Other · DOL Form 5500 · 2024
Graham Windham Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 632
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $32,384
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Graham-Windham Services to Families and Children · Sponsored by Graham Windham · New York · Healthcare & Social Assistance
$20M in assets, 632 participants
Graham Windham's 403(b) Thrift Plan for Graham-Windham Services to Families and Children reported $20M in total assets and 632 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.
- #12,706 in Healthcare & Social Assistance (16,916 peers)
Graham Windham multi-year trail
Graham Windham's plans moved +18.9% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Graham-Windham Services to Families and Children at $20M / 632 participants.
- #12,706
- in Healthcare & Social Assistance (16,916 peers)
- +2.1%
- assets growth YoY
403(b) Thrift Plan for Graham-Windham Services to Families and Children's outsized position by total assets
403(b) Thrift Plan for Graham-Windham Services to Families and Children vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,466,698 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
403(b) Thrift Plan for Graham-Windham Services to Families and Children 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. 403(b) Thrift Plan for Graham-Windham Services to Families and Children sits mid-pack in the medium band (632 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Graham-Windham Services to Families and Children reported net income fell from $2M in the plan year 2023 filing to $413K in the plan year 2024 filing.
- 403(b) Thrift Plan for Graham-Windham Services to Families and Children reported participants rose from 597 in the plan year 2023 filing to 632 in the plan year 2024 filing.
- 403(b) Thrift Plan for Graham-Windham Services to Families and Children end-of-year assets rose from $20M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 132926426 · Graham Windham PY 2024 · Other
403(b) Thrift Plan for Graham-Windham Services to Families and Children · $20M · 632 · 71st
- PART $20M
- PART 632
- PART 71st
- PART Other
- PART near San Diego Foundation Section 403(b) Plan
- PART ind #12706
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
403(b) Thrift Plan for Graham-Windham Services to Families and Children in the asset neighbourhood
Graham Windham multi-year asset trail
Sponsor-wide plan assets over time
All Graham Windham plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 18.93703190990716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 793 | $32M |
| 2023 | 2 | 895 | $37M |
| 2024 | 2 | 944 | $39M |
Graham Windham filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $413K |
| Employer EIN | 132926426 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
403(b) Thrift Plan for Graham-Windham Services to Families and Children's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is San Diego Foundation Section 403(b) Plan in CA ($20M); by covered participants it is Eau Claire Cooperative Center 403(b) Retirement Plan and Trust in SC (632 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (632 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.