Money Purchase · DOL Form 5500 · 2023

Graham Windham Services to Families Money Purchase Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
298
Participants Below avg headcount
69th
Percentile by assets National rank
$56,549
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan for Employees of Graham Windham Services to Families · Sponsored by Graham Windham Services to Families · New York · Healthcare & Social Assistance

$17M in assets, 298 participants

Graham Windham Services to Families's Retirement Plan for Employees of Graham Windham Services to Families reported $17M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,121 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Retirement Plan for Employees of Graham Windham Services to Families covers 298 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $17M.

#13,121
in Healthcare & Social Assistance (17,684 peers)
+15.3%
assets growth YoY

Retirement Plan for Employees of Graham Windham Services to Families's outsized position by total assets

Retirement Plan for Employees of Graham Windham Services to Families vs every filed plan by assets

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

$16,851,727 Top 31% higher than 69% 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 Plan for Employees of Graham Windham Services to Families 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. Retirement Plan for Employees of Graham Windham Services to Families sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Graham Windham Services to Families reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Retirement Plan for Employees of Graham Windham Services to Families end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Retirement Plan for Employees of Graham Windham Services to Families reported participants fell from 335 in the plan year 2022 filing to 298 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132926426 · Graham Windham Services to Families PY 2023 · Money Purchase

Retirement Plan for Employees of Graham Windham Services to Families · $17M · 298 · 69th

  • BOOK $17M
  • BOOK 298
  • BOOK 69th
  • BOOK Money Purchase
  • BOOK near Valic Agents and Managers Retirement Plan
  • BOOK ind #13121

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Retirement Plan for Employees of Graham Windham Services to Families in the asset neighbourhood

Terry Reilly Health Services Money Purchase PlanTerry Reilly Health Services…$17MRoofers & Waterproofers Local 37 Annuity FundRoofers & Waterproofers Loca…$17MDefined Contribution Pension Plan for the Employees of Children's Home Society of CaliforniaDefined Contribution Pension…$17MValic Agents and Managers Retirement PlanValic Agents and Managers Re…$17MRetirement Plan for Employees of Graham Windham Services to FamiliesRetirement Plan for Employee…$17M
End-of-year total assets ($M) among Retirement Plan for Employees of Graham Windham Services to Families and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN132926426
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Windham Services to Families)

Sponsor-wide plan assets over time

All Graham Windham Services to Families plans reported in each filing year

Latest sponsor-wide plan assets
$39M 18.93703190990716% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $32.5M $38.6M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 793 $32M
2023 2 895 $37M
2024 2 944 $39M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Graham Windham Services to Families vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Retirement Plan for Employees of Graham Windham Services to Families, Total assets ($B): 0.016851727 · Participants: 298Retirement Plan for Employees of Graham Windham Services to FamiliesTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Retirement Plan for Employees of Graham Windham Services to Families vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Retirement Plan for Employees of Graham Windham Services to Families side-by-side with 3 peers →

Retirement Plan for Employees of Graham Windham Services to Families's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Valic Agents and Managers Retirement Plan in TX ($17M); by covered participants it is Boston Plasterers & Cement Masons Local 534 Deferred Income Plan in MA (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Plan for Employees of Graham Windham Services to Families assets move in 2023? ▼
Retirement Plan for Employees of Graham Windham Services to Families grew sharply - up 15.3% during 2023, from $15M to $17M. Reported net income was $2M.
How have Graham Windham Services to Families plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Windham Services to Families's sponsor-wide assets grew 18.9%, from $32M to $39M.
Which Money Purchase plans are similar in size to Retirement Plan for Employees of Graham Windham Services to Families? ▼
Among Money Purchase plans in other states, the closest by assets is Valic Agents and Managers Retirement Plan in TX ($17M, 109 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan for Employees of Graham Windham Services to Families? ▼
Among Money Purchase plans in other states, the closest by covered participants is Boston Plasterers & Cement Masons Local 534 Deferred Income Plan in MA (299 participants, $45M 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 132926426.

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.