401(k) · DOL Form 5500 · 2024

Graham Corporation 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
555
Participants Below avg headcount
90th
Percentile by assets National rank
$176,103
Avg per participant Above avg balance/head
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Official DOL plan name: Graham Corporation Incentive Savings Plan · Sponsored by Graham Corporation · New York · Manufacturing

$98M in assets, 555 participants

Graham Corporation's Graham Corporation Incentive Savings Plan reported $98M in total assets and 555 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.

  • #15,216 in Manufacturing (17,777 peers)

Where Graham Corporation Incentive Savings Plan sits by assets

Graham Corporation Incentive Savings Plan sits in the top 10% of all filed plans by assets, $98M for 555 participants (~$176,103/participant), up 14.1% in 2024.

#15,216
in Manufacturing (17,777 peers)
+14.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Graham Corporation Incentive Savings Plan's outsized position by total assets

Graham Corporation Incentive Savings Plan vs every filed plan by assets

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

$97,737,227 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 Corporation Incentive Savings 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 Corporation Incentive Savings Plan sits mid-pack in the medium band (555 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Graham Corporation Incentive Savings Plan reported net income fell from $17M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Graham Corporation Incentive Savings Plan end-of-year assets rose from $86M in the plan year 2023 filing to $98M in the plan year 2024 filing.
  • Graham Corporation Incentive Savings Plan reported participants rose from 507 in the plan year 2023 filing to 555 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161194720 · Graham Corporation PY 2024 · 401(k)

Graham Corporation Incentive Savings Plan · $98M · 555 · 90th

  • 5500 $98M
  • 5500 555
  • 5500 90th
  • 5500 401(k)
  • 5500 near Truck Group 401(k) Plan
  • 5500 ind #15216

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 →

Graham Corporation Incentive Savings Plan in the asset neighbourhood

Ion Intermediate Holdings, LLC 401(k) PlanIon Intermediate Holdings, L…$98MIteris, Inc 401(k) and Stock Ownership PlanIteris, Inc 401(k) and Stock…$98MGraham Corporation Incentive Savings PlanGraham Corporation Incentive…$98MTruck Group 401(k) Plan$98MTlc Retirement Savings Plan$98M
End-of-year total assets ($M) among Graham Corporation Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$98M
Net Income$12M
Employer EIN161194720
Plan Effective Date1973-08-01
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 401(k) Plans in New York

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

Graham Corporation Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Graham Corporation Incentive Savings Plan, Total assets ($B): 0.097737227 · Participants: 555Graham Corporation Incentive Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Graham Corporation Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Graham Corporation Incentive Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Truck Group 401(k) Plan in TX ($98M); by covered participants it is Gaming Laboratories International, LLC Profit Sharing Plan in NJ (555 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (555 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 Corporation Incentive Savings Plan assets move in 2024? ▼
Graham Corporation Incentive Savings Plan grew at a solid clip - up 14.1% during 2024, from $86M to $98M. Reported net income was $12M.
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 Graham Corporation Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Graham Corporation Incentive Savings 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 Corporation Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Truck Group 401(k) Plan in TX ($98M, 1,197 participants).
Which 401(k) plans cover a similar participant headcount to Graham Corporation Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gaming Laboratories International, LLC Profit Sharing Plan in NJ (555 participants, $85M 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.