401(k) · DOL Form 5500 · 2023

Graef-USA Inc. 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
300
Participants Below avg headcount
89th
Percentile by assets National rank
$238,528
Avg per participant Above avg balance/head
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Official DOL plan name: Graef Retirement Savings Plan · Sponsored by Graef-USA Inc. · Wisconsin · Professional & Technical Services

$72M in assets, 300 participants

Graef-USA Inc.'s Graef Retirement Savings Plan reported $72M in total assets and 300 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,285 in Professional & Technical Services (20,321 peers)

Where Graef Retirement Savings Plan sits by assets

Graef Retirement Savings Plan sits in the top quartile of all filed plans by assets, $72M for 300 participants (~$238,528/participant), up 18.7% in 2023.

#18,285
in Professional & Technical Services (20,321 peers)
+18.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Graef Retirement Savings Plan's outsized position by total assets

Graef Retirement Savings Plan vs every filed plan by assets

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

$71,558,268 Top 11% higher than 89% 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

Graef Retirement 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. Graef Retirement Savings Plan sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Graef Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Graef Retirement Savings Plan end-of-year assets rose from $60M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • Graef Retirement Savings Plan reported participants rose from 270 in the plan year 2022 filing to 300 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391083592 · Graef-USA Inc. PY 2023 · 401(k)

Graef Retirement Savings Plan · $72M · 300 · 89th

  • EOY $72M
  • EOY 300
  • EOY 89th
  • EOY 401(k)
  • EOY near Twinstar Credit Union Profit Sharing and 401(k) Salary Reduction Plan
  • EOY ind #18285

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Graef Retirement Savings Plan in the asset neighbourhood

American Sugar Refining & Subsidiaries Hourly Savings and Investment PlanAmerican Sugar Refining & Su…$72MOne Member Retirement Plan$72MGraef Retirement Savings Plan$72MTwinstar Credit Union Profit Sharing and 401(k) Salary Reduction PlanTwinstar Credit Union Profit…$72MMy Hr Pros 401(k) Plan$72M
End-of-year total assets ($M) among Graef Retirement 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)$60M
Net Assets (End of Year)$72M
Net Income$11M
Employer EIN391083592
Plan Effective Date1968-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graef-USA Inc.)

Sponsor-wide plan assets over time

All Graef-USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 29.234586667305823% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $64.7M $83.6M ▲ +29.2%
Year Plans Participants Total Assets
2022 2 536 $65M
2023 2 594 $77M
2024 2 612 $84M

Nearby 401(k) Plans in Wisconsin

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

Graef Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Graef Retirement Savings Plan, Total assets ($B): 0.071558268 · Participants: 300Graef Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Graef Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Graef Retirement Savings Plan side-by-side with 3 peers →

Graef Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Twinstar Credit Union Profit Sharing and 401(k) Salary Reduction Plan in WA ($72M); by covered participants it is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Graef Retirement Savings Plan assets move in 2023? ▼
Graef Retirement Savings Plan grew sharply - up 18.7% during 2023, from $60M to $72M. Reported net income was $11M.
How have Graef-USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graef-USA Inc.'s sponsor-wide assets grew 29.2%, from $65M to $84M.
Where does Graef Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Graef Retirement Savings Plan ranks in the 89th 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 401(k) plans are similar in size to Graef Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Twinstar Credit Union Profit Sharing and 401(k) Salary Reduction Plan in WA ($72M, 437 participants).
Which 401(k) plans cover a similar participant headcount to Graef Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants, $11M 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 391083592.

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.