401(k) · DOL Form 5500 · 2023
Graham Group (US) Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 287
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $69,334
- Avg per participant Below avg balance/head
Official DOL plan name: Graham Group US 401(k) Plan · Sponsored by Graham Group (US) Inc. · Washington · Construction
$20M in assets, 287 participants
Graham Group (US) Inc.'s Graham Group US 401(k) Plan reported $20M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,439 in Construction (9,030 peers)
Coverage in Washington
Graham Group US 401(k) Plan covers 287 participants in Washington, about 19% of the average Washington filer (state average ~1,476 per filing). Assets: $20M.
- #6,439
- in Construction (9,030 peers)
- +19.9%
- assets growth YoY
Graham Group US 401(k) Plan's outsized position by total assets
Graham Group US 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,898,839 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Graham Group US 401(k) 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 Group US 401(k) Plan sits mid-pack in the medium band (287 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Graham Group US 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Graham Group US 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Graham Group US 401(k) Plan reported participants fell from 316 in the plan year 2022 filing to 287 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 911568578 · Graham Group (US) Inc. PY 2023 · 401(k)
Graham Group US 401(k) Plan · $20M · 287 · 73rd
- EOY $20M
- 5500 287
- ASSETS 73rd
- PCT 401(k)
- EIN near Franklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and Trust
- RANK ind #6439
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 Washington →
Graham Group US 401(k) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 911568578 |
| Plan Effective Date | 2001-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Graham Group (US) Inc.)
Sponsor-wide plan assets over time
All Graham Group (US) Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 251.21481492374463% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 316 | $17M |
| 2023 | 1 | 287 | $20M |
| 2024 | 1 | 289 | $58M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Graham Group US 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Franklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and Trust in KY ($20M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.
- Creative Foods Corporation 401(k) Profit Sharing Plan (NY) 287 · 0 off
- Sentinel 401(k) and Profit Sharing Plan (CA) 287 · 0 off
- M. S. Aerospace 401(k) Plan (CA) 287 · 0 off
- Tryon Distributing LLC 401(k) Retirement Plan (NC) 287 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.