchase Pension PlanUnited Dairy Farmers, Inc. M…$14M
End-of-year total assets ($M) among Retirement Plan for Employees of Graham Windham Services to Families and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN132926426
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Windham Services to Families)

Sponsor-wide plan assets over time

All Graham Windham Services to Families plans reported in each filing year

Latest sponsor-wide plan assets
$39M 18.93703190990716% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $32.5M $38.6M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 793 $32M
2023 2 895 $37M
2024 2 944 $39M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Graham Windham Services to Families vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Retirement Plan for Employees of Graham Windham Services to Families, Total assets ($B): 0.014615191 · Participants: 335Retirement Plan for Employees of Graham Windham Services to FamiliesTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Retirement Plan for Employees of Graham Windham Services to Families vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Retirement Plan for Employees of Graham Windham Services to Families side-by-side with 3 peers →

Retirement Plan for Employees of Graham Windham Services to Families's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Illinois Valley Community Hospital Defined Contribution Retirement Plan in IL ($15M); by covered participants it is Au Medical Associates Employees' Money Purchase Pension Plan in GA (335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (335 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 Retirement Plan for Employees of Graham Windham Services to Families assets move in 2022? ▼
Retirement Plan for Employees of Graham Windham Services to Families grew at a solid clip - up 12.1% during 2022, from $13M to $15M. Reported net income was $2M.
How have Graham Windham Services to Families plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Windham Services to Families's sponsor-wide assets grew 18.9%, from $32M to $39M.
Which Money Purchase plans are similar in size to Retirement Plan for Employees of Graham Windham Services to Families? ▼
Among Money Purchase plans in other states, the closest by assets is Illinois Valley Community Hospital Defined Contribution Retirement Plan in IL ($15M, 364 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan for Employees of Graham Windham Services to Families? ▼
Among Money Purchase plans in other states, the closest by covered participants is Au Medical Associates Employees' Money Purchase Pension Plan in GA (335 participants, $24M 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 132926426.

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.