401(k) · DOL Form 5500 · 2023

Grafton School Incorporated 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
645
Participants Below avg headcount
72nd
Percentile by assets National rank
$29,624
Avg per participant Low balance/head
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Official DOL plan name: Grafton School Incorporated Retirement Plan · Sponsored by Grafton School Incorporated · Virginia · Educational Services

$19M in assets, 645 participants

Grafton School Incorporated's Grafton School Incorporated Retirement Plan reported $19M in total assets and 645 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,045 in Educational Services (3,735 peers)

Grafton School Incorporated multi-year trail

Grafton School Incorporated's plans moved +27.7% in assets from 2022 to 2024; this filing shows Grafton School Incorporated Retirement Plan at $19M / 645 participants.

#2,045
in Educational Services (3,735 peers)
+20.1%
assets growth YoY

Grafton School Incorporated Retirement Plan's outsized position by total assets

Grafton School Incorporated Retirement Plan vs every filed plan by assets

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

$19,107,466 Top 28% higher than 72% 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

Grafton School Incorporated Retirement 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. Grafton School Incorporated Retirement Plan sits mid-pack in the medium band (645 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grafton School Incorporated Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Grafton School Incorporated Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Grafton School Incorporated Retirement Plan reported participants rose from 562 in the plan year 2022 filing to 645 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 540682401 · Grafton School Incorporated PY 2023 · 401(k)

Grafton School Incorporated Retirement Plan · $19M · 645 · 72nd

  • TYPE $19M
  • NET 645
  • BOOK 72nd
  • VS-ST 401(k)
  • BOY near Nascentia Health, Inc. 401(k) Retirement Plan
  • SCH ind #2045

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 →

Grafton School Incorporated Retirement Plan in the asset neighbourhood

Grafton School Incorporated Retirement PlanGrafton School Incorporated …$19MNascentia Health, Inc. 401(k) Retirement PlanNascentia Health, Inc. 401(k…$19MScientific Consulting Group, Inc. Profit Sharing Plan & TrustScientific Consulting Group,…$19MKeithly-Williams Seeds, Inc. 401(k) Profit Sharing PlanKeithly-Williams Seeds, Inc.…$19MMedical Services of Prescott, Ltd. 401(k) Profit Sharing PlanMedical Services of Prescott…$19M
End-of-year total assets ($M) among Grafton School Incorporated Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Grafton School Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Grafton School Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$20M 27.726996757025308% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.9M $20.3M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 562 $16M
2023 1 645 $19M
2024 1 657 $20M

Grafton School Incorporated filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN540682401
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Grafton School Incorporated Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Grafton School Incorporated Retirement Plan, Total assets ($B): 0.019107466 · Participants: 645Grafton School Incorporated Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Grafton School Incorporated Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Grafton School Incorporated Retirement Plan side-by-side with 3 peers →

Grafton School Incorporated Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Nascentia Health, Inc. 401(k) Retirement Plan in NY ($19M); by covered participants it is Compugroup Medical Systems 401(k) Plan in TX (645 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (645 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 Grafton School Incorporated Retirement Plan assets move in 2023? ▼
Grafton School Incorporated Retirement Plan grew sharply - up 20.1% during 2023, from $16M to $19M. Reported net income was $3M.
How have Grafton School Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grafton School Incorporated's sponsor-wide assets grew 27.7%, from $16M to $20M.
Which 401(k) plans are similar in size to Grafton School Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nascentia Health, Inc. 401(k) Retirement Plan in NY ($19M, 455 participants).
Which 401(k) plans cover a similar participant headcount to Grafton School Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Compugroup Medical Systems 401(k) Plan in TX (645 participants, $40M 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 540682401.

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.