Profit Sharing · DOL Form 5500 · 2023

V. Marchese, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
193
Participants Below avg headcount
41st
Percentile by assets National rank
$21,694
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, 193 participants

V. Marchese, Inc.'s V. Marchese, Inc. Profit Sharing Plan reported $4M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,901 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

V. Marchese, Inc. Profit Sharing Plan covers 193 participants in Wisconsin, about 34% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#1,901
in Wholesale Trade (6,309 peers)
+6.2%
assets growth YoY

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 2023 · DOL Form 5500

$4,187,025 41st percentile higher than 41% 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

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

Plan-year 2023 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 (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • V. Marchese, Inc. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $245K in the plan year 2023 filing.
  • V. Marchese, Inc. Profit Sharing Plan reported participants fell from 216 in the plan year 2022 filing to 193 in the plan year 2023 filing.
  • V. Marchese, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391164834 · V. Marchese, Inc. PY 2023 · Profit Sharing

V. Marchese, Inc. Profit Sharing Plan · $4M · 193 · 41st

  • VS-ST $4M
  • VS-ST 193
  • VS-ST 41st
  • VS-ST Profit Sharing
  • VS-ST near Aronowitz & Helgeson, P.C. Profit Sharing Plan
  • VS-ST ind #1901

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…$4MAronowitz & Helgeson, P.C. Profit Sharing PlanAronowitz & Helgeson, P.C. P…$4MSterling Supply, Inc. Restated Profit Sharing PlanSterling Supply, Inc. Restat…$4MJoseph T. Backe, M.D., P.a. Profit Sharing PlanJoseph T. Backe, M.D., P.a. …$4MLake County Surgeons, P.C. Profit Sharing Plan & TrustLake County Surgeons, P.C. P…$4M
End-of-year total assets ($M) among V. Marchese, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$245K
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. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants V. Marchese, Inc. Profit Sharing Plan, Total assets ($B): 0.004187025 · Participants: 193V. Marchese, Inc. Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western 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 Aronowitz & Helgeson, P.C. Profit Sharing Plan in CO ($4M); by covered participants it is Webster Memorial Hospital 403b Plan in WV (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 V. Marchese, Inc. Profit Sharing Plan assets move in 2023? ▼
V. Marchese, Inc. Profit Sharing Plan grew at a solid clip - up 6.2% during 2023, from $4M to $4M. Reported net income was $245K.
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 Aronowitz & Helgeson, P.C. Profit Sharing Plan in CO ($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 Webster Memorial Hospital 403b Plan in WV (193 participants, $4M 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 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.