401(k) · DOL Form 5500 · 2023

Shorkey Group Management, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
974
Participants Near avg headcount
59th
Percentile by assets National rank
$10,400
Avg per participant Low balance/head
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Official DOL plan name: Jim Shorkey Family Auto Group 401(k) Plan · Sponsored by Shorkey Group Management, LLC · Pennsylvania · Retail Trade

$10M in assets, 974 participants

Shorkey Group Management, LLC's Jim Shorkey Family Auto Group 401(k) Plan reported $10M in total assets and 974 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,866 in Retail Trade (8,414 peers)

Shorkey Group Management, LLC multi-year trail

Shorkey Group Management, LLC's plans moved +84.9% in assets from 2022 to 2024; this filing shows Jim Shorkey Family Auto Group 401(k) Plan at $10M / 974 participants.

#5,866
in Retail Trade (8,414 peers)
+47.6%
assets growth YoY

Jim Shorkey Family Auto Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Jim Shorkey Family Auto Group 401(k) Plan vs every filed plan by assets

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

$10,129,188 Top 41% higher than 59% 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

Jim Shorkey Family Auto Group 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. Jim Shorkey Family Auto Group 401(k) Plan sits mid-pack in the medium band (974 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jim Shorkey Family Auto Group 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jim Shorkey Family Auto Group 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Jim Shorkey Family Auto Group 401(k) Plan reported participants rose from 747 in the plan year 2022 filing to 974 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 474382322 · Shorkey Group Management, LLC PY 2023 · 401(k)

Jim Shorkey Family Auto Group 401(k) Plan · $10M · 974 · 59th

  • VS-ST $10M
  • BOY 974
  • SCH 59th
  • EBSA 401(k)
  • PART near Johnson & Galyon, Inc. 401(k) Retirement Plan
  • TYPE ind #5866

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 →

Jim Shorkey Family Auto Group 401(k) Plan in the asset neighbourhood

Jim Shorkey Family Auto Group 401(k) PlanJim Shorkey Family Auto Grou…$10MJohnson & Galyon, Inc. 401(k) Retirement PlanJohnson & Galyon, Inc. 401(k…$10MPanzura LLC 401(k)$10MMorrissey Hospitality Companies, Inc. 401(k) Retirement PlanMorrissey Hospitality Compan…$10MBradley County Financial Corporation 401(k) PlanBradley County Financial Cor…$10M
End-of-year total assets ($M) among Jim Shorkey Family Auto Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shorkey Group Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Shorkey Group Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 84.93091608847845% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.86M $12.7M ▲ +85.0%
Year Plans Participants Total Assets
2022 1 747 $7M
2023 1 974 $10M
2024 1 926 $13M

Shorkey Group Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN474382322
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Jim Shorkey Family Auto Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Jim Shorkey Family Auto Group 401(k) Plan, Total assets ($B): 0.010129188 · Participants: 974Jim Shorkey Family Auto Group 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
Jim Shorkey Family Auto Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Jim Shorkey Family Auto Group 401(k) Plan side-by-side with 3 peers →

Jim Shorkey Family Auto Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Johnson & Galyon, Inc. 401(k) Retirement Plan in TN ($10M); by covered participants it is Potlatchdeltic Hourly 401(k) Plan in WA (974 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (974 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 Jim Shorkey Family Auto Group 401(k) Plan assets move in 2023? ▼
Jim Shorkey Family Auto Group 401(k) Plan surged - up 47.6% during 2023, from $7M to $10M. Reported net income was $3M.
How have Shorkey Group Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shorkey Group Management, LLC's sponsor-wide assets grew 84.9%, from $7M to $13M.
Which 401(k) plans are similar in size to Jim Shorkey Family Auto Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johnson & Galyon, Inc. 401(k) Retirement Plan in TN ($10M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Jim Shorkey Family Auto Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Potlatchdeltic Hourly 401(k) Plan in WA (974 participants, $71M 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 474382322.

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.