401(k) · DOL Form 5500 · 2024

The Graham Companies 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
291
Participants Below avg headcount
73rd
Percentile by assets National rank
$79,578
Avg per participant Below avg balance/head
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Official DOL plan name: The Graham Companies 401(k) Plan · Sponsored by The Graham Companies · Florida · Real Estate

$23M in assets, 291 participants

The Graham Companies's The Graham Companies 401(k) Plan reported $23M in total assets and 291 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #3,984 in Real Estate (4,605 peers)

Coverage in Florida

The Graham Companies 401(k) Plan covers 291 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $23M.

#3,984
in Real Estate (4,605 peers)
+15.1%
assets growth YoY

The Graham Companies 401(k) Plan's outsized position by total assets

The Graham Companies 401(k) Plan vs every filed plan by assets

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

$23,157,285 Top 27% higher than 73% 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

The Graham Companies 401(k) 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. The Graham Companies 401(k) Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Graham Companies 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • The Graham Companies 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Graham Companies 401(k) Plan reported participants fell from 294 in the plan year 2023 filing to 291 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 650127392 · The Graham Companies PY 2024 · 401(k)

The Graham Companies 401(k) Plan · $23M · 291 · 73rd

  • RANK $23M
  • RANK 291
  • RANK 73rd
  • RANK 401(k)
  • RANK near Willowwood Global, LLC Profit Sharing Plan
  • RANK ind #3984

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 Real Estate retirement plans → · Plans in Florida →

The Graham Companies 401(k) Plan in the asset neighbourhood

The Graham Companies 401(k) PlanThe Graham Companies 401(k) …$23MWillowwood Global, LLC Profit Sharing PlanWillowwood Global, LLC Profi…$23MDummen NA, Inc. 401(k) Retirement PlanDummen NA, Inc. 401(k) Retir…$23MBarrio 401(k) Plan$23MNelson & Pope 401(k) Plan$23M
End-of-year total assets ($M) among The Graham Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN650127392
Plan Effective Date1974-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Graham Companies)

Sponsor-wide plan assets over time

All The Graham Companies plans reported in each filing year

Latest sponsor-wide plan assets
$67M 24.416872023903636% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $53.7M $66.9M ▲ +24.4%
Year Plans Participants Total Assets
2022 2 471 $54M
2023 2 490 $62M
2024 2 480 $67M

Nearby 401(k) Plans in Florida

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

The Graham Companies 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Graham Companies 401(k) Plan, Total assets ($B): 0.023157285 · Participants: 291The Graham Companies 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
The Graham Companies 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Graham Companies 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Willowwood Global, LLC Profit Sharing Plan in OH ($23M); by covered participants it is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (291 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 The Graham Companies 401(k) Plan assets move in 2024? ▼
The Graham Companies 401(k) Plan grew sharply - up 15.1% during 2024, from $20M to $23M. Reported net income was $3M.
How have The Graham Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Graham Companies's sponsor-wide assets grew 24.4%, from $54M to $67M.
Which 401(k) plans are similar in size to The Graham Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Willowwood Global, LLC Profit Sharing Plan in OH ($23M, 173 participants).
Which 401(k) plans cover a similar participant headcount to The Graham Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants, $16M 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 650127392.

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.