Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Retirement Income Plan of Graham Corporation

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Graham Corporation · New York · Manufacturing

What the 2023 filing shows

Retirement Income Plan of Graham Corporation holds $31M for 53 participants — about $581,447 per participant, down 7.2% over the 2024 plan year.

$31M
total plan assets (2024 EOY)
53
covered participants
$581,447
avg assets per participant
-7.2%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$31M
Participants
53
State
Industry
Manufacturing

What the Filing Says About Retirement Income Plan of Graham Corporation

Retirement Income Plan of Graham Corporation is a Defined Benefit (Pension) retirement plan sponsored by Graham Corporation, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 53 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 161194720, and the plan has been effective since 1957-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $33M at the beginning of 2024 to $31M at year-end — a decline of 7.2%. Net assets (after liabilities) closed the year at $31M, with reported net income of $-2,404,173 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$33M
Total Assets (End of Year)$31M
Net Assets (End of Year)$31M
Net Income$-2,404,173
Plan TypeDefined Benefit (Pension)
Employer EIN161194720
Plan Effective Date1957-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Corporation)

Year Plans Participants Total Assets
2022 2 534 $101M
2023 2 565 $119M
2024 2 608 $129M

Nearby Defined Benefit (Pension) Plans in New York

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

Frequently Asked Questions

How much money is in the Retirement Income Plan of Graham Corporation?
As of the 2024 Form 5500 filing, Retirement Income Plan of Graham Corporation holds $31M in total assets with 53 participants. It is sponsored by Graham Corporation.
What type of plan is Retirement Income Plan of Graham Corporation?
Retirement Income Plan of Graham Corporation is a Defined Benefit (Pension) plan. It has been effective since 1957-06-01. The plan is filed with the U.S. Department of Labor under EIN 161194720.
Who sponsors the Retirement Income Plan of Graham Corporation?
Retirement Income Plan of Graham Corporation is sponsored by Graham Corporation, located in New York. The sponsor's EIN is 161194720 and the plan operates in the Manufacturing industry.
How did Retirement Income Plan of Graham Corporation perform in 2024?
Retirement Income Plan of Graham Corporation declined by 7.2% during 2024, moving from $33M to $31M in total assets. Net income was $-2,404,173.
Where can I find official filings for Retirement Income Plan of Graham Corporation?
Official Form 5500 filings for Retirement Income Plan of Graham Corporation are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 161194720 or plan name at efast.dol.gov.
How does Retirement Income Plan of Graham Corporation compare to other plans?
You can compare Retirement Income Plan of Graham Corporation against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 161194720.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.