Defined Benefit (Pension) · DOL Form 5500 · 2024

The Graham Companies Pension Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
189
Participants Below avg headcount
83rd
Percentile by assets National rank
$231,166
Avg per participant Above avg balance/head
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Official DOL plan name: The Graham Companies Pension Plan · Sponsored by The Graham Companies · Florida · Real Estate

$44M in assets, 189 participants

The Graham Companies's The Graham Companies Pension Plan reported $44M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,255 in Real Estate (4,605 peers)

Coverage in Florida

The Graham Companies Pension Plan covers 189 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $44M.

#4,255
in Real Estate (4,605 peers)
+3.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Graham Companies Pension Plan's outsized position by total assets

The Graham Companies Pension Plan vs every filed plan by assets

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

$43,690,319 Top 17% higher than 83% 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 Pension 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 Pension Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Graham Companies Pension Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Graham Companies Pension Plan end-of-year assets rose from $42M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • The Graham Companies Pension Plan reported participants fell from 196 in the plan year 2023 filing to 189 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 650127392 · The Graham Companies PY 2024 · Defined Benefit (Pension)

The Graham Companies Pension Plan · $44M · 189 · 83rd

  • VS-ST $44M
  • VS-ST 189
  • VS-ST 83rd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Retirement Plan for Employees of Augusta National, Inc.
  • VS-ST ind #4255

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 Pension Plan in the asset neighbourhood

United Steelworkers Local 14614 Pension Trust FundUnited Steelworkers Local 14…$44MWillamette Falls Hospital Pension PlanWillamette Falls Hospital Pe…$44MRetirement Plan for Employees of Augusta National, Inc.Retirement Plan for Employee…$44MThe Graham Companies Pension PlanThe Graham Companies Pension…$44MFirstbank Puerto Rico Retirement Plan for the Former Employees of Banco SantanderFirstbank Puerto Rico Retire…$44M
End-of-year total assets ($M) among The Graham Companies Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$44M
Net Income$2M
Employer EIN650127392
Plan Effective Date1968-05-31
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 Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Graham Companies Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants The Graham Companies Pension Plan, Total assets ($B): 0.043690319 · Participants: 189The Graham Companies Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
The Graham Companies Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare The Graham Companies Pension Plan side-by-side with 3 peers →

The Graham Companies Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Augusta National, Inc. in GA ($44M); by covered participants it is Pension Plan for Eligible Employees of Suburban Propane L.P. and Subsidiaries in NJ (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Pension Plan assets move in 2024? ▼
The Graham Companies Pension Plan edged up modestly - up 3.8% during 2024, from $42M to $44M. Reported net income was $2M.
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.
Where does The Graham Companies Pension Plan rank by assets among Form 5500 filers? ▼
The Graham Companies Pension Plan ranks in the 83rd 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 Defined Benefit (Pension) plans are similar in size to The Graham Companies Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Augusta National, Inc. in GA ($44M, 368 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Graham Companies Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Eligible Employees of Suburban Propane L.P. and Subsidiaries in NJ (189 participants, $52M 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.