401(k) · DOL Form 5500 · 2023

Graham Capital Management, L.P. 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
168
Participants Small participant base
90th
Percentile by assets National rank
$491,478
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Graham Profit Sharing Plan · Sponsored by Graham Capital Management, L.P. · Connecticut · Finance & Insurance

$83M in assets, 168 participants

Graham Capital Management, L.P.'s Graham Profit Sharing Plan reported $83M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,493 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

Graham Profit Sharing Plan covers 168 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $83M.

#7,493
in Finance & Insurance (8,869 peers)
+24.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Graham Profit Sharing Plan's outsized position by total assets

Graham Profit Sharing Plan vs every filed plan by assets

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

$82,568,296 Top 10% higher than 90% 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

Graham Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Graham Profit Sharing Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Graham Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Graham Profit Sharing Plan end-of-year assets rose from $67M in the plan year 2022 filing to $83M in the plan year 2023 filing.
  • Graham Profit Sharing Plan reported participants rose from 158 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061398337 · Graham Capital Management, L.P. PY 2023 · 401(k)

Graham Profit Sharing Plan · $83M · 168 · 90th

  • ASSETS $83M
  • PCT 168
  • EIN 90th
  • RANK 401(k)
  • PHOTO near Charles Komar & Sons, Inc. 401(k) Plan
  • IND ind #7493

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Graham Profit Sharing Plan in the asset neighbourhood

Graham Profit Sharing Plan$83MCharles Komar & Sons, Inc. 401(k) PlanCharles Komar & Sons, Inc. 4…$83MSabre Industries 401(k) Retirement Savings PlanSabre Industries 401(k) Reti…$83MNewpark Resources, Inc. Savings & Investment PlanNewpark Resources, Inc. Savi…$83MEdwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership PlanEdwin L Heim Co 401(k) Profi…$83M
End-of-year total assets ($M) among Graham Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$83M
Net Income$16M
Employer EIN061398337
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Capital Management, L.P.)

Sponsor-wide plan assets over time

All Graham Capital Management, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 41.20872629401811% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $66.6M $94M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 158 $67M
2023 1 168 $83M
2024 1 175 $94M

Nearby 401(k) Plans in Connecticut

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

Graham Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Graham Profit Sharing Plan, Total assets ($B): 0.082568296 · Participants: 168Graham Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Graham Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Graham Profit Sharing Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Charles Komar & Sons, Inc. 401(k) Plan in NJ ($83M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Graham Profit Sharing Plan assets move in 2023? ▼
Graham Profit Sharing Plan grew sharply - up 24.0% during 2023, from $67M to $83M. Reported net income was $16M.
How have Graham Capital Management, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Capital Management, L.P.'s sponsor-wide assets grew 41.2%, from $67M to $94M.
Where does Graham Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Graham Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Graham Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charles Komar & Sons, Inc. 401(k) Plan in NJ ($83M, 675 participants).
Which 401(k) plans cover a similar participant headcount to Graham Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 061398337.

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.