401(k) · DOL Form 5500 · 2023

Sorbara and Son, LP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
143
Participants Small participant base
36th
Percentile by assets National rank
$21,713
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: South Fayette Shop & Save 401(k) Plan · Sponsored by Sorbara and Son, LP · Pennsylvania · Retail Trade

$3M in assets, 143 participants

Sorbara and Son, LP's South Fayette Shop & Save 401(k) Plan reported $3M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,012 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

South Fayette Shop & Save 401(k) Plan covers 143 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#4,012
in Retail Trade (8,414 peers)
-7.4%
assets change YoY

The plan reported a net loss of $250K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

South Fayette Shop & Save 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

South Fayette Shop & Save 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,104,958 36th percentile higher than 36% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

South Fayette Shop & Save 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South Fayette Shop & Save 401(k) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • South Fayette Shop & Save 401(k) Plan reported net income rose from -$526K in the plan year 2022 filing to -$250K in the plan year 2023 filing.
  • South Fayette Shop & Save 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • South Fayette Shop & Save 401(k) Plan reported participants fell from 146 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 204245192 · Sorbara and Son, LP PY 2023 · 401(k)

South Fayette Shop & Save 401(k) Plan · $3M · 143 · 36th

  • EIN $3M
  • EIN 143
  • EIN 36th
  • EIN 401(k)
  • EIN near Mcatee & Woods, P.C. Profit Sharing Plan
  • EIN ind #4012

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 Retail Trade retirement plans → · Plans in Pennsylvania →

South Fayette Shop & Save 401(k) Plan in the asset neighbourhood

Mcatee & Woods, P.C. Profit Sharing PlanMcatee & Woods, P.C. Profit …$3MLucky Dog Ventures, Inc. 401(k) Profit Sharing PlanLucky Dog Ventures, Inc. 401…$3MEmployees Retirement Savings PlanEmployees Retirement Savings…$3MTime Auto Group 401(k) Plan$3MSouth Fayette Shop & Save 401(k) PlanSouth Fayette Shop & Save 40…$3M
End-of-year total assets ($M) among South Fayette Shop & Save 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$250K
Employer EIN204245192
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sorbara and Son, LP)

Sponsor-wide plan assets over time

All Sorbara and Son, LP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.796806523596348% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M 202220232024 $3.35M $3.48M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 146 $3M
2023 1 143 $3M
2024 1 173 $3M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

South Fayette Shop & Save 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants South Fayette Shop & Save 401(k) Plan, Total assets ($B): 0.003104958 · Participants: 143South Fayette Shop & Save 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
South Fayette Shop & Save 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare South Fayette Shop & Save 401(k) Plan side-by-side with 3 peers →

South Fayette Shop & Save 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mcatee & Woods, P.C. Profit Sharing Plan in OK ($3M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did South Fayette Shop & Save 401(k) Plan assets move in 2023? ▼
South Fayette Shop & Save 401(k) Plan pulled back noticeably - down 7.4% during 2023, from $3M to $3M. Reported net income was -$250K.
How have Sorbara and Son, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sorbara and Son, LP's sponsor-wide assets grew 3.8%, from $3M to $3M.
Which 401(k) plans are similar in size to South Fayette Shop & Save 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcatee & Woods, P.C. Profit Sharing Plan in OK ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to South Fayette Shop & Save 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 204245192.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.