401(k) · DOL Form 5500 · 2023

Graham Enterprise, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
212
Participants Below avg headcount
75th
Percentile by assets National rank
$110,836
Avg per participant Below avg balance/head
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Official DOL plan name: Graham Enterprise 401(k) Profit Sharing Plan · Sponsored by Graham Enterprise, Inc. · Illinois · Retail Trade

$23M in assets, 212 participants

Graham Enterprise, Inc.'s Graham Enterprise 401(k) Profit Sharing Plan reported $23M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,130 in Retail Trade (8,414 peers)

Coverage in Illinois

Graham Enterprise 401(k) Profit Sharing Plan covers 212 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#7,130
in Retail Trade (8,414 peers)
+19.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Graham Enterprise 401(k) Profit Sharing Plan's outsized position by total assets

Graham Enterprise 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,497,176 Top 25% higher than 75% 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 Enterprise 401(k) 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 Enterprise 401(k) Profit Sharing Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Graham Enterprise 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Graham Enterprise 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Graham Enterprise 401(k) Profit Sharing Plan reported participants fell from 235 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363728266 · Graham Enterprise, Inc. PY 2023 · 401(k)

Graham Enterprise 401(k) Profit Sharing Plan · $23M · 212 · 75th

  • PHOTO $23M
  • PHOTO 212
  • PHOTO 75th
  • PHOTO 401(k)
  • PHOTO near American Restoration Operations 401(k) Plan
  • PHOTO ind #7130

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 Retail Trade retirement plans → · Plans in Illinois →

Graham Enterprise 401(k) Profit Sharing Plan in the asset neighbourhood

Graham Enterprise 401(k) Profit Sharing PlanGraham Enterprise 401(k) Pro…$23MAmerican Restoration Operations 401(k) PlanAmerican Restoration Operati…$23MPiantedosi Baking Co. Inc. Employees' Savings Retirement PlanPiantedosi Baking Co. Inc. E…$23MBurkes Mechanical, Inc. 401(k) PlanBurkes Mechanical, Inc. 401(…$23MAmerica's Test Kitchen, LP 401(k) Retirement Savings Plan & TrustAmerica's Test Kitchen, LP 4…$23M
End-of-year total assets ($M) among Graham Enterprise 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN363728266
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Enterprise, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$26M 32.54663975813556% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.7M $26.1M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 235 $20M
2023 1 212 $23M
2024 1 251 $26M

Nearby 401(k) Plans in Illinois

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

Graham Enterprise 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Graham Enterprise 401(k) Profit Sharing Plan, Total assets ($B): 0.023497176 · Participants: 212Graham Enterprise 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Graham Enterprise 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Graham Enterprise 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is American Restoration Operations 401(k) Plan in TX ($23M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Enterprise 401(k) Profit Sharing Plan assets move in 2023? ▼
Graham Enterprise 401(k) Profit Sharing Plan grew sharply - up 19.1% during 2023, from $20M to $23M. Reported net income was $4M.
How have Graham Enterprise, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Enterprise, Inc.'s sponsor-wide assets grew 32.5%, from $20M to $26M.
Where does Graham Enterprise 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Graham Enterprise 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Graham Enterprise 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Restoration Operations 401(k) Plan in TX ($23M, 653 participants).
Which 401(k) plans cover a similar participant headcount to Graham Enterprise 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M 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 363728266.

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.