401(k) · DOL Form 5500 · 2024

S.a. Graham Company, Inc. 401(k) Plan

Data updated 2026-08-25

$549K
Total assets Small plan by assets
55
Participants Small participant base
18th
Percentile by assets National rank
$9,973
Avg per participant Low balance/head
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Official DOL plan name: S.a. Graham Company, Inc. 401(k) Plan · Sponsored by S.a. Graham Company, Inc. · Alabama · Construction

$549K in assets, 55 participants

S.a. Graham Company, Inc.'s S.a. Graham Company, Inc. 401(k) Plan reported $549K in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,596 in Construction (9,039 peers)

S.a. Graham Company, Inc. multi-year trail

S.a. Graham Company, Inc.'s plans moved +49.9% in assets from 2023 to 2024; this filing shows S.a. Graham Company, Inc. 401(k) Plan at $549K / 55 participants.

#1,596
in Construction (9,039 peers)
+49.9%
assets growth YoY

S.a. Graham Company, Inc. 401(k) Plan among the smaller filed plans by assets

S.a. Graham Company, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$548,507 18th percentile higher than 18% of 123,620 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 2024

S.a. Graham Company, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.a. Graham Company, Inc. 401(k) Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S.a. Graham Company, Inc. 401(k) Plan reported participants rose from 36 in the plan year 2023 filing to 55 in the plan year 2024 filing.
  • S.a. Graham Company, Inc. 401(k) Plan end-of-year assets rose from $366K in the plan year 2023 filing to $549K in the plan year 2024 filing.
  • S.a. Graham Company, Inc. 401(k) Plan reported net income fell from $204K in the plan year 2023 filing to $183K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 630335837 · S.a. Graham Company, Inc. PY 2024 · 401(k)

S.a. Graham Company, Inc. 401(k) Plan · $549K · 55 · 18th

  • PHOTO $549K
  • IND 55
  • EOY 18th
  • 5500 401(k)
  • ASSETS near Westmoreland Drug and Alcohol Commission, Inc. 401(a) Plan
  • PCT ind #1596

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 Construction retirement plans → · Plans in Alabama →

S.a. Graham Company, Inc. 401(k) Plan in the asset neighbourhood

S.a. Graham Company, Inc. 401(k) PlanS.a. Graham Company, Inc. 40…$549KWestmoreland Drug and Alcohol Commission, Inc. 401(a) PlanWestmoreland Drug and Alcoho…$549KLupero Retirement Plan$548KFitness Matters Inc. 401(k) PlanFitness Matters Inc. 401(k) …$549KMonarch Crest Capital, Inc. 401(k) PlanMonarch Crest Capital, Inc. …$549K
End-of-year total assets ($M) among S.a. Graham Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

S.a. Graham Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All S.a. Graham Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$549K 49.91486256385308% vs 2023
2024 filing year
$0.3M$0.4M$0.5M$0.6M 20232024 $0.37M $0.55M ▲ +48.6%
Year Plans Participants Total Assets
2023 1 36 $366K
2024 1 55 $549K

S.a. Graham Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$366K
Net Assets (End of Year)$549K
Net Income$183K
Employer EIN630335837
Plan Effective Date2021-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

S.a. Graham Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants S.a. Graham Company, Inc. 401(k) Plan, Total assets ($B): 0.000548507 · Participants: 55S.a. Graham Company, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
S.a. Graham Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare S.a. Graham Company, Inc. 401(k) Plan side-by-side with 3 peers →

S.a. Graham Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Westmoreland Drug and Alcohol Commission, Inc. 401(a) Plan in PA ($549K); by covered participants it is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($549K here).

Similar participant headcount

Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did S.a. Graham Company, Inc. 401(k) Plan assets move in 2024? ▼
S.a. Graham Company, Inc. 401(k) Plan surged - up 49.9% during 2024, from $366K to $549K. Reported net income was $183K.
How have S.a. Graham Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), S.a. Graham Company, Inc.'s sponsor-wide assets grew 49.9%, from $366K to $549K.
Where does S.a. Graham Company, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
S.a. Graham Company, Inc. 401(k) Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to S.a. Graham Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westmoreland Drug and Alcohol Commission, Inc. 401(a) Plan in PA ($549K, 7 participants).
Which 401(k) plans cover a similar participant headcount to S.a. Graham Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630335837.

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.