401(k) · DOL Form 5500 · 2024

Graham Companies 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
21
Participants Small participant base
81st
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Graham Companies Retirement Savings Plan · Sponsored by Graham Companies · Pennsylvania · Manufacturing

$38M in assets, 21 participants

Graham Companies's Graham Companies Retirement Savings Plan reported $38M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #12,992 in Manufacturing (17,777 peers)

Where Graham Companies Retirement Savings Plan sits by assets

Graham Companies Retirement Savings Plan sits in the top quartile of all filed plans by assets, $38M for 21 participants (~$1.8M/participant), up 11.8% in 2024.

#12,992
in Manufacturing (17,777 peers)
+11.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Graham Companies Retirement Savings Plan's outsized position by total assets

Graham Companies Retirement Savings Plan vs every filed plan by assets

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

$37,970,776 Top 19% higher than 81% 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 Companies 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 Companies Retirement Savings Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Graham Companies Retirement Savings Plan end-of-year assets rose from $34M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Graham Companies Retirement Savings Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Graham Companies Retirement Savings Plan reported participants rose from 20 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231988068 · Graham Companies PY 2024 · 401(k)

Graham Companies Retirement Savings Plan · $38M · 21 · 81st

  • VS-ST $38M
  • BOY 21
  • SCH 81st
  • EBSA 401(k)
  • PART near Fort Worth Community Credit Union Retirement Investment Plan
  • TYPE ind #12992

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 Pennsylvania →

Graham Companies Retirement Savings Plan in the asset neighbourhood

Graham Companies Retirement Savings PlanGraham Companies Retirement …$38MFort Worth Community Credit Union Retirement Investment PlanFort Worth Community Credit …$38MModera Wealth Management, LLC 401(k) PlanModera Wealth Management, LL…$38MMason Construction 401(k) Profit Sharing PlanMason Construction 401(k) Pr…$38MCaparo Employees Retirement Savings PlanCaparo Employees Retirement …$38M
End-of-year total assets ($M) among Graham Companies Retirement 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)$34M
Net Assets (End of Year)$38M
Net Income$4M
Employer EIN231988068
Plan Effective Date1986-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Companies)

Sponsor-wide plan assets over time

All Graham Companies plans reported in each filing year

Latest sponsor-wide plan assets
$79M 2.305761617185084% vs 2022
2024 filing year
$76M$77M$78M$79M$80M 202220232024 $77.1M $78.9M ▲ +2.3%
Year Plans Participants Total Assets
2022 2 431 $77M
2023 2 37 $77M
2024 2 39 $79M

Nearby 401(k) Plans in Pennsylvania

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

Graham Companies Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Graham Companies Retirement Savings Plan, Total assets ($B): 0.037970776 · Participants: 21Graham Companies 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 Companies Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Graham Companies Retirement Savings Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Fort Worth Community Credit Union Retirement Investment Plan in TX ($38M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Companies Retirement Savings Plan assets move in 2024? ▼
Graham Companies Retirement Savings Plan grew at a solid clip - up 11.8% during 2024, from $34M to $38M. Reported net income was $4M.
How have Graham Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Companies's sponsor-wide assets grew 2.3%, from $77M to $79M.
Where does Graham Companies Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Graham Companies Retirement Savings Plan ranks in the 81st 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 401(k) plans are similar in size to Graham Companies Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fort Worth Community Credit Union Retirement Investment Plan in TX ($38M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Graham Companies Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 participants, N/A 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 231988068.

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.