401(k) · DOL Form 5500 · 2023

S & a Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
213
Participants Below avg headcount
75th
Percentile by assets National rank
$105,459
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: S & a Homes and Affiliates Profit Sharing and 401(k) Plan · Sponsored by S & a Homes, Inc. · Pennsylvania · Construction

$22M in assets, 213 participants

S & a Homes, Inc.'s S & a Homes and Affiliates Profit Sharing and 401(k) Plan reported $22M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,626 in Construction (9,030 peers)

Coverage in Pennsylvania

S & a Homes and Affiliates Profit Sharing and 401(k) Plan covers 213 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.

#6,626
in Construction (9,030 peers)
-7.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S & a Homes and Affiliates Profit Sharing and 401(k) Plan's outsized position by total assets

S & a Homes and Affiliates Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$22,462,712 Top 25% higher than 75% 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

S & a Homes and Affiliates Profit Sharing and 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. S & a Homes and Affiliates Profit Sharing and 401(k) Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S & a Homes and Affiliates Profit Sharing and 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • S & a Homes and Affiliates Profit Sharing and 401(k) Plan end-of-year assets fell from $24M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • S & a Homes and Affiliates Profit Sharing and 401(k) Plan reported participants rose from 202 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251375017 · S & a Homes, Inc. PY 2023 · 401(k)

S & a Homes and Affiliates Profit Sharing and 401(k) Plan · $22M · 213 · 75th

  • BOY $22M
  • SCH 213
  • EBSA 75th
  • PART 401(k)
  • TYPE near Lutgert Companies Retirement Plan
  • NET ind #6626

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 Construction retirement plans → · Plans in Pennsylvania →

S & a Homes and Affiliates Profit Sharing and 401(k) Plan in the asset neighbourhood

C.T.I. Pension Plan$22MS & a Homes and Affiliates Profit Sharing and 401(k) PlanS & a Homes and Affiliates P…$22MLutgert Companies Retirement PlanLutgert Companies Retirement…$22MUfcw-Employers Benefit Plans Group Administration LLC Safe Harbor 401(k) PlanUfcw-Employers Benefit Plans…$22MWright Brothers Construction Company, Inc. 401(k) Profit Sharing PlanWright Brothers Construction…$22M
End-of-year total assets ($M) among S & a Homes and Affiliates Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$22M
Net Income-$2M
Employer EIN251375017
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S & a Homes, Inc.)

Sponsor-wide plan assets over time

All S & a Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 3.310534773641829% vs 2022
2024 filing year
$22M$23M$24M$25M$26M 202220232024 $24.2M $25M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 202 $24M
2023 1 213 $22M
2024 1 206 $25M

Nearby 401(k) Plans in Pennsylvania

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

S & a Homes and Affiliates Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants S & a Homes and Affiliates Profit Sharing and 401(k) Plan, Total assets ($B): 0.022462712 · Participants: 213S & a Homes and Affiliates Profit Sharing and 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
S & a Homes and Affiliates Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare S & a Homes and Affiliates Profit Sharing and 401(k) Plan side-by-side with 3 peers →

S & a Homes and Affiliates Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Lutgert Companies Retirement Plan in FL ($22M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 S & a Homes and Affiliates Profit Sharing and 401(k) Plan assets move in 2023? ▼
S & a Homes and Affiliates Profit Sharing and 401(k) Plan pulled back noticeably - down 7.2% during 2023, from $24M to $22M. Reported net income was -$2M.
How have S & a Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S & a Homes, Inc.'s sponsor-wide assets grew 3.3%, from $24M to $25M.
Where does S & a Homes and Affiliates Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
S & a Homes and Affiliates Profit Sharing and 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to S & a Homes and Affiliates Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lutgert Companies Retirement Plan in FL ($22M, 220 participants).
Which 401(k) plans cover a similar participant headcount to S & a Homes and Affiliates Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants, $38M 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 251375017.

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.