401(k) · DOL Form 5500 · 2023

Graham Health Services, LLC 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
2,904
Participants Above avg headcount
91st
Percentile by assets National rank
$32,608
Avg per participant Low balance/head
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Official DOL plan name: Graham Healthcare Group 401(k) Profit Sharing Plan · Sponsored by Graham Health Services, LLC · Michigan · Manufacturing

$95M in assets, 2,904 participants

Graham Health Services, LLC's Graham Healthcare Group 401(k) Profit Sharing Plan reported $95M in total assets and 2,904 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,152 in Manufacturing (18,722 peers)

Coverage in Michigan

Graham Healthcare Group 401(k) Profit Sharing Plan covers 2,904 participants in Michigan, 4.6x the typical Michigan plan (state average ~638 per filing). Assets: $95M.

#16,152
in Manufacturing (18,722 peers)
+35.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Graham Healthcare Group 401(k) Profit Sharing Plan's outsized position by total assets

Graham Healthcare Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$94,694,445 Top 9% higher than 91% 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 Healthcare Group 401(k) Profit Sharing Plan'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. Graham Healthcare Group 401(k) Profit Sharing Plan lands in the large band (2,904 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Graham Healthcare Group 401(k) Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Graham Healthcare Group 401(k) Profit Sharing Plan end-of-year assets rose from $70M in the plan year 2022 filing to $95M in the plan year 2023 filing.
  • Graham Healthcare Group 401(k) Profit Sharing Plan reported participants rose from 2,466 in the plan year 2022 filing to 2,904 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 203608523 · Graham Health Services, LLC PY 2023 · 401(k)

Graham Healthcare Group 401(k) Profit Sharing Plan · $95M · 2,904 · 91st

  • SCH $95M
  • EBSA 2,904
  • PART 91st
  • TYPE 401(k)
  • NET near Fgi Group 401(k) Plan
  • BOOK ind #16152

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 Michigan →

Graham Healthcare Group 401(k) Profit Sharing Plan in the asset neighbourhood

Lcm Investments Holdings II, LLC 401(k) PlanLcm Investments Holdings II,…$95MEmployees' Savings Plan of Fn America, LLCEmployees' Savings Plan of F…$95MGraham Healthcare Group 401(k) Profit Sharing PlanGraham Healthcare Group 401(…$95MFgi Group 401(k) Plan$95MSouthern Research Institute 401(k) PlanSouthern Research Institute …$95M
End-of-year total assets ($M) among Graham Healthcare Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$95M
Net Income$24M
Employer EIN203608523
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Health Services, LLC)

Sponsor-wide plan assets over time

All Graham Health Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$117M 67.21562590368983% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $70.2M $117M ▲ +67.2%
Year Plans Participants Total Assets
2022 1 2,466 $70M
2023 1 2,904 $95M
2024 1 3,359 $117M

Nearby 401(k) Plans in Michigan

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

Graham Healthcare Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -50510152025 Total assets ($B) Participants Graham Healthcare Group 401(k) Profit Sharing Plan, Total assets ($B): 0.094694445 · Participants: 2904Graham Healthcare Group 401(k) Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Graham Healthcare Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Graham Healthcare Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Fgi Group 401(k) Plan in TX ($95M); by covered participants it is Newly Weds Foods, Inc. Cash Accumulation Plan in IL (2,904 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($95M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,904 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 Healthcare Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Graham Healthcare Group 401(k) Profit Sharing Plan surged - up 35.0% during 2023, from $70M to $95M. Reported net income was $24M.
How have Graham Health Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Health Services, LLC's sponsor-wide assets grew 67.2%, from $70M to $117M.
Where does Graham Healthcare Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Graham Healthcare Group 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Graham Healthcare Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fgi Group 401(k) Plan in TX ($95M, 398 participants).
Which 401(k) plans cover a similar participant headcount to Graham Healthcare Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newly Weds Foods, Inc. Cash Accumulation Plan in IL (2,904 participants, $99M in assets).