Money Purchase · DOL Form 5500 · 2024
Graham Windham Money Purchase Plan
Data updated 2026-08-11
- $18M
- Total assets
- 312
- Participants
- 68th
- Percentile by assets
- $58,240
- Avg per participant
Official DOL plan name: Defined Contribution Pension Plan for Employees of Graham Windham · Sponsored by Graham Windham · New York · Healthcare & Social Assistance
$18M in assets, 312 participants
Graham Windham's Defined Contribution Pension Plan for Employees of Graham Windham reported $18M in total assets and 312 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- 68th percentile by assets (of 123,622 plans)
- #12,387 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Defined Contribution Pension Plan for Employees of Graham Windham covers 312 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $18M.
- $18M
- total plan assets (2024 EOY)
- 312
- covered participants
- 68th
- percentile by assets (of 123,622 plans)
- $58,240
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Defined Contribution Pension Plan for Employees of Graham Windham reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Defined Contribution Pension Plan for Employees of Graham Windham end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Defined Contribution Pension Plan for Employees of Graham Windham reported participants rose from 298 in the plan year 2023 filing to 312 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Defined Contribution Pension Plan for Employees of Graham Windham reports 312 participants - about 39% of that state average ($18M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $1M |
| Employer EIN | 132926426 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Graham Windham)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 793 | $32M |
| 2023 | 2 | 895 | $37M |
| 2024 | 2 | 944 | $39M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Defined Contribution Pension Plan for Employees of Graham Windham vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Defined Contribution Pension Plan for Employees of Graham Windham by total assets, not by location.
Frequently Asked Questions
How did Defined Contribution Pension Plan for Employees of Graham Windham assets move in 2024? ▼
How have Graham Windham plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Defined Contribution Pension Plan for Employees of Graham Windham? ▼
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Filing takeaways
Ways to act on Defined Contribution Pension Plan for Employees of Graham Windham's numbers.
- By total assets, Defined Contribution Pension Plan for Employees of Graham Windham ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Graham Windham's sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans