Plan Ledger DOL Form 5500 · updated monthly

William a Graham Company401(k)

THE GRAHAM COMPANY 401(K) PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2022

Reported admin expense ratio · 2022
0.15%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

William a Graham Company reported $94,843 in plan administrative expenses for 2022: 0.15% of average plan assets, above the peer median. Employer contributions averaged $5,349 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.15% to 0.37%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other finance & insurance employers. By assets it is the 700th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,497th of 4,798 in finance & insurance. In 2022, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$58,377,116
Participants with balances274
Active participants219
Employer contributions$1,171,529
Employee contributions$2,456,119
Employer contribution per active participant$5,349
Average account balance$213,055
Benefits paid to participants$3,263,979
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$265 · $180K emplr
2022$58.4M · 274 accts · $1.2M emplr
The William a Graham Company 401(k) match · 2022
Employer contribution per active participant$5,349
Median for plans this size$3,449
2023$849 per active participant
2022$5,349 per active participant

William a Graham Company's 2022 employer contribution ran above the $3,449 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$107,337 · 0.37%
2022$94,843 · 0.15%
All plans at this employer2
THE GRAHAM COMPANY 401(K) PROFIT SHARING PLAN401(k)
THE GRAHAM COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansFinance & Insurance · Pennsylvania
Axios Advisory Group, LLC PA$60.9M · 0.90%
Nsm Insurance Group, LLC PA$60.0M · 0.29%
Highway to Health, Inc. PA$51.9M · 0.20%
Mid Penn Bank PA$51.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231570876 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.