Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

J. MARCHINI & SON, INC. 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

J. MARCHINI & SON, INC.

This Profit Sharing plan holds $3M in total assets and serves 434 participants as of 2024. It is sponsored by J. MARCHINI & SON, INC. in California. The plan reported positive net income of $517K for the year.

Total Assets (2023)
$3M
Participants
434
State
Industry
Agriculture, Forestry & Fishing

What the Filing Says About J. MARCHINI & SON, INC. 401(K) PLAN

J. MARCHINI & SON, INC. 401(K) PLAN is a Profit Sharing retirement plan sponsored by J. MARCHINI & SON, INC., headquartered in California. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 434 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 770226588, and the plan has been effective since 2017-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2024 to $3M at year-end — a gain of 21.7%. Net assets (after liabilities) closed the year at $3M, with reported net income of $517K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$517K
Plan TypeProfit Sharing
Employer EIN770226588
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. MARCHINI & SON, INC.)

Year Plans Participants Total Assets
2022 1 798 $2M
2023 1 457 $2M
2024 1 434 $3M

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Frequently Asked Questions

How much money is in the J. MARCHINI & SON, INC. 401(K) PLAN?
As of the 2024 Form 5500 filing, J. MARCHINI & SON, INC. 401(K) PLAN holds $3M in total assets with 434 participants. It is sponsored by J. MARCHINI & SON, INC..
What type of plan is J. MARCHINI & SON, INC. 401(K) PLAN?
J. MARCHINI & SON, INC. 401(K) PLAN is a Profit Sharing plan. It has been effective since 2017-01-01. The plan is filed with the U.S. Department of Labor under EIN 770226588.
Who sponsors the J. MARCHINI & SON, INC. 401(K) PLAN?
J. MARCHINI & SON, INC. 401(K) PLAN is sponsored by J. MARCHINI & SON, INC., located in California. The sponsor's EIN is 770226588 and the plan operates in the Agriculture, Forestry & Fishing industry.
How did J. MARCHINI & SON, INC. 401(K) PLAN perform in 2024?
J. MARCHINI & SON, INC. 401(K) PLAN grew by 21.7% during 2024, moving from $2M to $3M in total assets. Net income was $517K.
Where can I find official filings for J. MARCHINI & SON, INC. 401(K) PLAN?
Official Form 5500 filings for J. MARCHINI & SON, INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 770226588 or plan name at efast.dol.gov.
How does J. MARCHINI & SON, INC. 401(K) PLAN compare to other plans?
You can compare J. MARCHINI & SON, INC. 401(K) PLAN against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 770226588.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.