Money Purchase · DOL Form 5500 · 2024
Graham Windham Money Purchase Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 312
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $58,240
- Avg per participant Low balance/head
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.
- #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.
- #12,387
- in Healthcare & Social Assistance (16,916 peers)
- +7.8%
- assets growth YoY
Defined Contribution Pension Plan for Employees of Graham Windham's outsized position by total assets
Defined Contribution Pension Plan for Employees of Graham Windham vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,171,028 Top 32% higher than 68% 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
Defined Contribution Pension Plan for Employees of Graham Windham 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. Defined Contribution Pension Plan for Employees of Graham Windham sits mid-pack in the medium band (312 participants).
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.
Form 5500 schedule snapshot
Filing strip 132926426 · Graham Windham PY 2024 · Money Purchase
Defined Contribution Pension Plan for Employees of Graham Windham · $18M · 312 · 68th
- VS-ST $18M
- BOY 312
- SCH 68th
- EBSA Money Purchase
- PART near Roofers & Waterproofers Local 37 Annuity Fund
- TYPE ind #12387
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 →
Defined Contribution Pension Plan for Employees of Graham Windham in the asset neighbourhood
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)
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 |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Defined Contribution Pension Plan for Employees of Graham Windham's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Roofers & Waterproofers Local 37 Annuity Fund in PA ($18M); by covered participants it is Plasterers and Cement Masons Local Union No. 148 Defined Contribution Pension Plan in TN (312 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (312 participants); asset peers above are excluded.
- Plasterers and Cement Masons Local Union No. 148 Defined Contribution Pension Plan (TN) 312 · 0 off
- IBEW Local Union 573 Profit Sharing Plan and Trust (OH) 311 · 1 off
- Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan (MA) 314 · 2 off
- Community Hospital Employees Pension Plan (NE) 314 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.