ESOP · DOL Form 5500 · 2023

William a Graham Company ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
205
Participants Below avg headcount
80th
Percentile by assets National rank
$151,134
Avg per participant Above avg balance/head
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Official DOL plan name: The Graham Company Employee Stock Ownership Plan · Sponsored by William a Graham Company · Pennsylvania · Finance & Insurance

$31M in assets, 205 participants

William a Graham Company's The Graham Company Employee Stock Ownership Plan reported $31M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,113 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

The Graham Company Employee Stock Ownership Plan covers 205 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $31M.

#6,113
in Finance & Insurance (8,869 peers)
+28.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Graham Company Employee Stock Ownership Plan's outsized position by total assets

The Graham Company Employee Stock Ownership Plan vs every filed plan by assets

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

$30,982,380 Top 20% higher than 80% 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

The Graham Company Employee Stock Ownership 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. The Graham Company Employee Stock Ownership Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Graham Company Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Graham Company Employee Stock Ownership Plan end-of-year assets rose from $24M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • The Graham Company Employee Stock Ownership Plan reported participants fell from 232 in the plan year 2022 filing to 205 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231570876 · William a Graham Company PY 2023 · ESOP

The Graham Company Employee Stock Ownership Plan · $31M · 205 · 80th

  • PHOTO $31M
  • IND 205
  • EOY 80th
  • 5500 ESOP
  • ASSETS near Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan
  • PCT ind #6113

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 What is an ESOP? → · Plans in Pennsylvania →

The Graham Company Employee Stock Ownership Plan in the asset neighbourhood

Tallman Equipment Co., Inc. Employee Stock Ownership PlanTallman Equipment Co., Inc. …$31MBadger Custom Pallets, Inc. Employee Stock Ownership PlanBadger Custom Pallets, Inc. …$31MMark Thomas & Company, Inc. Employee Stock Ownership PlanMark Thomas & Company, Inc. …$31MThe Graham Company Employee Stock Ownership PlanThe Graham Company Employee …$31MMidwest Bancorporation, Inc and Affiliates Employee Stock Ownership PlanMidwest Bancorporation, Inc …$31M
End-of-year total assets ($M) among The Graham Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$31M
Net Income$12M
Employer EIN231570876
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William a Graham Company)

Sponsor-wide plan assets over time

All William a Graham Company plans reported in each filing year

Latest sponsor-wide plan assets
$33M 59.97874255283509% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $82.5M $33M ▼ -60.0%
Year Plans Participants Total Assets
2022 2 433 $82M
2023 3 636 $31M
2024 1 N/A $33M

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Graham Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants The Graham Company Employee Stock Ownership Plan, Total assets ($B): 0.03098238 · Participants: 205The Graham Company Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
The Graham Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare The Graham Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Graham Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan in MO ($31M); by covered participants it is Gemini Stock Program in MA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 The Graham Company Employee Stock Ownership Plan assets move in 2023? ▼
The Graham Company Employee Stock Ownership Plan grew sharply - up 28.7% during 2023, from $24M to $31M. Reported net income was $12M.
How have William a Graham Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William a Graham Company's sponsor-wide assets declined 60.0%, from $82M to $33M.
Where does The Graham Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Graham Company Employee Stock Ownership Plan ranks in the 80th 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 ESOP plans are similar in size to The Graham Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan in MO ($31M, 198 participants).
Which ESOP plans cover a similar participant headcount to The Graham Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gemini Stock Program in MA (205 participants, $2M 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 231570876.

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.