How big is J. Marchese and Sons, Inc.'s plan?

J. Marchese and Sons, Inc.'s plan reported $2.9M in assets and 33 participants for 2024.

Original filing (PDF)20250714141138NAL0000740131001

J. Marchese and Sons, Inc.

Name: J. Marchese and Sons, Inc. — Marchese and Sons, Form 5500 (2024)
Creator: J. Marchese and Sons, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marchese and Sons Pension Plan

Defined-contribution retirement plan · J. Marchese and Sons, Inc.'s Marchese and Sons Pension Plan held $2.9M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Michael Marchese signed J. Marchese and Sons, Inc.'s 2024 Form 5500 as plan administrator.

Michael Marchese — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

J. Marchese and Sons, Inc.'s EIN is 04-2549550.

EIN 04-2549550

Plan number 001

Plan year 2024

ACK ID 20250714141138NAL0000740131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. Marchese and Sons, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. Marchese and Sons, Inc.'s plan includes money-purchase contributions, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. MARCHESE AND SONS, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off