Profit Sharing · DOL Form 5500 · 2024

V. Marchese, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
176
Participants Small participant base
40th
Percentile by assets National rank
$25,615
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

$5M in assets, 176 participants

V. Marchese, Inc.'s V. Marchese, Inc. Profit Sharing Plan reported $5M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,827 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

V. Marchese, Inc. Profit Sharing Plan covers 176 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#1,827
in Wholesale Trade (6,080 peers)
+7.7%
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 2024 · DOL Form 5500

$4,508,289 40th percentile higher than 40% of 123,620 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 2024

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

Plan-year 2024 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 (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • V. Marchese, Inc. Profit Sharing Plan reported net income rose from $245K in the plan year 2023 filing to $321K in the plan year 2024 filing.
  • V. Marchese, Inc. Profit Sharing Plan reported participants fell from 193 in the plan year 2023 filing to 176 in the plan year 2024 filing.
  • V. Marchese, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391164834 · V. Marchese, Inc. PY 2024 · Profit Sharing

V. Marchese, Inc. Profit Sharing Plan · $5M · 176 · 40th

  • BOOK $5M
  • VS-ST 176
  • BOY 40th
  • SCH Profit Sharing
  • EBSA near Richard W Labowe a Professional Corp Profit Sharing Plan
  • PART ind #1827

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…$5MRichard W Labowe a Professional Corp Profit Sharing PlanRichard W Labowe a Professio…$5MWest Texas Opportunities, Inc. Profit Sharing PlanWest Texas Opportunities, In…$5MThe Interpublic Group Savings Plan for Eligible Puerto Rico EmployeesThe Interpublic Group Saving…$5MTesla Imagenes, Csp Retirement PlanTesla Imagenes, Csp Retireme…$5M
End-of-year total assets ($M) among V. Marchese, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$321K
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): 0.004508289 · Participants: 176V. Marchese, Inc. Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.423367509 · Participants: 5999The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.89339569 · Participants: 10194Aspirus, Inc. Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.837627767 · Participants: 6180Thedacare Retirement and 403(b) Savings PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.374033662 · Participants: 1894Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Clarios Retirement Savings and Investment Plan, Total assets ($B): 0.3336107 · Participants: 5088Clarios Retirement Savings and Investment 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 Richard W Labowe a Professional Corp Profit Sharing Plan in CA ($5M); by covered participants it is Soldier on 403(b) Plan in MA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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.

Frequently Asked Questions

How did V. Marchese, Inc. Profit Sharing Plan assets move in 2024? ▼
V. Marchese, Inc. Profit Sharing Plan grew at a solid clip - up 7.7% during 2024, from $4M to $5M. Reported net income was $321K.
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 Richard W Labowe a Professional Corp Profit Sharing Plan in CA ($5M, 1 participant).
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 Soldier on 403(b) Plan in MA (176 participants, $9M in assets).

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 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.