Defined Benefit (Pension) · DOL Form 5500 · 2023

The Graham Companies Pension Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
196
Participants Below avg headcount
84th
Percentile by assets National rank
$214,764
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

$42M in assets, 196 participants

The Graham Companies's The Graham Companies Pension Plan reported $42M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #4,415 in Real Estate (4,727 peers)

Coverage in Florida

The Graham Companies Pension Plan covers 196 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $42M.

#4,415
in Real Estate (4,727 peers)
+14.5%
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 2023 · DOL Form 5500

$42,093,818 Top 16% higher than 84% of 127,068 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 2023

The Graham Companies Pension Plan among mid-size filed plans by headcount

Plan-year 2023 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 (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Graham Companies Pension Plan reported net income rose from -$13M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Graham Companies Pension Plan end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • The Graham Companies Pension Plan reported participants fell from 204 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 650127392 · The Graham Companies PY 2023 · Defined Benefit (Pension)

The Graham Companies Pension Plan · $42M · 196 · 84th

  • PART $42M
  • TYPE 196
  • NET 84th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Oakwood Healthcare, Inc. Union Cash Balance Plan
  • BOY ind #4415

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

Wisconsin Alumni Research Foundation Pension PlanWisconsin Alumni Research Fo…$42MSilgan Can Company Pension Plan for Hourly EmployeesSilgan Can Company Pension P…$42MThe Graham Companies Pension PlanThe Graham Companies Pension…$42MOakwood Healthcare, Inc. Union Cash Balance PlanOakwood Healthcare, Inc. Uni…$42MAlside Retirement Plan$42M
End-of-year total assets ($M) among The Graham Companies Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
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. -5000050001000015000 -20246810 Total assets ($B) Participants The Graham Companies Pension Plan, Total assets ($B): 0.042093818 · Participants: 196The Graham Companies Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement 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 Oakwood Healthcare, Inc. Union Cash Balance Plan in MI ($42M); by covered participants it is Moore & Van Allen Pension Plan in NC (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
The Graham Companies Pension Plan grew at a solid clip - up 14.5% during 2023, from $37M to $42M. Reported net income was $5M.
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 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Oakwood Healthcare, Inc. Union Cash Balance Plan in MI ($42M, 831 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 Moore & Van Allen Pension Plan in NC (196 participants, $50M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.