401(k) · DOL Form 5500 · 2024

Graham Capital Management, L.P. 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
175
Participants Small participant base
90th
Percentile by assets National rank
$537,164
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Graham Profit Sharing Plan · Sponsored by Graham Capital Management, L.P. · Connecticut · Finance & Insurance

$94M in assets, 175 participants

Graham Capital Management, L.P.'s Graham Profit Sharing Plan reported $94M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,218 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Graham Profit Sharing Plan covers 175 participants in Connecticut, about 24% of the average Connecticut filer (state average ~718 per filing). Assets: $94M.

#7,218
in Finance & Insurance (8,549 peers)
+13.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Graham Profit Sharing Plan's outsized position by total assets

Graham Profit Sharing Plan vs every filed plan by assets

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

$94,003,783 Top 10% higher than 90% 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

Graham Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Graham Profit Sharing Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Graham Profit Sharing Plan reported net income fell from $16M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Graham Profit Sharing Plan end-of-year assets rose from $83M in the plan year 2023 filing to $94M in the plan year 2024 filing.
  • Graham Profit Sharing Plan reported participants rose from 168 in the plan year 2023 filing to 175 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 061398337 · Graham Capital Management, L.P. PY 2024 · 401(k)

Graham Profit Sharing Plan · $94M · 175 · 90th

  • PHOTO $94M
  • PHOTO 175
  • PHOTO 90th
  • PHOTO 401(k)
  • PHOTO near Kingdom Enterprises, Inc. 401(k) Plan
  • PHOTO ind #7218

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Graham Profit Sharing Plan in the asset neighbourhood

Marquette Transportation Company 401(k) PlanMarquette Transportation Com…$94MGraham Profit Sharing Plan$94MKingdom Enterprises, Inc. 401(k) PlanKingdom Enterprises, Inc. 40…$94MSan Gabriel Valley Water Company Retirement and Savings PlanSan Gabriel Valley Water Com…$94MPointclickcare Technologies USA Corp. 401(k) PlanPointclickcare Technologies …$94M
End-of-year total assets ($M) among Graham Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$94M
Net Income$11M
Employer EIN061398337
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Capital Management, L.P.)

Sponsor-wide plan assets over time

All Graham Capital Management, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 41.20872629401811% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $66.6M $94M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 158 $67M
2023 1 168 $83M
2024 1 175 $94M

Nearby 401(k) Plans in Connecticut

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

Graham Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Graham Profit Sharing Plan, Total assets ($B): 0.094003783 · Participants: 175Graham Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Graham Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Graham Profit Sharing Plan side-by-side with 3 peers →

Graham Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Kingdom Enterprises, Inc. 401(k) Plan in MN ($94M); by covered participants it is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Graham Profit Sharing Plan assets move in 2024? ▼
Graham Profit Sharing Plan grew at a solid clip - up 13.8% during 2024, from $83M to $94M. Reported net income was $11M.
How have Graham Capital Management, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Capital Management, L.P.'s sponsor-wide assets grew 41.2%, from $67M to $94M.
Where does Graham Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Graham Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Graham Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kingdom Enterprises, Inc. 401(k) Plan in MN ($94M, 802 participants).
Which 401(k) plans cover a similar participant headcount to Graham Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants, $13M 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 061398337.

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.