Profit Sharing · DOL Form 5500 · 2024

Keith Graffam and Patricia Biaggi Profit Sharing Plan

Data updated 2026-08-25

$558K
Total assets Small plan by assets
3
Participants Small participant base
19th
Percentile by assets National rank
$185,858
Avg per participant Above avg balance/head
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Official DOL plan name: K. Graffam and P. Biaggi Retirement Plan · Sponsored by Keith Graffam and Patricia Biaggi · Puerto Rico · Professional & Technical Services

$558K in assets, 3 participants

Keith Graffam and Patricia Biaggi's K. Graffam and P. Biaggi Retirement Plan reported $558K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,842 in Professional & Technical Services (20,173 peers)

Keith Graffam and Patricia Biaggi multi-year trail

Keith Graffam and Patricia Biaggi's plans moved +27.5% in assets from 2022 to 2024; this filing shows K. Graffam and P. Biaggi Retirement Plan at $558K / 3 participants.

#2,842
in Professional & Technical Services (20,173 peers)
+12.9%
assets growth YoY

K. Graffam and P. Biaggi Retirement Plan among the smaller filed plans by assets

K. Graffam and P. Biaggi Retirement Plan vs every filed plan by assets

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

$557,573 19th percentile higher than 19% 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

K. Graffam and P. Biaggi Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. K. Graffam and P. Biaggi Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • K. Graffam and P. Biaggi Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • K. Graffam and P. Biaggi Retirement Plan reported net income rose from $56K in the plan year 2023 filing to $64K in the plan year 2024 filing.
  • K. Graffam and P. Biaggi Retirement Plan end-of-year assets rose from $494K in the plan year 2023 filing to $558K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 581258358 · Keith Graffam and Patricia Biaggi PY 2024 · Profit Sharing

K. Graffam and P. Biaggi Retirement Plan · $558K · 3 · 19th

  • PCT $558K
  • PCT 3
  • PCT 19th
  • PCT Profit Sharing
  • PCT near Honey Badger Ventures Inc. Retirement Plan
  • PCT ind #2842

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 Puerto Rico →

K. Graffam and P. Biaggi Retirement Plan in the asset neighbourhood

K. Graffam and P. Biaggi Retirement PlanK. Graffam and P. Biaggi Ret…$558KHoney Badger Ventures Inc. Retirement PlanHoney Badger Ventures Inc. R…$557K562 Enterprises Inc. Retirement Plan562 Enterprises Inc. Retirem…$558KKatl Enterprises, Inc. Retirement PlanKatl Enterprises, Inc. Retir…$557KWright Idea Enterprises, Inc. Profit Sharing PlanWright Idea Enterprises, Inc…$558K
End-of-year total assets ($M) among K. Graffam and P. Biaggi Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Keith Graffam and Patricia Biaggi multi-year asset trail

Sponsor-wide plan assets over time

All Keith Graffam and Patricia Biaggi plans reported in each filing year

Latest sponsor-wide plan assets
$558K 27.4738112765831% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M$0.6M 202220232024 $0.44M $0.56M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 2 $437K
2023 1 2 $494K
2024 1 3 $558K

Keith Graffam and Patricia Biaggi filing trail (2024)

Total Assets (Beginning of Year)$494K
Net Assets (End of Year)$558K
Net Income$64K
Employer EIN581258358
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

K. Graffam and P. Biaggi Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants K. Graffam and P. Biaggi Retirement Plan, Total assets ($M): 0.557573 · Participants: 3K. Graffam and P. Biaggi Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
K. Graffam and P. Biaggi Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare K. Graffam and P. Biaggi Retirement Plan side-by-side with 3 peers →

K. Graffam and P. Biaggi Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Honey Badger Ventures Inc. Retirement Plan in NC ($557K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 K. Graffam and P. Biaggi Retirement Plan assets move in 2024? ▼
K. Graffam and P. Biaggi Retirement Plan grew at a solid clip - up 12.9% during 2024, from $494K to $558K. Reported net income was $64K.
How have Keith Graffam and Patricia Biaggi plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keith Graffam and Patricia Biaggi's sponsor-wide assets grew 27.5%, from $437K to $558K.
Where does K. Graffam and P. Biaggi Retirement Plan rank by assets among Form 5500 filers? ▼
K. Graffam and P. Biaggi Retirement Plan ranks in the 19th 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 Profit Sharing plans are similar in size to K. Graffam and P. Biaggi Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Honey Badger Ventures Inc. Retirement Plan in NC ($557K, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to K. Graffam and P. Biaggi Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 581258358.

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.