Money Purchase · DOL Form 5500 · 2024
Marcheschi, Plankis & Pogore Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $432,116
- Avg per participant High balance/head
Official DOL plan name: Marcheschi, Plankis & Pogore Employee 401(k) Plan · Sponsored by Marcheschi, Plankis & Pogore · Illinois · Professional & Technical Services
$6M in assets, 13 participants
Marcheschi, Plankis & Pogore's Marcheschi, Plankis & Pogore Employee 401(k) Plan reported $6M in total assets and 13 participants in its 2024 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.
- #8,434 in Professional & Technical Services (20,173 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 $6M / 13 participants.
- #8,434
- in Professional & Technical Services (20,173 peers)
- +15.3%
- 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 2024 · DOL Form 5500
$5,617,503 44th percentile higher than 44% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Marcheschi, Plankis & Pogore Employee 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 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 (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marcheschi, Plankis & Pogore Employee 401(k) Plan reported net income rose from $421K in the plan year 2023 filing to $747K in the plan year 2024 filing.
- Marcheschi, Plankis & Pogore Employee 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Marcheschi, Plankis & Pogore Employee 401(k) Plan reported participants fell from 14 in the plan year 2023 filing to 13 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 362996293 · Marcheschi, Plankis & Pogore PY 2024 · Money Purchase
Marcheschi, Plankis & Pogore Employee 401(k) Plan · $6M · 13 · 44th
- TYPE $6M
- NET 13
- BOOK 44th
- VS-ST Money Purchase
- BOY near Retirement Plan for Classified Employees of Board of Trustees of Beloit College
- SCH ind #8434
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $4M |
| 2023 | 1 | 14 | $5M |
| 2024 | 1 | 13 | $6M |
Marcheschi, Plankis & Pogore filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $747K |
| Employer EIN | 362996293 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $796M · 1,782
- NECA-IBEW Local 176 Pension Trust Fund $725M · 2,204
- NECA-IBEW Local 364 Defined Contribution Plan $489M · 944
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $216M · 1,188
- Sheet Metal Workers Local 219 Retirement Savings Fund $210M · 936
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 Retirement Plan for Classified Employees of Board of Trustees of Beloit College in WI ($6M); by covered participants it is Teamsters Local 344 Officers, Business Agents & Employees Severance Pay Plan in WI (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.