Defined Benefit (Pension) · DOL Form 5500 · 2024
Graham Capital Company Pension Plan
Data updated 2026-08-11
- $41M
- Total assets
- 18
- Participants
- 82nd
- Percentile by assets
- $2.3M
- Avg per participant
Official DOL plan name: Graham Companies Pension Plan · Sponsored by Graham Capital Company · Pennsylvania · Professional & Technical Services
$41M in assets, 18 participants
Graham Capital Company's Graham Companies Pension Plan reported $41M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 123,622 plans)
- #16,590 in Professional & Technical Services (20,173 peers)
Where Graham Companies Pension Plan sits by assets
Graham Companies Pension Plan sits in the top quartile of all filed plans by assets, $41M for 18 participants (~$2.3M/participant), down 4.4% in 2024.
- $41M
- total plan assets (2024 EOY)
- 18
- covered participants
- 82nd
- percentile by assets (of 123,622 plans)
- $2.3M
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Graham Companies Pension Plan reported net income rose from -$4M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Graham Companies Pension Plan reported participants rose from 17 in the plan year 2023 filing to 18 in the plan year 2024 filing.
- Graham Companies Pension Plan end-of-year assets fell from $43M in the plan year 2023 filing to $41M in the plan year 2024 filing.
Graham Companies Pension Plan vs the 2024 asset distribution
By assets, Graham Companies Pension Plan outranks 82% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$2M |
| Employer EIN | 231988068 |
| Plan Effective Date | 1967-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Graham Capital Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 431 | $77M |
| 2023 | 2 | 37 | $77M |
| 2024 | 2 | 39 | $79M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Graham Companies Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Graham Companies Pension Plan by total assets, not by location.
- Pension Plan for Hawaii Dental Service (HI) $41M · 114
- Sulzer Pumps (US) Inc. Retirement Plan (TX) $41M · 101
- Leggett & Platt, Incorporated Pension Plan (MO) $41M · 500
- The Jackson Lewis P.C. Cash Balance Plan II (NY) $41M · 313
Frequently Asked Questions
How did Graham Companies Pension Plan assets move in 2024? ▼
How have Graham Capital Company plan assets changed over time? ▼
Where does Graham Companies Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Graham Companies Pension Plan? ▼
Next read for Graham Companies Pension Plan
Scale reading
Ways to act on Graham Companies Pension Plan's numbers.
- By total assets, Graham Companies Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
- Graham Capital Company's sponsor-wide assets have grown 2.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans