401(k) · DOL Form 5500 · 2024

Sorbara and Son, LP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
173
Participants Small participant base
36th
Percentile by assets National rank
$20,128
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, 173 participants

Sorbara and Son, LP's South Fayette Shop & Save 401(k) Plan reported $3M in total assets and 173 participants in its 2024 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.

  • #3,831 in Retail Trade (8,048 peers)

Coverage in Pennsylvania

South Fayette Shop & Save 401(k) Plan covers 173 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#3,831
in Retail Trade (8,048 peers)
+12.1%
assets growth YoY

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 2024 · DOL Form 5500

$3,482,086 36th percentile higher than 36% of 123,620 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 2024

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

Plan-year 2024 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 (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • South Fayette Shop & Save 401(k) Plan reported net income rose from -$250K in the plan year 2023 filing to $377K in the plan year 2024 filing.
  • South Fayette Shop & Save 401(k) Plan reported participants rose from 143 in the plan year 2023 filing to 173 in the plan year 2024 filing.
  • South Fayette Shop & Save 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 204245192 · Sorbara and Son, LP PY 2024 · 401(k)

South Fayette Shop & Save 401(k) Plan · $3M · 173 · 36th

  • VS-ST $3M
  • VS-ST 173
  • VS-ST 36th
  • VS-ST 401(k)
  • VS-ST near Ibi Security Transport, Inc. Retirement Plan
  • VS-ST ind #3831

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

South Fayette Shop & Save 401(k) PlanSouth Fayette Shop & Save 40…$3MIbi Security Transport, Inc. Retirement PlanIbi Security Transport, Inc.…$3MNorthstar Investments 401(k) PlanNorthstar Investments 401(k)…$3MRdt, Inc. 401(k) Plan$3MCorrugated Replacements, Inc. 401(k) Retirement PlanCorrugated Replacements, Inc…$3M
End-of-year total assets ($M) among South Fayette Shop & Save 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$377K
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. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants South Fayette Shop & Save 401(k) Plan, Total assets ($B): 0.003482086 · Participants: 173South Fayette Shop & Save 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive 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 Ibi Security Transport, Inc. Retirement Plan in NJ ($3M); by covered participants it is Gray & Skyler Electric Companies 401(k) Plan in CA (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
South Fayette Shop & Save 401(k) Plan grew at a solid clip - up 12.1% during 2024, from $3M to $3M. Reported net income was $377K.
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 Ibi Security Transport, Inc. Retirement Plan in NJ ($3M, 59 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 Gray & Skyler Electric Companies 401(k) Plan in CA (173 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.