Defined Benefit (Pension) · DOL Form 5500 · 2023

Graham Capital Company Pension Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
17
Participants Small participant base
84th
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Graham Companies Pension Plan · Sponsored by Graham Capital Company · Pennsylvania · Professional & Technical Services

$43M in assets, 17 participants

Graham Capital Company's Graham Companies Pension Plan reported $43M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,237 in Professional & Technical Services (20,321 peers)

Where Graham Companies Pension Plan sits by assets

Graham Companies Pension Plan sits in the top quartile of all filed plans by assets, $43M for 17 participants (~$2.5M/participant), down 8.6% in 2023.

#17,237
in Professional & Technical Services (20,321 peers)
-8.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Graham Companies Pension Plan's outsized position by total assets

Graham Companies Pension Plan vs every filed plan by assets

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

$42,775,081 Top 16% higher than 84% 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 Companies Pension 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 Companies Pension Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Graham Companies Pension Plan reported net income rose from -$13M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Graham Companies Pension Plan reported participants fell from 21 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • Graham Companies Pension Plan end-of-year assets fell from $47M in the plan year 2022 filing to $43M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231988068 · Graham Capital Company PY 2023 · Defined Benefit (Pension)

Graham Companies Pension Plan · $43M · 17 · 84th

  • TYPE $43M
  • NET 17
  • BOOK 84th
  • VS-ST Defined Benefit (Pension)
  • BOY near Hrl Pension Plan for Non-Bargained Employees
  • SCH ind #17237

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Graham Companies Pension Plan in the asset neighbourhood

Graham Companies Pension Plan$43MHrl Pension Plan for Non-Bargained EmployeesHrl Pension Plan for Non-Bar…$43MArkansas Federal Credit Union Cash Balance Defined Benefit Plan and TrustArkansas Federal Credit Unio…$43MMayo Clinic Methodist Hospital Hourly Employees' Pension PlanMayo Clinic Methodist Hospit…$43MCement Masons Pension Fund of Local No. 165Cement Masons Pension Fund o…$43M
End-of-year total assets ($M) among Graham Companies Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$43M
Net Income-$4M
Employer EIN231988068
Plan Effective Date1967-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Capital Company)

Sponsor-wide plan assets over time

All Graham Capital Company plans reported in each filing year

Latest sponsor-wide plan assets
$79M 2.305761617185084% vs 2022
2024 filing year
$76M$77M$78M$79M$80M 202220232024 $77.1M $78.9M ▲ +2.3%
Year Plans Participants Total Assets
2022 2 431 $77M
2023 2 37 $77M
2024 2 39 $79M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Graham Companies Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Graham Companies Pension Plan, Total assets ($B): 0.042775081 · Participants: 17Graham Companies Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Graham Companies Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Graham Companies Pension Plan side-by-side with 3 peers →

Graham Companies Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Hrl Pension Plan for Non-Bargained Employees in CA ($43M); by covered participants it is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Companies Pension Plan assets move in 2023? ▼
Graham Companies Pension Plan pulled back noticeably - down 8.6% during 2023, from $47M to $43M. Reported net income was -$4M.
How have Graham Capital Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Capital Company's sponsor-wide assets grew 2.3%, from $77M to $79M.
Where does Graham Companies Pension Plan rank by assets among Form 5500 filers? ▼
Graham Companies Pension Plan ranks in the 84th 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 Defined Benefit (Pension) plans are similar in size to Graham Companies Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hrl Pension Plan for Non-Bargained Employees in CA ($43M, 115 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Graham Companies Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (17 participants, $43M 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 231988068.

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.