401(k) · DOL Form 5500 · 2023

Robert Marchione, Cpa, PC 401(k) Plan

Data updated 2026-08-25

$914K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$914,313
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

$914K in assets, 1 participants

Robert Marchione, Cpa, PC's Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan reported $914K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,645 in Professional & Technical Services (20,321 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 $914K / 1 participant.

#3,645
in Professional & Technical Services (20,321 peers)
+19.5%
assets growth YoY

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 2023 · DOL Form 5500

$914,313 23rd percentile higher than 23% 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

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

Plan-year 2023 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.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan reported net income rose from -$63K in the plan year 2022 filing to $149K in the plan year 2023 filing.
  • Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan end-of-year assets rose from $765K in the plan year 2022 filing to $914K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043786317 · Robert Marchione, Cpa, PC PY 2023 · 401(k)

Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan · $914K · 1 · 23rd

  • VS-ST $914K
  • BOY 1
  • SCH 23rd
  • EBSA 401(k)
  • PART near Transwell Transportation Services, Inc. 401(k) Plan
  • TYPE ind #3645

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…$914KTranswell Transportation Services, Inc. 401(k) PlanTranswell Transportation Ser…$914KDefelicegroup, Inc. Retirement PlanDefelicegroup, Inc. Retireme…$914KMills Wealth Advisors, LLC 401(k) Savings Plan and TrustMills Wealth Advisors, LLC 4…$914KShoprite of Carteret Inc 401(k) PlanShoprite of Carteret Inc 401…$914K
End-of-year total assets ($M) among Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$765K
Net Assets (End of Year)$914K
Net Income$149K
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 -20020406080 Total assets ($B) Participants Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan, Total assets ($B): 0.000914313 · Participants: 1Robert R. Marchione, Cpa, PC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The 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 Transwell Transportation Services, Inc. 401(k) Plan in TN ($914K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan assets move in 2023? ▼
Robert R. Marchione, Cpa, PC 401(k) Profit Sharing Plan grew sharply - up 19.5% during 2023, from $765K to $914K. Reported net income was $149K.
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 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Transwell Transportation Services, Inc. 401(k) Plan in TN ($914K, 13 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 Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 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.