ESOP · DOL Form 5500 · 2024

William a Graham Company ESOP

Data updated 2026-08-25

$33M
Total assets Below avg plan size
N/A
Participants Small participant base
79th
Percentile by assets National rank
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Official DOL plan name: The Graham Company Employee Stock Ownership Plan · Sponsored by William a Graham Company · Pennsylvania · Finance & Insurance

$33M in assets, N/A participants

William a Graham Company's The Graham Company Employee Stock Ownership Plan reported $33M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,704 in Finance & Insurance (8,549 peers)

Where The Graham Company Employee Stock Ownership Plan sits by assets

The Graham Company Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $33M for N/A participants, up 6.5% in 2024.

#5,704
in Finance & Insurance (8,549 peers)
+6.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Graham Company Employee Stock Ownership Plan's outsized position by total assets

The Graham Company Employee Stock Ownership Plan vs every filed plan by assets

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

$32,999,475 Top 21% higher than 79% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Graham Company Employee Stock Ownership Plan reported participants fell from 205 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • The Graham Company Employee Stock Ownership Plan reported net income fell from $12M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Graham Company Employee Stock Ownership Plan end-of-year assets rose from $31M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 231570876 · William a Graham Company PY 2024 · ESOP

The Graham Company Employee Stock Ownership Plan · $33M · N/A · 79th

  • EIN $33M
  • RANK N/A
  • PHOTO 79th
  • IND ESOP
  • EOY near Ritbearing, Inc. Employee Stock Ownership Plan
  • 5500 ind #5704

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 What is an ESOP? → · Plans in Pennsylvania →

The Graham Company Employee Stock Ownership Plan in the asset neighbourhood

Mi-T-M Employee Stock Ownership PlanMi-T-M Employee Stock Owners…$33MThe Graham Company Employee Stock Ownership PlanThe Graham Company Employee …$33MRitbearing, Inc. Employee Stock Ownership PlanRitbearing, Inc. Employee St…$33MTechflow, Inc. Employee Stock Ownership PlanTechflow, Inc. Employee Stoc…$33MVisionist, Inc. Employee Stock Ownership Plan and TrustVisionist, Inc. Employee Sto…$33M
End-of-year total assets ($M) among The Graham Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN231570876
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William a Graham Company)

Sponsor-wide plan assets over time

All William a Graham Company plans reported in each filing year

Latest sponsor-wide plan assets
$33M 59.97874255283509% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $82.5M $33M ▼ -60.0%
Year Plans Participants Total Assets
2022 2 433 $82M
2023 3 636 $31M
2024 1 N/A $33M

Nearby ESOP Plans in Pennsylvania

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

The Graham Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants The Graham Company Employee Stock Ownership Plan, Total assets ($B): 0.032999475 · Participants: 0The Graham Company Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
The Graham Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare The Graham Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Graham Company Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Pennsylvania, the nearest ESOP by end-of-year assets is Ritbearing, Inc. Employee Stock Ownership Plan in NY at $33M (this filing: $33M).

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 The Graham Company Employee Stock Ownership Plan assets move in 2024? ▼
The Graham Company Employee Stock Ownership Plan grew at a solid clip - up 6.5% during 2024, from $31M to $33M. Reported net income was $2M.
How have William a Graham Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William a Graham Company's sponsor-wide assets declined 60.0%, from $82M to $33M.
Where does The Graham Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Graham Company Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Graham Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ritbearing, Inc. Employee Stock Ownership Plan in NY ($33M, 27 participants).

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 231570876.

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.