401(k) · DOL Form 5500 · 2023

Graham Dealerships Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
178
Participants Small participant base
59th
Percentile by assets National rank
$56,856
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Graham Dealerships Pension Plan · Sponsored by Graham Dealerships Companies, Inc. · Ohio · Wholesale Trade

$10M in assets, 178 participants

Graham Dealerships Companies, Inc.'s Graham Dealerships Pension Plan reported $10M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,195 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Graham Dealerships Pension Plan covers 178 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $10M.

#3,195
in Wholesale Trade (6,309 peers)
+13.0%
assets growth YoY

Graham Dealerships Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Graham Dealerships Pension Plan vs every filed plan by assets

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

$10,120,449 Top 41% higher than 59% 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 Dealerships Pension 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. Graham Dealerships Pension Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Graham Dealerships Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Graham Dealerships Pension Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Graham Dealerships Pension Plan reported participants fell from 182 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311289557 · Graham Dealerships Companies, Inc. PY 2023 · 401(k)

Graham Dealerships Pension Plan · $10M · 178 · 59th

  • NET $10M
  • NET 178
  • NET 59th
  • NET 401(k)
  • NET near Planet Depos 401(k) Plan
  • NET ind #3195

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 Wholesale Trade retirement plans → · Plans in Ohio →

Graham Dealerships Pension Plan in the asset neighbourhood

Graham Dealerships Pension PlanGraham Dealerships Pension P…$10MPlanet Depos 401(k) Plan$10MThe Rock Brook Consulting Group, PA 401(k) PlanThe Rock Brook Consulting Gr…$10MAvesta Housing Development Corp. 401(k) PlanAvesta Housing Development C…$10MBorgman Ford Sales, Inc. Employees' Profit Sharing and 401(k) PlanBorgman Ford Sales, Inc. Emp…$10M
End-of-year total assets ($M) among Graham Dealerships Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN311289557
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Dealerships Companies, Inc.)

Sponsor-wide plan assets over time

All Graham Dealerships Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 19.252815222240464% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.96M $10.7M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 182 $9M
2023 1 178 $10M
2024 1 170 $11M

Nearby 401(k) Plans in Ohio

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

Graham Dealerships Pension Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Graham Dealerships Pension Plan, Total assets ($B): 0.010120449 · Participants: 178Graham Dealerships Pension PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Graham Dealerships Pension Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Graham Dealerships Pension Plan side-by-side with 3 peers →

Graham Dealerships Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Planet Depos 401(k) Plan in MD ($10M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Dealerships Pension Plan assets move in 2023? ▼
Graham Dealerships Pension Plan grew at a solid clip - up 13.0% during 2023, from $9M to $10M. Reported net income was $1M.
How have Graham Dealerships Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Dealerships Companies, Inc.'s sponsor-wide assets grew 19.3%, from $9M to $11M.
Which 401(k) plans are similar in size to Graham Dealerships Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Planet Depos 401(k) Plan in MD ($10M, 310 participants).
Which 401(k) plans cover a similar participant headcount to Graham Dealerships Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants, N/A 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 311289557.

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.