401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$83M
Total assets
168
Participants
90th
Percentile by assets
$491,478
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$83M
total plan assets (2023 EOY)
168
covered participants
90th
percentile by assets (of 127,072 plans)
$491,478
avg assets per participant

Where Graham Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
Connecticut
Industry
Finance & Insurance

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Graham Profit Sharing Plan reports 168 participants - about 23% of that state average ($83M EOY assets).

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.)

$60M$70M$80M$90M$100M 202220232024 $66.6M $94M ▲ +41.2%
Total plan assets by year, all Graham Capital Management, L.P. plans on file
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 ($B) Participants Graham Profit Sharin…, Total assets ($B): 0.082568296 · Participants: 168Graham Profit Sharin…Rtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savi…, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savi…The Hartford Investm…, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investm…Xerox Corporation Sa…, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Sa…Eversource 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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Graham Profit Sharing Plan by total assets, not by location.

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).

Next read for Graham Profit Sharing Plan

Filing takeaways

Ways to act on Graham Profit Sharing Plan's numbers.

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.