Money Purchase · DOL Form 5500 · 2023

Marcheschi, Plankis & Pogore Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
14
Participants Small participant base
44th
Percentile by assets National rank
$347,922
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

$5M in assets, 14 participants

Marcheschi, Plankis & Pogore's Marcheschi, Plankis & Pogore Employee 401(k) Plan reported $5M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,461 in Professional & Technical Services (20,321 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 $5M / 14 participants.

#8,461
in Professional & Technical Services (20,321 peers)
+9.5%
assets growth YoY

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 2023 · DOL Form 5500

$4,870,905 44th percentile higher than 44% 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

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

Plan-year 2023 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 (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marcheschi, Plankis & Pogore Employee 401(k) Plan reported net income rose from -$439K in the plan year 2022 filing to $421K in the plan year 2023 filing.
  • Marcheschi, Plankis & Pogore Employee 401(k) Plan reported participants rose from 12 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Marcheschi, Plankis & Pogore Employee 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362996293 · Marcheschi, Plankis & Pogore PY 2023 · Money Purchase

Marcheschi, Plankis & Pogore Employee 401(k) Plan · $5M · 14 · 44th

  • ASSETS $5M
  • PCT 14
  • EIN 44th
  • RANK Money Purchase
  • PHOTO near Carl Marks Advisory Group, LLC Retirement Trust
  • IND ind #8461

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

Commission on Economic Opportunity of Luzerne Pension PlanCommission on Economic Oppor…$5MCarl Marks Advisory Group, LLC Retirement TrustCarl Marks Advisory Group, L…$5MMarcheschi, Plankis & Pogore Employee 401(k) PlanMarcheschi, Plankis & Pogore…$5MMassgenics Incorporated Pension PlanMassgenics Incorporated Pens…$5MAtlas Retirement Plan$5M
End-of-year total assets ($M) among Marcheschi, Plankis & Pogore Employee 401(k) Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$421K
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. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Marcheschi, Plankis & Pogore Employee 401(k) Plan, Total assets ($M): 4.870905 · Participants: 14Marcheschi, Plankis & Pogore Employee 401(k) PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings 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 Carl Marks Advisory Group, LLC Retirement Trust in NY ($5M); by covered participants it is Retirement Plan of Cassandra M. Milbury in PA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); 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 Marcheschi, Plankis & Pogore Employee 401(k) Plan assets move in 2023? ▼
Marcheschi, Plankis & Pogore Employee 401(k) Plan grew at a solid clip - up 9.5% during 2023, from $4M to $5M. Reported net income was $421K.
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 Carl Marks Advisory Group, LLC Retirement Trust in NY ($5M, 3 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 Retirement Plan of Cassandra M. Milbury in PA (14 participants, $500K 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 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.