401(k) · DOL Form 5500 · 2023

Graham Corporation 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
507
Participants Below avg headcount
90th
Percentile by assets National rank
$168,920
Avg per participant Above avg balance/head
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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.

  • #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.

#15,985
in Manufacturing (18,722 peers)
+25.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Graham Corporation Incentive Savings Plan's outsized position by total assets

Graham Corporation Incentive Savings Plan vs every filed plan by assets

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

$85,642,632 Top 10% higher than 90% 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 Corporation Incentive Savings 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 Corporation Incentive Savings Plan sits mid-pack in the medium band (507 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161194720 · Graham Corporation PY 2023 · 401(k)

Graham Corporation Incentive Savings Plan · $86M · 507 · 90th

  • PART $86M
  • TYPE 507
  • NET 90th
  • BOOK 401(k)
  • VS-ST near Fts International, LLC 401(k) Profit Sharing Plan
  • BOY ind #15985

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 New York →

Graham Corporation Incentive Savings Plan in the asset neighbourhood

Basin Electric Power Cooperative Nd/Sd Union 401(k) PlanBasin Electric Power Coopera…$86MBoston Mutual Life 401(k) Plan for Salaried EmployeesBoston Mutual Life 401(k) Pl…$86MGraham Corporation Incentive Savings PlanGraham Corporation Incentive…$86MFts International, LLC 401(k) Profit Sharing PlanFts International, LLC 401(k…$86MThe Finish Line, Inc. Profit Sharing and 401(k) PlanThe Finish Line, Inc. Profit…$86M
End-of-year total assets ($M) among Graham Corporation Incentive 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)$68M
Net Assets (End of Year)$86M
Net Income$17M
Employer EIN161194720
Plan Effective Date1973-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Corporation)

Sponsor-wide plan assets over time

All Graham Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$129M 27.630012745831273% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $101M $129M ▲ +27.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Graham Corporation Incentive Savings Plan, Total assets ($B): 0.085642632 · Participants: 507Graham Corporation Incentive Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Graham Corporation Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Graham Corporation Incentive Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Fts International, LLC 401(k) Profit Sharing Plan in VA ($86M); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (507 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (507 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 Corporation Incentive Savings Plan assets move in 2023? ▼
Graham Corporation Incentive Savings Plan grew sharply - up 25.6% during 2023, from $68M to $86M. Reported net income was $17M.
How have Graham Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Corporation's sponsor-wide assets grew 27.6%, from $101M to $129M.
Where does Graham Corporation Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Graham Corporation Incentive Savings Plan ranks in the 90th 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 Corporation Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fts International, LLC 401(k) Profit Sharing Plan in VA ($86M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Graham Corporation Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenfield Senior Living 401(k) Plan in VA (507 participants, $1M 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 161194720.

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.