Defined Benefit (Pension) · DOL Form 5500 · 2023
Graham Holdings Company Pension Plan
Data updated 2026-08-25
- $3.0B
- Total assets Very large vs avg
- 5,213
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $576,270
- Avg per participant High balance/head
Official DOL plan name: The Retirement Plan for Graham Holdings Company · Sponsored by Graham Holdings Company · Virginia · Educational Services
$3.0B in assets, 5,213 participants
Graham Holdings Company's The Retirement Plan for Graham Holdings Company reported $3.0B in total assets and 5,213 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #3,713 in Educational Services (3,735 peers)
Coverage in Virginia
The Retirement Plan for Graham Holdings Company covers 5,213 participants in Virginia, 6.7x the typical Virginia plan (state average ~782 per filing). Assets: $3.0B.
- #3,713
- in Educational Services (3,735 peers)
- +18.9%
- assets growth YoY
- 30×
- vs typical plan assets (national mean)
The Retirement Plan for Graham Holdings Company's outsized position by total assets
The Retirement Plan for Graham Holdings Company vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,004,094,725 Highest reported value at or above every one 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
The Retirement Plan for Graham Holdings Company's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Plan for Graham Holdings Company lands in the large band (5,213 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Retirement Plan for Graham Holdings Company reported net income rose from -$866M in the plan year 2022 filing to $477M in the plan year 2023 filing.
- The Retirement Plan for Graham Holdings Company end-of-year assets rose from $2.5B in the plan year 2022 filing to $3.0B in the plan year 2023 filing.
- The Retirement Plan for Graham Holdings Company reported participants rose from 4,874 in the plan year 2022 filing to 5,213 in the plan year 2023 filing.
DOL schedule card
Filing strip 530182885 · Graham Holdings Company PY 2023 · Defined Benefit (Pension)
The Retirement Plan for Graham Holdings Company · $3.0B · 5,213 · 100th
- 5500 $3.0B
- ASSETS 5,213
- PCT 100th
- EIN Defined Benefit (Pension)
- RANK near U.S. Bank Legacy Pension Plan
- PHOTO ind #3713
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 Educational Services retirement plans → · Plans in Virginia →
The Retirement Plan for Graham Holdings Company in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $2.5B |
|---|---|
| Net Assets (End of Year) | $3.0B |
| Net Income | $477M |
| Employer EIN | 530182885 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Graham Holdings Company)
Sponsor-wide plan assets over time
All Graham Holdings Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.0B 20.989154396220865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 13,077 | $3.3B |
| 2023 | 4 | 15,936 | $3.9B |
| 2024 | 4 | 16,338 | $4.0B |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $19.1B · 13,674
- Retirement Security Plan $10.2B · 54,171
- Ng Space&mission Systems Corp Salaried Pension Pla $8.5B · 7,117
- Sheet Metal Workers' National Pension Fund $8.3B · 61,272
- Dominion Energy Pension Plan $7.6B · 12,263
Scale composition for The Retirement Plan for Graham Holdings Company
The Retirement Plan for Graham Holdings Company reports $3.0B in end-of-year assets across 5,213 participants (0.024% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $576,270 per participant (4.2x the national average assets-per-participant) . Net income for plan year 2023 was $477M.
This plan identity (EIN 530182885, plan #009) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.5B to $3.0B (+17.7%) while covered participants moved from 4,874 to 6,257 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,874 | $2.5B | Open filing |
| 2023 | 5,213 | $3.0B | This page |
| 2024 · index core | 6,257 | $3.0B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- The Retirement Plan for Graham Holdings Company (Defined Benefit (Pension), $3.0B, 6,257 participants)
- The Savings Plan for Graham Holdings Company (401(k), $537M, 3,141 participants)
- The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees (401(k), $366M, 1,706 participants)
- The 401(k) Savings Plan for Ghc Affiliates (401(k), $77M, 5,234 participants)
The Retirement Plan for Graham Holdings Company's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is U.S. Bank Legacy Pension Plan in MN ($3.0B); by covered participants it is Ameriprise Financial Retirement Plan in MN (5,231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.0B here).
- U.S. Bank Legacy Pension Plan (MN) $3.0B · 1,727
- Minnesota Laborers Pension Fund (MN) $3.0B · 10,029
- Ernst & Young Partnership Defined Benefit Retirement Plan (NJ) $3.0B · 3,810
- Ufcw No. Califiornia Employers Joint Pension Plan (CA) $2.9B · 46,714
Similar participant headcount
Nearest other-state filings by covered participants (5,213 participants); asset peers above are excluded.
- Ameriprise Financial Retirement Plan (MN) 5,231 · 18 off
- Operating Engineers Local No. 825 Pension Fund (NJ) 5,237 · 24 off
- Legacy Health Employees Retirement Plan (OR) 5,149 · 64 off
- Excavators Union Local 731 Pension Fund (NY) 5,279 · 66 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.