401(k) · DOL Form 5500 · 2024

Graham Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
88
Participants Small participant base
68th
Percentile by assets National rank
$201,321
Avg per participant Above avg balance/head
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Official DOL plan name: Graham Partners 401(k) Retirement Savings Plan · Sponsored by Graham Partners, Inc. · Pennsylvania · Finance & Insurance

$18M in assets, 88 participants

Graham Partners, Inc.'s Graham Partners 401(k) Retirement Savings Plan reported $18M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,467 in Finance & Insurance (8,549 peers)

Graham Partners, Inc. multi-year trail

Graham Partners, Inc.'s plans moved +61.2% in assets from 2022 to 2024; this filing shows Graham Partners 401(k) Retirement Savings Plan at $18M / 88 participants.

#4,467
in Finance & Insurance (8,549 peers)
+23.2%
assets growth YoY

Graham Partners 401(k) Retirement Savings Plan's outsized position by total assets

Graham Partners 401(k) Retirement Savings Plan vs every filed plan by assets

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

$17,716,243 Top 32% higher than 68% 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 Partners 401(k) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Graham Partners 401(k) Retirement Savings Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Graham Partners 401(k) Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Graham Partners 401(k) Retirement Savings Plan reported participants rose from 78 in the plan year 2023 filing to 88 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232539420 · Graham Partners, Inc. PY 2024 · 401(k)

Graham Partners 401(k) Retirement Savings Plan · $18M · 88 · 68th

  • ASSETS $18M
  • ASSETS 88
  • ASSETS 68th
  • ASSETS 401(k)
  • ASSETS near Capitol Beverage Sales Incentive 401(k) Plan
  • ASSETS ind #4467

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 Pennsylvania →

Graham Partners 401(k) Retirement Savings Plan in the asset neighbourhood

Graham Partners 401(k) Retirement Savings PlanGraham Partners 401(k) Retir…$18MCapitol Beverage Sales Incentive 401(k) PlanCapitol Beverage Sales Incen…$18MTownsend Holdings LLC 401(k) PlanTownsend Holdings LLC 401(k)…$18MAtto Technology, Inc. 401(k) PlanAtto Technology, Inc. 401(k)…$18MStratus Solutions Retirement PlanStratus Solutions Retirement…$18M
End-of-year total assets ($M) among Graham Partners 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Graham Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Graham Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 61.20149883672822% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $11M $17.7M ▲ +61.2%
Year Plans Participants Total Assets
2022 1 77 $11M
2023 1 78 $14M
2024 1 88 $18M

Graham Partners, Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN232539420
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Graham Partners 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Graham Partners 401(k) Retirement Savings Plan, Total assets ($B): 0.017716243 · Participants: 88Graham Partners 401(k) Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Graham Partners 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Graham Partners 401(k) Retirement Savings Plan side-by-side with 3 peers →

Graham Partners 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Capitol Beverage Sales Incentive 401(k) Plan in MN ($18M); by covered participants it is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Partners 401(k) Retirement Savings Plan assets move in 2024? ▼
Graham Partners 401(k) Retirement Savings Plan grew sharply - up 23.2% during 2024, from $14M to $18M. Reported net income was $3M.
How have Graham Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Partners, Inc.'s sponsor-wide assets grew 61.2%, from $11M to $18M.
Which 401(k) plans are similar in size to Graham Partners 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capitol Beverage Sales Incentive 401(k) Plan in MN ($18M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Graham Partners 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 participants, $2M 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 232539420.

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.