401(k) · DOL Form 5500 · 2022

Robert Marchione, Cpa, PC 401(k) Plan

Data updated 2026-08-25

$765K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$765,006
Avg per participant High balance/head
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Official DOL plan name: Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan · Sponsored by Robert Marchione, Cpa, PC · New York · Professional & Technical Services

$765K in assets, 1 participants

Robert Marchione, Cpa, PC's Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan reported $765K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,977 in Professional & Technical Services (21,562 peers)

Robert Marchione, Cpa, PC multi-year trail

Robert Marchione, Cpa, PC's plans moved +168.5% in assets from 2022 to 2024; this filing shows Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan at $765K / 1 participant.

#3,977
in Professional & Technical Services (21,562 peers)
-7.6%
assets change YoY

The plan reported a net loss of $63K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$765,006 22nd percentile higher than 22% of 139,123 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 2022

Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 043786317 · Robert Marchione, Cpa, PC PY 2022 · 401(k)

Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan · $765K · 1 · 22nd

  • BOY $765K
  • SCH 1
  • EBSA 22nd
  • PART 401(k)
  • TYPE near Momentum Glass 401(k) Plan
  • NET ind #3977

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 Professional & Technical Services retirement plans → · Plans in New York →

Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan in the asset neighbourhood

Robert R. Marchione, Cpa, PC 401(k) Profit Sharing PlanRobert R. Marchione, Cpa, PC…$765KVisionary Technology Solutions, LLC 401(k) PlanVisionary Technology Solutio…$765KIcadv 401(k) Plan$765KRichfield 1 Retirement Plan$765KMomentum Glass 401(k) Plan$765K
End-of-year total assets ($M) among Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Robert Marchione, Cpa, PC multi-year asset trail

Sponsor-wide plan assets over time

All Robert Marchione, Cpa, PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 168.47214270214874% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.77M $2.05M ▲ +166.2%
Year Plans Participants Total Assets
2022 1 1 $765K
2023 2 2 $1M
2024 2 2 $2M

Robert Marchione, Cpa, PC filing trail (2022)

Total Assets (Beginning of Year)$828K
Net Assets (End of Year)$765K
Net Income-$63K
Employer EIN043786317
Plan Effective Date2004-04-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan, Total assets ($B): 0.000765006 · Participants: 1Robert R. Marchione, Cpa, PC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Momentum Glass 401(k) Plan in TX ($765K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($765K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan assets move in 2022? ▼
Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan pulled back noticeably - down 7.6% during 2022, from $828K to $765K. Reported net income was -$63K.
How have Robert Marchione, Cpa, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Marchione, Cpa, PC's sponsor-wide assets grew 168.5%, from $765K to $2M.
Where does Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Momentum Glass 401(k) Plan in TX ($765K, 165 participants).
Which 401(k) plans cover a similar participant headcount to Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043786317.

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.