Defined Benefit (Pension) · DOL Form 5500 · 2023

Graves Management, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
36th
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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Official DOL plan name: Graves Management, Inc. Defined Benefit Pension Plan · Sponsored by Graves Management, Inc. · Texas · Professional & Technical Services

$3M in assets, 1 participants

Graves Management, Inc.'s Graves Management, Inc. Defined Benefit Pension Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,771 in Professional & Technical Services (20,321 peers)

Graves Management, Inc. multi-year trail

Graves Management, Inc.'s plans moved -10.1% in assets from 2022 to 2023; this filing shows Graves Management, Inc. Defined Benefit Pension Plan at $3M / 1 participant.

#6,771
in Professional & Technical Services (20,321 peers)
-10.1%
assets change YoY

The plan reported a net loss of $354K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Graves Management, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Graves Management, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$3,158,753 36th percentile higher than 36% 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

Graves Management, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Graves Management, Inc. Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Graves Management, Inc. Defined Benefit Pension Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Graves Management, Inc. Defined Benefit Pension Plan reported net income rose from -$437K in the plan year 2022 filing to -$354K in the plan year 2023 filing.
  • Graves Management, Inc. Defined Benefit Pension Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742691336 · Graves Management, Inc. PY 2023 · Defined Benefit (Pension)

Graves Management, Inc. Defined Benefit Pension Plan · $3M · 1 · 36th

  • ASSETS $3M
  • PCT 1
  • EIN 36th
  • RANK Defined Benefit (Pension)
  • PHOTO near Montclair Child Development Center, Inc. Defined Benefit Plan
  • IND ind #6771

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 Texas →

Graves Management, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Graves Management, Inc. Defined Benefit Pension PlanGraves Management, Inc. Defi…$3MMontclair Child Development Center, Inc. Defined Benefit PlanMontclair Child Development …$3MStepan Company Retirement Plan for Maywood Hourly EmployeesStepan Company Retirement Pl…$3MPension Plan for Hourly Paid Employees of Delta Star, Inc.Pension Plan for Hourly Paid…$3MVeterinary Medical Center Cash Balance Pension PlanVeterinary Medical Center Ca…$3M
End-of-year total assets ($M) among Graves Management, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Graves Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Graves Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.078794671260912% vs 2022
2023 filing year
$3M$3.2M$3.4M$3.6M 20222023 $3.51M $3.16M ▼ -10.0%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 1 $3M

Graves Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$354K
Employer EIN742691336
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Graves Management, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Graves Management, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.003158753 · Participants: 1Graves Management, Inc. Defined Benefit Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Graves Management, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Graves Management, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Graves Management, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Montclair Child Development Center, Inc. Defined Benefit Plan in NJ ($3M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Graves Management, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Graves Management, Inc. Defined Benefit Pension Plan pulled back noticeably - down 10.1% during 2023, from $4M to $3M. Reported net income was -$354K.
How have Graves Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Graves Management, Inc.'s sponsor-wide assets declined 10.1%, from $4M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Graves Management, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Montclair Child Development Center, Inc. Defined Benefit Plan in NJ ($3M, 28 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Graves Management, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant, 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 742691336.

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.