401(k) · DOL Form 5500 · 2023
Graham Corporation 401(k) Plan
Data updated 2026-08-11
- $86M
- Total assets
- 507
- Participants
- 90th
- Percentile by assets
- $168,920
- Avg per participant
Official DOL plan name: Graham Corporation Incentive Savings Plan · Sponsored by Graham Corporation · New York · Manufacturing
$86M in assets, 507 participants
Graham Corporation's Graham Corporation Incentive Savings Plan reported $86M in total assets and 507 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #15,985 in Manufacturing (18,722 peers)
Where Graham Corporation Incentive Savings Plan sits by assets
Graham Corporation Incentive Savings Plan sits in the top 10% of all filed plans by assets, $86M for 507 participants (~$168,920/participant), up 25.6% in 2023.
- $86M
- total plan assets (2023 EOY)
- 507
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $168,920
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Graham Corporation Incentive Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Graham Corporation Incentive Savings Plan end-of-year assets rose from $68M in the plan year 2022 filing to $86M in the plan year 2023 filing.
- Graham Corporation Incentive Savings Plan reported participants rose from 473 in the plan year 2022 filing to 507 in the plan year 2023 filing.
Graham Corporation Incentive Savings Plan vs the 2023 asset distribution
By assets, Graham Corporation Incentive Savings Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $17M |
| Employer EIN | 161194720 |
| Plan Effective Date | 1973-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Graham Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 534 | $101M |
| 2023 | 2 | 565 | $119M |
| 2024 | 2 | 608 | $129M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Graham Corporation Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Graham Corporation Incentive Savings Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Graham Corporation Incentive Savings Plan's numbers.
- By total assets, Graham Corporation Incentive Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Graham Corporation's sponsor-wide assets have grown 27.6% since 2022 across 3 plan years on file. More Manufacturing plans