Profit Sharing · DOL Form 5500 · 2022

V. Marchese, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
216
Participants Below avg headcount
46th
Percentile by assets National rank
$18,250
Avg per participant Low balance/head
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Official DOL plan name: V. Marchese, Inc. Profit Sharing Plan · Sponsored by V. Marchese, Inc. · Wisconsin · Wholesale Trade

$4M in assets, 216 participants

V. Marchese, Inc.'s V. Marchese, Inc. Profit Sharing Plan reported $4M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,267 in Wholesale Trade (6,843 peers)

Coverage in Wisconsin

V. Marchese, Inc. Profit Sharing Plan covers 216 participants in Wisconsin, about 38% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#2,267
in Wholesale Trade (6,843 peers)
-21.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

V. Marchese, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

V. Marchese, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,942,099 46th percentile higher than 46% 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

V. Marchese, Inc. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. V. Marchese, Inc. Profit Sharing Plan sits mid-pack in the medium band (216 participants).

EBSA filing schedule strip

Filing strip 391164834 · V. Marchese, Inc. PY 2022 · Profit Sharing

V. Marchese, Inc. Profit Sharing Plan · $4M · 216 · 46th

  • NET $4M
  • NET 216
  • NET 46th
  • NET Profit Sharing
  • NET near Crown Furniture Co Inc Profit Sharing & Savings Plan & Trust
  • NET ind #2267

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

V. Marchese, Inc. Profit Sharing Plan in the asset neighbourhood

V. Marchese, Inc. Profit Sharing PlanV. Marchese, Inc. Profit Sha…$4MCrown Furniture Co Inc Profit Sharing & Savings Plan & TrustCrown Furniture Co Inc Profi…$4MUnited Community Health Center 403(b) PlanUnited Community Health Cent…$4MChicot Irrigation, Inc. Profit Sharing PlanChicot Irrigation, Inc. Prof…$4MSolar City, Inc. Profit Sharing PlanSolar City, Inc. Profit Shar…$4M
End-of-year total assets ($M) among V. Marchese, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN391164834
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (V. Marchese, Inc.)

Sponsor-wide plan assets over time

All V. Marchese, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 14.36265299273306% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.94M $4.51M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 216 $4M
2023 1 193 $4M
2024 1 176 $5M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

V. Marchese, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants V. Marchese, Inc. Profit Sharing Plan, Total assets ($B): 0.003942099 · Participants: 216V. Marchese, Inc. Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
V. Marchese, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare V. Marchese, Inc. Profit Sharing Plan side-by-side with 3 peers →

V. Marchese, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Crown Furniture Co Inc Profit Sharing & Savings Plan & Trust in IL ($4M); by covered participants it is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 V. Marchese, Inc. Profit Sharing Plan assets move in 2022? ▼
V. Marchese, Inc. Profit Sharing Plan declined sharply - down 21.2% during 2022, from $5M to $4M. Reported net income was -$1M.
How have V. Marchese, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), V. Marchese, Inc.'s sponsor-wide assets grew 14.4%, from $4M to $5M.
Which Profit Sharing plans are similar in size to V. Marchese, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Crown Furniture Co Inc Profit Sharing & Savings Plan & Trust in IL ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to V. Marchese, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (216 participants, $6M 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 391164834.

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.