401(k) · DOL Form 5500 · 2024
Graef-USA Inc. 401(k) Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 309
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $251,817
- Avg per participant Above avg balance/head
Official DOL plan name: Graef Retirement Savings Plan · Sponsored by Graef-USA Inc. · Wisconsin · Professional & Technical Services
$78M in assets, 309 participants
Graef-USA Inc.'s Graef Retirement Savings Plan reported $78M in total assets and 309 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #18,075 in Professional & Technical Services (20,173 peers)
Where Graef Retirement Savings Plan sits by assets
Graef Retirement Savings Plan sits in the top quartile of all filed plans by assets, $78M for 309 participants (~$251,817/participant), up 8.7% in 2024.
- #18,075
- in Professional & Technical Services (20,173 peers)
- +8.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Graef Retirement Savings Plan's outsized position by total assets
Graef Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$77,811,492 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Graef Retirement 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. Graef Retirement Savings Plan sits mid-pack in the medium band (309 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Graef Retirement Savings Plan reported net income fell from $11M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Graef Retirement Savings Plan end-of-year assets rose from $72M in the plan year 2023 filing to $78M in the plan year 2024 filing.
- Graef Retirement Savings Plan reported participants rose from 300 in the plan year 2023 filing to 309 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391083592 · Graef-USA Inc. PY 2024 · 401(k)
Graef Retirement Savings Plan · $78M · 309 · 88th
- NET $78M
- NET 309
- NET 88th
- NET 401(k)
- NET near Resurgent Capital Services Group Retirement Savings Plan
- NET ind #18075
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
Graef Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $6M |
| Employer EIN | 391083592 |
| Plan Effective Date | 1968-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Graef-USA Inc.)
Sponsor-wide plan assets over time
All Graef-USA Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 29.234586667305823% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 536 | $65M |
| 2023 | 2 | 594 | $77M |
| 2024 | 2 | 612 | $84M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Graef Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Resurgent Capital Services Group Retirement Savings Plan in SC ($78M); by covered participants it is Forddirect Retirement Savings Plan in MI (309 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
- Resurgent Capital Services Group Retirement Savings Plan (SC) $78M · 525
- Engeo Incorporated 401(k) Plan (CA) $78M · 244
- Terra Millennium Corporation 401(k) Plan (UT) $78M · 1,791
- A. Morton Thomas and Associates, Inc. 401(k) Plan (MD) $78M · 490
Similar participant headcount
Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.
- Forddirect Retirement Savings Plan (MI) 309 · 0 off
- Bueno Foods 401(k) Plan (NM) 309 · 0 off
- Bank of Ann Arbor Employees 401(k) Profit Sharing Plan (MI) 309 · 0 off
- Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan (IA) 309 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.