Defined Benefit (Pension) · DOL Form 5500 · 2024

Graham Corporation Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
53
Participants Small participant base
78th
Percentile by assets National rank
$581,447
Avg per participant High balance/head
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Official DOL plan name: Retirement Income Plan of Graham Corporation · Sponsored by Graham Corporation · New York · Manufacturing

$31M in assets, 53 participants

Graham Corporation's Retirement Income Plan of Graham Corporation reported $31M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,327 in Manufacturing (17,777 peers)

Where Retirement Income Plan of Graham Corporation sits by assets

Retirement Income Plan of Graham Corporation sits in the top quartile of all filed plans by assets, $31M for 53 participants (~$581,447/participant), down 7.2% in 2024.

#12,327
in Manufacturing (17,777 peers)
-7.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Retirement Income Plan of Graham Corporation's outsized position by total assets

Retirement Income Plan of Graham Corporation vs every filed plan by assets

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

$30,816,716 Top 22% higher than 78% 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

Retirement Income Plan of Graham Corporation among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Income Plan of Graham Corporation is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Income Plan of Graham Corporation reported net income fell from $684K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Retirement Income Plan of Graham Corporation reported participants fell from 58 in the plan year 2023 filing to 53 in the plan year 2024 filing.
  • Retirement Income Plan of Graham Corporation end-of-year assets fell from $33M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 161194720 · Graham Corporation PY 2024 · Defined Benefit (Pension)

Retirement Income Plan of Graham Corporation · $31M · 53 · 78th

  • SCH $31M
  • EBSA 53
  • PART 78th
  • TYPE Defined Benefit (Pension)
  • NET near Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln
  • BOOK ind #12327

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 Manufacturing retirement plans → · Plans in New York →

Retirement Income Plan of Graham Corporation in the asset neighbourhood

Columbus Regional Healthcare System Employees' Pension PlanColumbus Regional Healthcare…$31MRetirement Income Plan of Graham CorporationRetirement Income Plan of Gr…$31MJoint Comm on Acred of Healthcare Org Accnt Based Retir PlnJoint Comm on Acred of Healt…$31MMidland-Guardian Co. Salaried Employees' Pension PMidland-Guardian Co. Salarie…$31MGardner Denver, Inc Pension PlanGardner Denver, Inc Pension …$31M
End-of-year total assets ($M) among Retirement Income Plan of Graham Corporation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

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

Sponsor Plan History (Graham Corporation)

Sponsor-wide plan assets over time

All Graham Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$129M 27.630012745831273% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $101M $129M ▲ +27.6%
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.

Retirement Income Plan of Graham Corporation vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Retirement Income Plan of Graham Corporation, Total assets ($B): 0.030816716 · Participants: 53Retirement Income Plan of Graham CorporationIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Retirement Income Plan of Graham Corporation vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Income Plan of Graham Corporation side-by-side with 3 peers →

Retirement Income Plan of Graham Corporation's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln in IL ($31M); by covered participants it is Retirement Plan for the Benefit of Salaried and Other Employees of Boston Mutual Life Insurance Company in MA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Retirement Income Plan of Graham Corporation assets move in 2024? ▼
Retirement Income Plan of Graham Corporation pulled back noticeably - down 7.2% during 2024, from $33M to $31M. Reported net income was -$2M.
How have Graham Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Corporation's sponsor-wide assets grew 27.6%, from $101M to $129M.
Where does Retirement Income Plan of Graham Corporation rank by assets among Form 5500 filers? ▼
Retirement Income Plan of Graham Corporation ranks in the 78th 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 Defined Benefit (Pension) plans are similar in size to Retirement Income Plan of Graham Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln in IL ($31M, 983 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Income Plan of Graham Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for the Benefit of Salaried and Other Employees of Boston Mutual Life Insurance Company in MA (53 participants, $42M 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 161194720.

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.