401(k) · DOL Form 5500 · 2023

Graham Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
78
Participants Small participant base
66th
Percentile by assets National rank
$184,296
Avg per participant Above avg balance/head
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Official DOL plan name: Graham Partners 401(k) Retirement Savings Plan · Sponsored by Graham Partners, Inc. · Pennsylvania · Finance & Insurance

$14M in assets, 78 participants

Graham Partners, Inc.'s Graham Partners 401(k) Retirement Savings Plan reported $14M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,560 in Finance & Insurance (8,869 peers)

Graham Partners, Inc. multi-year trail

Graham Partners, Inc.'s plans moved +61.2% in assets from 2022 to 2024; this filing shows Graham Partners 401(k) Retirement Savings Plan at $14M / 78 participants.

#4,560
in Finance & Insurance (8,869 peers)
+30.8%
assets growth YoY

Graham Partners 401(k) Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Graham Partners 401(k) Retirement Savings Plan vs every filed plan by assets

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

$14,375,096 Top 34% higher than 66% 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 Partners 401(k) Retirement 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. Graham Partners 401(k) Retirement Savings Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Graham Partners 401(k) Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Graham Partners 401(k) Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Graham Partners 401(k) Retirement Savings Plan reported participants rose from 77 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232539420 · Graham Partners, Inc. PY 2023 · 401(k)

Graham Partners 401(k) Retirement Savings Plan · $14M · 78 · 66th

  • IND $14M
  • IND 78
  • IND 66th
  • IND 401(k)
  • IND near Formlabs Retirement Trust
  • IND ind #4560

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 Pennsylvania →

Graham Partners 401(k) Retirement Savings Plan in the asset neighbourhood

Graham Partners 401(k) Retirement Savings PlanGraham Partners 401(k) Retir…$14MFormlabs Retirement Trust$14MHollis Seunarine Mdpa LLC 401(k) Profit Sharing Plan & TrustHollis Seunarine Mdpa LLC 40…$14MOmni Services, Inc. 401(k) PlanOmni Services, Inc. 401(k) P…$14MThe 21st Century 401(k) Plan$14M
End-of-year total assets ($M) among Graham Partners 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Graham Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Graham Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 61.20149883672822% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $11M $17.7M ▲ +61.2%
Year Plans Participants Total Assets
2022 1 77 $11M
2023 1 78 $14M
2024 1 88 $18M

Graham Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN232539420
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Graham Partners 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Graham Partners 401(k) Retirement Savings Plan, Total assets ($B): 0.014375096 · Participants: 78Graham Partners 401(k) Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Graham Partners 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Graham Partners 401(k) Retirement Savings Plan side-by-side with 3 peers →

Graham Partners 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Formlabs Retirement Trust in MA ($14M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Partners 401(k) Retirement Savings Plan assets move in 2023? ▼
Graham Partners 401(k) Retirement Savings Plan surged - up 30.8% during 2023, from $11M to $14M. Reported net income was $3M.
How have Graham Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Partners, Inc.'s sponsor-wide assets grew 61.2%, from $11M to $18M.
Which 401(k) plans are similar in size to Graham Partners 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Formlabs Retirement Trust in MA ($14M, 518 participants).
Which 401(k) plans cover a similar participant headcount to Graham Partners 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rasi 401(k) Plan in CO (78 participants, N/A 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 232539420.

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.