Defined Benefit (Pension) · DOL Form 5500 · 2023

Graham Corporation Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
58
Participants Small participant base
81st
Percentile by assets National rank
$572,774
Avg per participant High balance/head
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Official DOL plan name: Retirement Income Plan of Graham Corporation · Sponsored by Graham Corporation · New York · Manufacturing

$33M in assets, 58 participants

Graham Corporation's Retirement Income Plan of Graham Corporation reported $33M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,614 in Manufacturing (18,722 peers)

Where Retirement Income Plan of Graham Corporation sits by assets

Retirement Income Plan of Graham Corporation sits in the top quartile of all filed plans by assets, $33M for 58 participants (~$572,774/participant), up 2.1% in 2023.

#13,614
in Manufacturing (18,722 peers)
+2.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Retirement Income Plan of Graham Corporation's outsized position by total assets

Retirement Income Plan of Graham Corporation vs every filed plan by assets

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

$33,220,889 Top 19% higher than 81% 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

Retirement Income Plan of Graham Corporation among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Income Plan of Graham Corporation is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Income Plan of Graham Corporation reported net income rose from -$13M in the plan year 2022 filing to $684K in the plan year 2023 filing.
  • Retirement Income Plan of Graham Corporation reported participants fell from 61 in the plan year 2022 filing to 58 in the plan year 2023 filing.
  • Retirement Income Plan of Graham Corporation end-of-year assets rose from $33M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161194720 · Graham Corporation PY 2023 · Defined Benefit (Pension)

Retirement Income Plan of Graham Corporation · $33M · 58 · 81st

  • EIN $33M
  • RANK 58
  • PHOTO 81st
  • IND Defined Benefit (Pension)
  • EOY near Park Community Credit Union Cash Balance Defined Benefit Plan and Trust
  • 5500 ind #13614

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 →

Retirement Income Plan of Graham Corporation in the asset neighbourhood

Retirement Plan for Saint Peters University and St. Peters Prep SchoolRetirement Plan for Saint Pe…$33MPark Community Credit Union Cash Balance Defined Benefit Plan and TrustPark Community Credit Union …$33MRetirement Income Plan of Graham CorporationRetirement Income Plan of Gr…$33MRadio, Tv & Recording Arts Pension FundRadio, Tv & Recording Arts P…$33MBurke & Herbert Bank & Trust Company Retirement PlanBurke & Herbert Bank & Trust…$33M
End-of-year total assets ($M) among Retirement Income Plan of Graham Corporation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$33M
Net Income$684K
Employer EIN161194720
Plan Effective Date1957-06-01
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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Income Plan of Graham Corporation vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Income Plan of Graham Corporation, Total assets ($B): 0.033220889 · Participants: 58Retirement Income Plan of Graham CorporationIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Retirement Income Plan of Graham Corporation vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Income Plan of Graham Corporation side-by-side with 3 peers →

Retirement Income Plan of Graham Corporation's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Park Community Credit Union Cash Balance Defined Benefit Plan and Trust in KY ($33M); by covered participants it is Exchange Bank Retirement Plan in CA (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Retirement Income Plan of Graham Corporation assets move in 2023? ▼
Retirement Income Plan of Graham Corporation edged up modestly - up 2.1% during 2023, from $33M to $33M. Reported net income was $684K.
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 Retirement Income Plan of Graham Corporation rank by assets among Form 5500 filers? ▼
Retirement Income Plan of Graham Corporation ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Income Plan of Graham Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Park Community Credit Union Cash Balance Defined Benefit Plan and Trust in KY ($33M, 263 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Income Plan of Graham Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Exchange Bank Retirement Plan in CA (58 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 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.