401(k) · DOL Form 5500 · 2023

Graham Companies 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
20
Participants Small participant base
81st
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Graham Companies Retirement Savings Plan · Sponsored by Graham Companies · Pennsylvania · Manufacturing

$34M in assets, 20 participants

Graham Companies's Graham Companies Retirement Savings Plan reported $34M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,692 in Manufacturing (18,722 peers)

Where Graham Companies Retirement Savings Plan sits by assets

Graham Companies Retirement Savings Plan sits in the top quartile of all filed plans by assets, $34M for 20 participants (~$1.7M/participant), up 12.2% in 2023.

#13,692
in Manufacturing (18,722 peers)
+12.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Graham Companies Retirement Savings Plan's outsized position by total assets

Graham Companies Retirement Savings Plan vs every filed plan by assets

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

$33,975,571 Top 19% higher than 81% 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 Retirement Savings 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 Retirement Savings Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Graham Companies Retirement Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Graham Companies Retirement Savings Plan reported participants fell from 410 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • Graham Companies Retirement Savings Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231988068 · Graham Companies PY 2023 · 401(k)

Graham Companies Retirement Savings Plan · $34M · 20 · 81st

  • ASSETS $34M
  • PCT 20
  • EIN 81st
  • RANK 401(k)
  • PHOTO near Concora Credit Inc 401(k) Plan
  • IND ind #13692

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Graham Companies Retirement Savings Plan in the asset neighbourhood

Graham Companies Retirement Savings PlanGraham Companies Retirement …$34MConcora Credit Inc 401(k) PlanConcora Credit Inc 401(k) Pl…$34MSvanaco, Inc. Dba Americaneagle.Com 401(k) PlanSvanaco, Inc. Dba Americanea…$34MInteractions, LLC 401(k) Plan$34MBridgewater Bank 401(k) Safe Harbor PlanBridgewater Bank 401(k) Safe…$34M
End-of-year total assets ($M) among Graham Companies Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN231988068
Plan Effective Date1986-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Companies)

Sponsor-wide plan assets over time

All Graham Companies 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 401(k) Plans in Pennsylvania

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

Graham Companies Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Graham Companies Retirement Savings Plan, Total assets ($B): 0.033975571 · Participants: 20Graham Companies Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Graham Companies Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Graham Companies Retirement Savings Plan side-by-side with 3 peers →

Graham Companies Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Concora Credit Inc 401(k) Plan in OR ($34M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Retirement Savings Plan assets move in 2023? ▼
Graham Companies Retirement Savings Plan grew at a solid clip - up 12.2% during 2023, from $30M to $34M. Reported net income was $4M.
How have Graham Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Companies's sponsor-wide assets grew 2.3%, from $77M to $79M.
Where does Graham Companies Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Graham Companies Retirement Savings Plan ranks in the 81st 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 Companies Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Concora Credit Inc 401(k) Plan in OR ($34M, 742 participants).
Which 401(k) plans cover a similar participant headcount to Graham Companies Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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.