My Plan Facts

Employers › Virginia

Employer · plans filed under one EIN

Graham Holdings Company

Arlington, VA · Educational services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$3.94Bnet assets across plans
22,237participant records11,665 active
$960Kemployer contributions, latest plan years$82 per active record
$4.5MSchedule C compensation to organisations$200.69 per participant record

4 retirement plans with 100 or more participants file Form 5500 under Graham Holdings Company's employer identification number (Arlington, Virginia). Their latest filings total 22,237 participant records and $3.94B in net assets.

The largest is The Retirement Plan for Graham Holdings Company, a cash balance pension plan with 11,924 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $960K and participant contributions $33.5M in the latest plan years; benefits paid were $686M. Schedule C compensation reported to service provider organisations totalled $4.5M.

Combined net assets moved from $1.53B in 2009 to $3.94B in 2024 (up 158%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
The Retirement Plan for Graham Holdings Companycash balance pension plan202411,924$2.96B$248,626—$3.8M
The Savings Plan for Graham Holdings Company401(k) plan20245,068$537M$105,982$329$302K
The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees401(k) plan20243,284$366M$111,333$34$255K
The 401(k) Savings Plan for GHC Affiliates401(k) plan20241,961$76.6M$39,048$59$131K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $1.53B2010: $1.76B2011: $1.97B2012: $2.25B2013: $2.83B2014: $2.94B2015: $2.66B2016: $2.65B2017: $3.03B2018: $2.71B2019: $2.98B2020: $3.58B2021: $4.27B2022: $3.27B2023: $3.90B2024: $3.94B$1.53B$4.27B$3.94B20092012201620202024
Combined net assets
2009: 32,7452010: 33,3662011: 38,0542012: 44,8292013: 46,0602014: 45,3372015: 41,0572016: 35,7742017: 37,6372018: 33,9902019: 26,1952020: 26,5102021: 24,3972022: 27,3952023: 27,1452024: 22,23732,74546,06022,23720092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024422,237$3.94B$960K$33.5M
2023427,145$3.90B$3.0M$29.2M
2022427,395$3.27B$2.9M$28.7M
2021424,397$4.27B$2.9M$27.3M
2020426,510$3.58B$2.8M$27.6M
2019426,195$2.98B$2.9M$27.1M
2018433,990$2.71B$2.9M$26.7M
2017437,637$3.03B$3.1M$27.6M
2016435,774$2.65B$2.8M$24.4M
2015441,057$2.66B$2.6M$22.6M
2014445,337$2.94B$2.8M$23.0M
2013446,060$2.83B$4.9M$29.7M
2012344,829$2.25B$5.3M$20.1M
2011238,054$1.97B$6.7M$20.6M
2010233,366$1.76B$3.9M$12.7M
2009232,745$1.53B$3.8M$12.6M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Willis Towers WatsonActuarial1$2,827,550
Alston & BirdLegal1$519,771
The Vanguard Group, Inc.Recordkeeping and information management; Consulting (general); Trustee (directed); Participant loan processing3$388,906
Vanguard Advisers Inc.Investment advisory (participants)3$298,886
Bank of New York MellonCustodial (securities)1$282,970
Johnson Lambert & Co. LLPAccounting (including auditing)1$81,600
Segal Marco AdvisorsOther services1$40,000
Agilis PartnersConsulting (pension)1$23,000

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Willis Towers Watson$2.8M
Alston & Bird$520K
The Vanguard Group, Inc.$389K
Vanguard Advisers Inc.$299K
Bank of New York Mellon$283K
Johnson Lambert & Co. LLP$82K
Segal Marco Advisors$40K
Agilis Partners$23K

Questions and answers

How many retirement plans does Graham Holdings Company have?

4 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: The Retirement Plan for Graham Holdings Company, The Savings Plan for Graham Holdings Company, The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees and The 401(k) Savings Plan for GHC Affiliates. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Graham Holdings Company contribute to its plans?

$959,708 in employer contributions across these plans in their latest plan years, about $82 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Willis Towers Watson, Alston & Bird, The Vanguard Group, Inc. and Vanguard Advisers Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.