401(k) · DOL Form 5500 · 2023

Graham & Company, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
34
Participants Small participant base
54th
Percentile by assets National rank
$235,960
Avg per participant Above avg balance/head
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Official DOL plan name: Graham & Company, LLC 401(k) Plan · Sponsored by Graham & Company, LLC · Alabama · Real Estate

$8M in assets, 34 participants

Graham & Company, LLC's Graham & Company, LLC 401(k) Plan reported $8M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,418 in Real Estate (4,727 peers)

Graham & Company, LLC multi-year trail

Graham & Company, LLC's plans moved +42.6% in assets from 2022 to 2024; this filing shows Graham & Company, LLC 401(k) Plan at $8M / 34 participants.

#3,418
in Real Estate (4,727 peers)
+23.2%
assets growth YoY

Graham & Company, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Graham & Company, LLC 401(k) Plan vs every filed plan by assets

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

$8,022,634 Top 46% higher than 54% 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 & Company, LLC 401(k) 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 & Company, LLC 401(k) Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Graham & Company, LLC 401(k) Plan reported net income rose from -$946K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Graham & Company, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Graham & Company, LLC 401(k) Plan reported participants fell from 35 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208911602 · Graham & Company, LLC PY 2023 · 401(k)

Graham & Company, LLC 401(k) Plan · $8M · 34 · 54th

  • BOOK $8M
  • VS-ST 34
  • BOY 54th
  • SCH 401(k)
  • EBSA near Hankyu Hanshin Express (USA) 401(k) Plan
  • PART ind #3418

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 Real Estate retirement plans → · Plans in Alabama →

Graham & Company, LLC 401(k) Plan in the asset neighbourhood

Graham & Company, LLC 401(k) PlanGraham & Company, LLC 401(k)…$8MHankyu Hanshin Express (USA) 401(k) PlanHankyu Hanshin Express (USA)…$8MFamily First Homecare 401(k) PlanFamily First Homecare 401(k)…$8MPromises Behavioral Health, LLCPromises Behavioral Health, …$8MHopewell Fund 401(k) Plan$8M
End-of-year total assets ($M) among Graham & Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Graham & Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Graham & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 42.61514629150411% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.51M $9.29M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 35 $7M
2023 1 34 $8M
2024 1 37 $9M

Graham & Company, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN208911602
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Graham & Company, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Graham & Company, LLC 401(k) Plan, Total assets ($B): 0.008022634 · Participants: 34Graham & Company, LLC 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Graham & Company, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Graham & Company, LLC 401(k) Plan side-by-side with 3 peers →

Graham & Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Hankyu Hanshin Express (USA) 401(k) Plan in IL ($8M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (34 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 & Company, LLC 401(k) Plan assets move in 2023? ▼
Graham & Company, LLC 401(k) Plan grew sharply - up 23.2% during 2023, from $7M to $8M. Reported net income was $2M.
How have Graham & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham & Company, LLC's sponsor-wide assets grew 42.6%, from $7M to $9M.
Which 401(k) plans are similar in size to Graham & Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hankyu Hanshin Express (USA) 401(k) Plan in IL ($8M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Graham & Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 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 208911602.

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.