401(k) · DOL Form 5500 · 2024
Grafton School Incorporated 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 657
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $30,929
- Avg per participant Low balance/head
Official DOL plan name: Grafton School, Inc. 401(k) Plan · Sponsored by Grafton School Incorporated · Virginia · Educational Services
$20M in assets, 657 participants
Grafton School Incorporated's Grafton School, Inc. 401(k) Plan reported $20M in total assets and 657 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #1,941 in Educational Services (3,638 peers)
Grafton School Incorporated multi-year trail
Grafton School Incorporated's plans moved +27.7% in assets from 2022 to 2024; this filing shows Grafton School, Inc. 401(k) Plan at $20M / 657 participants.
- #1,941
- in Educational Services (3,638 peers)
- +6.3%
- assets growth YoY
Grafton School, Inc. 401(k) Plan's outsized position by total assets
Grafton School, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,320,291 Top 29% higher than 71% 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
Grafton School, Inc. 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. Grafton School, Inc. 401(k) Plan sits mid-pack in the medium band (657 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Grafton School, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Grafton School, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Grafton School, Inc. 401(k) Plan reported participants rose from 645 in the plan year 2023 filing to 657 in the plan year 2024 filing.
DOL schedule card
Filing strip 540682401 · Grafton School Incorporated PY 2024 · 401(k)
Grafton School, Inc. 401(k) Plan · $20M · 657 · 71st
- NET $20M
- NET 657
- NET 71st
- NET 401(k)
- NET near New World Medical 401(k) Plan
- NET ind #1941
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 Educational Services retirement plans → · Plans in Virginia →
Grafton School, Inc. 401(k) Plan in the asset neighbourhood
Grafton School Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Grafton School Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 27.726996757025308% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 562 | $16M |
| 2023 | 1 | 645 | $19M |
| 2024 | 1 | 657 | $20M |
Grafton School Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $1M |
| Employer EIN | 540682401 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Grafton School, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is New World Medical 401(k) Plan in CA ($20M); by covered participants it is Ptc Therapeutics Inc. 401(k) Retirement Savings Plan in NJ (657 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- New World Medical 401(k) Plan (CA) $20M · 176
- Serrala Americas, Inc. 401(k) Plan (IL) $20M · 98
- Aduro Advisors, LLC 401(k) Plan (CO) $20M · 296
- Buffalo Lodging Associates LLC Retirement Savings Plan (MA) $20M · 1,273
Similar participant headcount
Nearest other-state filings by covered participants (657 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.