401(k) · DOL Form 5500 · 2023

Graubard Miller 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
31
Participants Small participant base
82nd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Graubard Miller Salary Savings Plan · Sponsored by Graubard Miller · New York · Professional & Technical Services

$38M in assets, 31 participants

Graubard Miller's Graubard Miller Salary Savings Plan reported $38M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,853 in Professional & Technical Services (20,321 peers)

Where Graubard Miller Salary Savings Plan sits by assets

Graubard Miller Salary Savings Plan sits in the top quartile of all filed plans by assets, $38M for 31 participants (~$1.2M/participant), up 10.4% in 2023.

#16,853
in Professional & Technical Services (20,321 peers)
+10.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Graubard Miller Salary Savings Plan's outsized position by total assets

Graubard Miller Salary Savings Plan vs every filed plan by assets

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

$37,577,274 Top 18% higher than 82% 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

Graubard Miller Salary Savings 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. Graubard Miller Salary Savings Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Graubard Miller Salary Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Graubard Miller Salary Savings Plan reported participants fell from 41 in the plan year 2022 filing to 31 in the plan year 2023 filing.
  • Graubard Miller Salary Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 135552978 · Graubard Miller PY 2023 · 401(k)

Graubard Miller Salary Savings Plan · $38M · 31 · 82nd

  • NET $38M
  • BOOK 31
  • VS-ST 82nd
  • BOY 401(k)
  • SCH near Buehler's Fresh Foods Employees' 401(k) Plan
  • EBSA ind #16853

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 Professional & Technical Services retirement plans → · Plans in New York →

Graubard Miller Salary Savings Plan in the asset neighbourhood

Oaks Christian School 403(b) PlanOaks Christian School 403(b)…$38MRecorded Future 401(k) Plan$38MGraubard Miller Salary Savings PlanGraubard Miller Salary Savin…$38MCreative Management Services, LLC 401(k) PlanCreative Management Services…$38MBuehler's Fresh Foods Employees' 401(k) PlanBuehler's Fresh Foods Employ…$38M
End-of-year total assets ($M) among Graubard Miller Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$4M
Employer EIN135552978
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graubard Miller)

Sponsor-wide plan assets over time

All Graubard Miller plans reported in each filing year

Latest sponsor-wide plan assets
$42M 23.12852000033597% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.1M $41.9M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 41 $34M
2023 1 31 $38M
2024 1 33 $42M

Nearby 401(k) Plans in New York

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

Graubard Miller Salary Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Graubard Miller Salary Savings Plan, Total assets ($B): 0.037577274 · Participants: 31Graubard Miller Salary Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Graubard Miller Salary Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Graubard Miller Salary Savings Plan side-by-side with 3 peers →

Graubard Miller Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Buehler's Fresh Foods Employees' 401(k) Plan in OH ($38M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Graubard Miller Salary Savings Plan assets move in 2023? ▼
Graubard Miller Salary Savings Plan grew at a solid clip - up 10.4% during 2023, from $34M to $38M. Reported net income was $4M.
How have Graubard Miller plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graubard Miller's sponsor-wide assets grew 23.1%, from $34M to $42M.
Where does Graubard Miller Salary Savings Plan rank by assets among Form 5500 filers? ▼
Graubard Miller Salary Savings Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Graubard Miller Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buehler's Fresh Foods Employees' 401(k) Plan in OH ($38M, 1,468 participants).
Which 401(k) plans cover a similar participant headcount to Graubard Miller Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135552978.

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.