Defined Benefit (Pension) · DOL Form 5500 · 2023

Robert R. Marchione, Cpa, PC Pension Plan

Data updated 2026-08-25

$539K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$539,368
Avg per participant High balance/head
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Official DOL plan name: Robert R. Marchione, Cpa, PC Cash Balance Plan · Sponsored by Robert R. Marchione, Cpa, PC · New York · Professional & Technical Services

$539K in assets, 1 participants

Robert R. Marchione, Cpa, PC's Robert R. Marchione, Cpa, PC Cash Balance Plan reported $539K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,829 in Professional & Technical Services (20,321 peers)

Robert R. Marchione, Cpa, PC multi-year trail

Robert R. Marchione, Cpa, PC's plans moved +168.5% in assets from 2022 to 2024; this filing shows Robert R. Marchione, Cpa, PC Cash Balance Plan at $539K / 1 participant.

#2,829
in Professional & Technical Services (20,321 peers)
+183.9%
assets growth YoY

Robert R. Marchione, Cpa, PC Cash Balance Plan among the smaller filed plans by assets

Robert R. Marchione, Cpa, PC Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$539,368 19th percentile higher than 19% 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 Cash Balance 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 Cash Balance Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 043786317 · Robert R. Marchione, Cpa, PC PY 2023 · Defined Benefit (Pension)

Robert R. Marchione, Cpa, PC Cash Balance Plan · $539K · 1 · 19th

  • VS-ST $539K
  • VS-ST 1
  • VS-ST 19th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Vivaswan Technologies, Inc. Defined Benefit Pension Plan & Trust
  • VS-ST ind #2829

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 Cash Balance Plan in the asset neighbourhood

Robert R. Marchione, Cpa, PC Cash Balance PlanRobert R. Marchione, Cpa, PC…$539KVivaswan Technologies, Inc. Defined Benefit Pension Plan & TrustVivaswan Technologies, Inc. …$541KWindow Cleaners Local 16 Pension FundWindow Cleaners Local 16 Pen…$543KQfs, Inc. Defined Benefit Pension PlanQfs, Inc. Defined Benefit Pe…$545KPacesetter Productions Inc Defined Benefit Pension PlanPacesetter Productions Inc D…$533K
End-of-year total assets ($M) among Robert R. Marchione, Cpa, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Robert R. Marchione, Cpa, PC multi-year asset trail

Sponsor-wide plan assets over time

All Robert R. 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 R. Marchione, Cpa, PC filing trail (2023)

Total Assets (Beginning of Year)$190K
Net Assets (End of Year)$539K
Net Income$349K
Employer EIN043786317
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Robert R. Marchione, Cpa, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Robert R. Marchione, Cpa, PC Cash Balance Plan, Total assets ($B): 0.000539368 · Participants: 1Robert R. Marchione, Cpa, PC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Robert R. Marchione, Cpa, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Robert R. Marchione, Cpa, PC Cash Balance Plan side-by-side with 3 peers →

Robert R. Marchione, Cpa, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Vivaswan Technologies, Inc. Defined Benefit Pension Plan & Trust in MD ($541K); by covered participants it is Baker Hostetler Cash Balance Plan in OH (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 Cash Balance Plan assets move in 2023? ▼
Robert R. Marchione, Cpa, PC Cash Balance Plan surged - up 183.9% during 2023, from $190K to $539K. Reported net income was $349K.
How have Robert R. Marchione, Cpa, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert R. Marchione, Cpa, PC's sponsor-wide assets grew 168.5%, from $765K to $2M.
Where does Robert R. Marchione, Cpa, PC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Robert R. Marchione, Cpa, PC Cash Balance Plan ranks in the 19th 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 Defined Benefit (Pension) plans are similar in size to Robert R. Marchione, Cpa, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vivaswan Technologies, Inc. Defined Benefit Pension Plan & Trust in MD ($541K, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Robert R. Marchione, Cpa, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Baker Hostetler Cash Balance Plan in OH (1 participant, N/A 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.