Money Purchase · DOL Form 5500 · 2022

Marcheschi, Plankis & Pogore Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
48th
Percentile by assets National rank
$370,833
Avg per participant High balance/head
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Official DOL plan name: Marcheschi, Plankis & Pogore Employee 401(k) Plan · Sponsored by Marcheschi, Plankis & Pogore · Illinois · Professional & Technical Services

$4M in assets, 12 participants

Marcheschi, Plankis & Pogore's Marcheschi, Plankis & Pogore Employee 401(k) Plan reported $4M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,892 in Professional & Technical Services (21,562 peers)

Marcheschi, Plankis & Pogore multi-year trail

Marcheschi, Plankis & Pogore's plans moved +26.2% in assets from 2022 to 2024; this filing shows Marcheschi, Plankis & Pogore Employee 401(k) Plan at $4M / 12 participants.

#9,892
in Professional & Technical Services (21,562 peers)
-9.0%
assets change YoY

The plan reported a net loss of $439K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marcheschi, Plankis & Pogore Employee 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Marcheschi, Plankis & Pogore Employee 401(k) Plan vs every filed plan by assets

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

$4,450,001 48th percentile higher than 48% 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

Marcheschi, Plankis & Pogore Employee 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marcheschi, Plankis & Pogore Employee 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 362996293 · Marcheschi, Plankis & Pogore PY 2022 · Money Purchase

Marcheschi, Plankis & Pogore Employee 401(k) Plan · $4M · 12 · 48th

  • EIN $4M
  • RANK 12
  • PHOTO 48th
  • IND Money Purchase
  • EOY near Jacques & Jacques Profit Sharing Plan
  • 5500 ind #9892

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 Illinois →

Marcheschi, Plankis & Pogore Employee 401(k) Plan in the asset neighbourhood

Massgenics Incorporated Pension PlanMassgenics Incorporated Pens…$4MHeat & Frost Insulators Local No. 67 Annuity PlanHeat & Frost Insulators Loca…$4MJacques & Jacques Profit Sharing PlanJacques & Jacques Profit Sha…$4MMarcheschi, Plankis & Pogore Employee 401(k) PlanMarcheschi, Plankis & Pogore…$4MMark B. Kislinger, M.D., Inc. Money Purchase Pension PlanMark B. Kislinger, M.D., Inc…$4M
End-of-year total assets ($M) among Marcheschi, Plankis & Pogore Employee 401(k) Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Marcheschi, Plankis & Pogore multi-year asset trail

Sponsor-wide plan assets over time

All Marcheschi, Plankis & Pogore plans reported in each filing year

Latest sponsor-wide plan assets
$6M 26.235994104270986% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.45M $5.62M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 12 $4M
2023 1 14 $5M
2024 1 13 $6M

Marcheschi, Plankis & Pogore filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$439K
Employer EIN362996293
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Marcheschi, Plankis & Pogore Employee 401(k) Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Marcheschi, Plankis & Pogore Employee 401(k) Plan, Total assets ($M): 4.450001 · Participants: 12Marcheschi, Plankis & Pogore Employee 401(k) PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 669.295125 · Participants: 1625Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 615.598536 · Participants: 2741NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 417.547857 · Participants: 320NECA-IBEW Local 364 Defined Contribution PlanSmart Local 265 Supplemental Retirement Savings Plan, Total assets ($M): 302.3658 · Participants: 2526Smart Local 265 Supplemental Retirement Savings PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 172.583563 · Participants: 1223International Association of Heat and Frost Insulators Local 17 Annuity Fund
Marcheschi, Plankis & Pogore Employee 401(k) Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Marcheschi, Plankis & Pogore Employee 401(k) Plan side-by-side with 3 peers →

Marcheschi, Plankis & Pogore Employee 401(k) Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Jacques & Jacques Profit Sharing Plan in PA ($4M); by covered participants it is Wilkins Investment Cousel, Inc. Profit Sharing Pla in MA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); 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 Marcheschi, Plankis & Pogore Employee 401(k) Plan assets move in 2022? ▼
Marcheschi, Plankis & Pogore Employee 401(k) Plan pulled back noticeably - down 9.0% during 2022, from $5M to $4M. Reported net income was -$439K.
How have Marcheschi, Plankis & Pogore plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marcheschi, Plankis & Pogore's sponsor-wide assets grew 26.2%, from $4M to $6M.
Which Money Purchase plans are similar in size to Marcheschi, Plankis & Pogore Employee 401(k) Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Jacques & Jacques Profit Sharing Plan in PA ($4M, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Marcheschi, Plankis & Pogore Employee 401(k) Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Wilkins Investment Cousel, Inc. Profit Sharing Pla in MA (12 participants, $5M 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 362996293.

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.