Civic Intelligence

J. Marchese and Sons Inc.

Plan context: Marchese and Sons Pension Plan

EIN 04-2549550 • Everett, MA • 51 filings • 5 plans

69 Norman StreetEverett, MA 02149
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$3,673,245

2024 Contributions

$363,140

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,022,606$2,011,303$0199920132024YearValue
$3,673,245Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

60300199920122024YearValue
24Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024224$3,673,245$363,140$15,131iApproximate average salary by contribution assumption: employee only about $378,271 at 4% or $252,181 at 6%; with 50% employer match about $252,181 at 4% or $168,120 at 6%; with 100% employer match about $189,135 at 4% or $126,090 at 6%.
Marchese and Sons Pension Plan-24$2,859,516$313,306$13,054iApproximate average salary by contribution assumption: employee only about $326,360 at 4% or $217,574 at 6%; with 50% employer match about $217,574 at 4% or $145,049 at 6%; with 100% employer match about $163,180 at 4% or $108,787 at 6%.
Marchese and Sons Profit Sharing Plan-6$813,729$49,834$8,306iApproximate average salary by contribution assumption: employee only about $207,642 at 4% or $138,428 at 6%; with 50% employer match about $138,428 at 4% or $92,285 at 6%; with 100% employer match about $103,821 at 4% or $69,214 at 6%.
2023233$4,022,606$386,927$11,725iApproximate average salary by contribution assumption: employee only about $293,127 at 4% or $195,418 at 6%; with 50% employer match about $195,418 at 4% or $130,278 at 6%; with 100% employer match about $146,563 at 4% or $97,709 at 6%.
Marchese and Sons Pension Plan-33$3,085,883$336,752$10,205iApproximate average salary by contribution assumption: employee only about $255,115 at 4% or $170,077 at 6%; with 50% employer match about $170,077 at 4% or $113,385 at 6%; with 100% employer match about $127,558 at 4% or $85,038 at 6%.
Marchese and Sons Profit Sharing Plan-6$936,723$50,175$8,363iApproximate average salary by contribution assumption: employee only about $209,063 at 4% or $139,375 at 6%; with 50% employer match about $139,375 at 4% or $92,917 at 6%; with 100% employer match about $104,531 at 4% or $69,688 at 6%.
2022230$3,308,542$416,666$13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%.
Marchese and Sons Pension Plan-30$2,546,250$363,300$12,110iApproximate average salary by contribution assumption: employee only about $302,750 at 4% or $201,833 at 6%; with 50% employer match about $201,833 at 4% or $134,556 at 6%; with 100% employer match about $151,375 at 4% or $100,917 at 6%.
Marchese and Sons Profit Sharing Plan-5$762,292$53,366$10,673iApproximate average salary by contribution assumption: employee only about $266,830 at 4% or $177,887 at 6%; with 50% employer match about $177,887 at 4% or $118,591 at 6%; with 100% employer match about $133,415 at 4% or $88,943 at 6%.
2021224$3,549,620$345,725$14,405iApproximate average salary by contribution assumption: employee only about $360,130 at 4% or $240,087 at 6%; with 50% employer match about $240,087 at 4% or $160,058 at 6%; with 100% employer match about $180,065 at 4% or $120,043 at 6%.
Marchese and Sons Pension Plan-24$2,527,507$302,427$12,601iApproximate average salary by contribution assumption: employee only about $315,028 at 4% or $210,019 at 6%; with 50% employer match about $210,019 at 4% or $140,013 at 6%; with 100% employer match about $157,514 at 4% or $105,009 at 6%.
Marchese and Sons Profit Sharing Plan-6$1,022,113$43,298$7,216iApproximate average salary by contribution assumption: employee only about $180,408 at 4% or $120,272 at 6%; with 50% employer match about $120,272 at 4% or $80,181 at 6%; with 100% employer match about $90,204 at 4% or $60,136 at 6%.
2020230$3,230,109$281,353$9,378iApproximate average salary by contribution assumption: employee only about $234,461 at 4% or $156,307 at 6%; with 50% employer match about $156,307 at 4% or $104,205 at 6%; with 100% employer match about $117,230 at 4% or $78,154 at 6%.
Marchese and Sons Pension Plan-30$2,361,977$234,678$7,823iApproximate average salary by contribution assumption: employee only about $195,565 at 4% or $130,377 at 6%; with 50% employer match about $130,377 at 4% or $86,918 at 6%; with 100% employer match about $97,783 at 4% or $65,188 at 6%.
Marchese and Sons Profit Sharing Plan-6$868,132$46,675$7,779iApproximate average salary by contribution assumption: employee only about $194,479 at 4% or $129,653 at 6%; with 50% employer match about $129,653 at 4% or $86,435 at 6%; with 100% employer match about $97,240 at 4% or $64,826 at 6%.
2019229$3,189,608$322,046$11,105iApproximate average salary by contribution assumption: employee only about $277,626 at 4% or $185,084 at 6%; with 50% employer match about $185,084 at 4% or $123,389 at 6%; with 100% employer match about $138,813 at 4% or $92,542 at 6%.
Marchese and Sons Pension Plan-29$1,883,800$258,459$8,912iApproximate average salary by contribution assumption: employee only about $222,809 at 4% or $148,540 at 6%; with 50% employer match about $148,540 at 4% or $99,026 at 6%; with 100% employer match about $111,405 at 4% or $74,270 at 6%.
Marchese and Sons Profit Sharing Plan-11$1,305,808$63,587$5,781iApproximate average salary by contribution assumption: employee only about $144,516 at 4% or $96,344 at 6%; with 50% employer match about $96,344 at 4% or $64,229 at 6%; with 100% employer match about $72,258 at 4% or $48,172 at 6%.
2018231$3,005,992$310,779$10,025iApproximate average salary by contribution assumption: employee only about $250,628 at 4% or $167,085 at 6%; with 50% employer match about $167,085 at 4% or $111,390 at 6%; with 100% employer match about $125,314 at 4% or $83,543 at 6%.
Marchese and Sons Pension Plan-31$1,877,893$249,871$8,060iApproximate average salary by contribution assumption: employee only about $201,509 at 4% or $134,339 at 6%; with 50% employer match about $134,339 at 4% or $89,559 at 6%; with 100% employer match about $100,754 at 4% or $67,170 at 6%.
Marchese and Sons Profit Sharing Plan-11$1,128,099$60,908$5,537iApproximate average salary by contribution assumption: employee only about $138,427 at 4% or $92,285 at 6%; with 50% employer match about $92,285 at 4% or $61,523 at 6%; with 100% employer match about $69,214 at 4% or $46,142 at 6%.
2017227$2,956,246$303,761$11,250iApproximate average salary by contribution assumption: employee only about $281,260 at 4% or $187,507 at 6%; with 50% employer match about $187,507 at 4% or $125,005 at 6%; with 100% employer match about $140,630 at 4% or $93,753 at 6%.
Marchese and Sons Pension Plan-27$1,753,809$245,145$9,079iApproximate average salary by contribution assumption: employee only about $226,986 at 4% or $151,324 at 6%; with 50% employer match about $151,324 at 4% or $100,883 at 6%; with 100% employer match about $113,493 at 4% or $75,662 at 6%.
Marchese and Sons Profit Sharing Plan-11$1,202,437$58,616$5,329iApproximate average salary by contribution assumption: employee only about $133,218 at 4% or $88,812 at 6%; with 50% employer match about $88,812 at 4% or $59,208 at 6%; with 100% employer match about $66,609 at 4% or $44,406 at 6%.
2016234$2,593,500$230,249$6,772iApproximate average salary by contribution assumption: employee only about $169,301 at 4% or $112,867 at 6%; with 50% employer match about $112,867 at 4% or $75,245 at 6%; with 100% employer match about $84,650 at 4% or $56,434 at 6%.
Marchese and Sons Pension Plan-34$1,614,069$164,235$4,830iApproximate average salary by contribution assumption: employee only about $120,761 at 4% or $80,507 at 6%; with 50% employer match about $80,507 at 4% or $53,672 at 6%; with 100% employer match about $60,381 at 4% or $40,254 at 6%.
Marchese and Sons Profit Sharing Plan-9$979,431$66,014$7,335iApproximate average salary by contribution assumption: employee only about $183,372 at 4% or $122,248 at 6%; with 50% employer match about $122,248 at 4% or $81,499 at 6%; with 100% employer match about $91,686 at 4% or $61,124 at 6%.
2015238$2,819,505$412,015$10,843iApproximate average salary by contribution assumption: employee only about $271,063 at 4% or $180,708 at 6%; with 50% employer match about $180,708 at 4% or $120,472 at 6%; with 100% employer match about $135,531 at 4% or $90,354 at 6%.
Marchese and Sons Pension Plan-38$1,873,326$235,131$6,188iApproximate average salary by contribution assumption: employee only about $154,691 at 4% or $103,128 at 6%; with 50% employer match about $103,128 at 4% or $68,752 at 6%; with 100% employer match about $77,346 at 4% or $51,564 at 6%.
Marchese and Sons Profit Sharing Plan-9$946,179$176,884$19,654iApproximate average salary by contribution assumption: employee only about $491,344 at 4% or $327,563 at 6%; with 50% employer match about $327,563 at 4% or $218,375 at 6%; with 100% employer match about $245,672 at 4% or $163,781 at 6%.
2014242$2,864,152$459,808$10,948iApproximate average salary by contribution assumption: employee only about $273,695 at 4% or $182,463 at 6%; with 50% employer match about $182,463 at 4% or $121,642 at 6%; with 100% employer match about $136,848 at 4% or $91,232 at 6%.
Marchese and Sons Pension Plan-42$2,061,020$247,180$5,885iApproximate average salary by contribution assumption: employee only about $147,131 at 4% or $98,087 at 6%; with 50% employer match about $98,087 at 4% or $65,392 at 6%; with 100% employer match about $73,565 at 4% or $49,044 at 6%.
Marchese and Sons Profit Sharing Plan-9$803,132$212,628$23,625iApproximate average salary by contribution assumption: employee only about $590,633 at 4% or $393,756 at 6%; with 50% employer match about $393,756 at 4% or $262,504 at 6%; with 100% employer match about $295,317 at 4% or $196,878 at 6%.
2013237$2,408,631$236,220$6,384iApproximate average salary by contribution assumption: employee only about $159,608 at 4% or $106,405 at 6%; with 50% employer match about $106,405 at 4% or $70,937 at 6%; with 100% employer match about $79,804 at 4% or $53,203 at 6%.
Marchese and Sons Pension Plan-37$1,845,621$196,024$5,298iApproximate average salary by contribution assumption: employee only about $132,449 at 4% or $88,299 at 6%; with 50% employer match about $88,299 at 4% or $58,866 at 6%; with 100% employer match about $66,224 at 4% or $44,150 at 6%.
Marchese and Sons Profit Sharing Plan-8$563,010$40,196$5,025iApproximate average salary by contribution assumption: employee only about $125,613 at 4% or $83,742 at 6%; with 50% employer match about $83,742 at 4% or $55,828 at 6%; with 100% employer match about $62,806 at 4% or $41,871 at 6%.
2012242$2,336,471$250,854$5,973iApproximate average salary by contribution assumption: employee only about $149,318 at 4% or $99,545 at 6%; with 50% employer match about $99,545 at 4% or $66,363 at 6%; with 100% employer match about $74,659 at 4% or $49,773 at 6%.
Marchese and Sons Pension Plan-42$1,894,931$214,671$5,111iApproximate average salary by contribution assumption: employee only about $127,780 at 4% or $85,187 at 6%; with 50% employer match about $85,187 at 4% or $56,791 at 6%; with 100% employer match about $63,890 at 4% or $42,593 at 6%.
Marchese and Sons Profit Sharing Plan-7$441,540$36,183$5,169iApproximate average salary by contribution assumption: employee only about $129,225 at 4% or $86,150 at 6%; with 50% employer match about $86,150 at 4% or $57,433 at 6%; with 100% employer match about $64,613 at 4% or $43,075 at 6%.
2011260$2,785,664$320,885$5,348iApproximate average salary by contribution assumption: employee only about $133,702 at 4% or $89,135 at 6%; with 50% employer match about $89,135 at 4% or $59,423 at 6%; with 100% employer match about $66,851 at 4% or $44,567 at 6%.
Marchese and Sons Pension Plan-60$2,195,031$285,254$4,754iApproximate average salary by contribution assumption: employee only about $118,856 at 4% or $79,237 at 6%; with 50% employer match about $79,237 at 4% or $52,825 at 6%; with 100% employer match about $59,428 at 4% or $39,619 at 6%.
Marchese and Sons Profit Sharing Plan-8$590,633$35,631$4,454iApproximate average salary by contribution assumption: employee only about $111,347 at 4% or $74,231 at 6%; with 50% employer match about $74,231 at 4% or $49,488 at 6%; with 100% employer match about $55,673 at 4% or $37,116 at 6%.
2010260$2,798,407$282,761$4,713iApproximate average salary by contribution assumption: employee only about $117,817 at 4% or $78,545 at 6%; with 50% employer match about $78,545 at 4% or $52,363 at 6%; with 100% employer match about $58,909 at 4% or $39,272 at 6%.
Marchese and Sons Pension Plan-60$2,235,051$253,832$4,231iApproximate average salary by contribution assumption: employee only about $105,763 at 4% or $70,509 at 6%; with 50% employer match about $70,509 at 4% or $47,006 at 6%; with 100% employer match about $52,882 at 4% or $35,254 at 6%.
Marchese and Sons Profit Sharing Plan-6$563,356$28,929$4,822iApproximate average salary by contribution assumption: employee only about $120,538 at 4% or $80,358 at 6%; with 50% employer match about $80,358 at 4% or $53,572 at 6%; with 100% employer match about $60,269 at 4% or $40,179 at 6%.
2009258$2,425,534$257,894$4,446iApproximate average salary by contribution assumption: employee only about $111,161 at 4% or $74,107 at 6%; with 50% employer match about $74,107 at 4% or $49,405 at 6%; with 100% employer match about $55,581 at 4% or $37,054 at 6%.
Marchese and Sons Pension Plan-58$1,892,461$226,715$3,909iApproximate average salary by contribution assumption: employee only about $97,722 at 4% or $65,148 at 6%; with 50% employer match about $65,148 at 4% or $43,432 at 6%; with 100% employer match about $48,861 at 4% or $32,574 at 6%.
Marchese and Sons Profit Sharing Plan-7$533,073$31,179$4,454iApproximate average salary by contribution assumption: employee only about $111,354 at 4% or $74,236 at 6%; with 50% employer match about $74,236 at 4% or $49,490 at 6%; with 100% employer match about $55,677 at 4% or $37,118 at 6%.
2008244$1,865,669$297,774$6,768iApproximate average salary by contribution assumption: employee only about $169,190 at 4% or $112,793 at 6%; with 50% employer match about $112,793 at 4% or $75,195 at 6%; with 100% employer match about $84,595 at 4% or $56,397 at 6%.
Marchese and Sons Pension Plan-44$1,429,656$264,895$6,020iApproximate average salary by contribution assumption: employee only about $150,509 at 4% or $100,339 at 6%; with 50% employer match about $100,339 at 4% or $66,893 at 6%; with 100% employer match about $75,254 at 4% or $50,170 at 6%.
Marchese and Sons Profit Sharing Plan-7$436,013$32,879$4,697iApproximate average salary by contribution assumption: employee only about $117,425 at 4% or $78,283 at 6%; with 50% employer match about $78,283 at 4% or $52,189 at 6%; with 100% employer match about $58,713 at 4% or $39,142 at 6%.
2007240$0$0-
Marchese and Sons Pension Plan-40---
Marchese and Sons Profit Sharing Plan-7---
2006250$2,192,078$310,551$6,211iApproximate average salary by contribution assumption: employee only about $155,276 at 4% or $103,517 at 6%; with 50% employer match about $103,517 at 4% or $69,011 at 6%; with 100% employer match about $77,638 at 4% or $51,759 at 6%.
Marchese and Sons Pension Plan-50$1,674,338$281,840$5,637iApproximate average salary by contribution assumption: employee only about $140,920 at 4% or $93,947 at 6%; with 50% employer match about $93,947 at 4% or $62,631 at 6%; with 100% employer match about $70,460 at 4% or $46,973 at 6%.
Marchese and Sons Profit Sharing Plan-7$517,740$28,711$4,102iApproximate average salary by contribution assumption: employee only about $102,539 at 4% or $68,360 at 6%; with 50% employer match about $68,360 at 4% or $45,573 at 6%; with 100% employer match about $51,270 at 4% or $34,180 at 6%.
2005251$1,742,383$406,333$7,967iApproximate average salary by contribution assumption: employee only about $199,183 at 4% or $132,789 at 6%; with 50% employer match about $132,789 at 4% or $88,526 at 6%; with 100% employer match about $99,591 at 4% or $66,394 at 6%.
Marchese and Sons Pension Plan-51$1,302,500$268,362$5,262iApproximate average salary by contribution assumption: employee only about $131,550 at 4% or $87,700 at 6%; with 50% employer match about $87,700 at 4% or $58,467 at 6%; with 100% employer match about $65,775 at 4% or $43,850 at 6%.
Marchese and Sons Profit Sharing Plan-7$439,883$137,971$19,710iApproximate average salary by contribution assumption: employee only about $492,754 at 4% or $328,502 at 6%; with 50% employer match about $328,502 at 4% or $219,002 at 6%; with 100% employer match about $246,377 at 4% or $164,251 at 6%.
2004242$1,306,272$327,846$7,806iApproximate average salary by contribution assumption: employee only about $195,146 at 4% or $130,098 at 6%; with 50% employer match about $130,098 at 4% or $86,732 at 6%; with 100% employer match about $97,573 at 4% or $65,049 at 6%.
Marchese and Sons Pension Plan-42$1,002,375$254,788$6,066iApproximate average salary by contribution assumption: employee only about $151,660 at 4% or $101,106 at 6%; with 50% employer match about $101,106 at 4% or $67,404 at 6%; with 100% employer match about $75,830 at 4% or $50,553 at 6%.
Marchese and Sons Profit Sharing Plan-6$303,897$73,058$12,176iApproximate average salary by contribution assumption: employee only about $304,408 at 4% or $202,939 at 6%; with 50% employer match about $202,939 at 4% or $135,293 at 6%; with 100% employer match about $152,204 at 4% or $101,469 at 6%.
2003250$1,174,935$320,060$6,401iApproximate average salary by contribution assumption: employee only about $160,030 at 4% or $106,687 at 6%; with 50% employer match about $106,687 at 4% or $71,124 at 6%; with 100% employer match about $80,015 at 4% or $53,343 at 6%.
Marchese and Sons Pension Plan-50$953,492$251,143$5,023iApproximate average salary by contribution assumption: employee only about $125,571 at 4% or $83,714 at 6%; with 50% employer match about $83,714 at 4% or $55,810 at 6%; with 100% employer match about $62,786 at 4% or $41,857 at 6%.
Marchese and Sons Profit Sharing Plan-6$221,443$68,917$11,486iApproximate average salary by contribution assumption: employee only about $287,154 at 4% or $191,436 at 6%; with 50% employer match about $191,436 at 4% or $127,624 at 6%; with 100% employer match about $143,577 at 4% or $95,718 at 6%.
2002244$752,364$221,916$5,044iApproximate average salary by contribution assumption: employee only about $126,089 at 4% or $84,059 at 6%; with 50% employer match about $84,059 at 4% or $56,039 at 6%; with 100% employer match about $63,044 at 4% or $42,030 at 6%.
Marchese and Sons Pension Plan-44$620,071$209,670$4,765iApproximate average salary by contribution assumption: employee only about $119,131 at 4% or $79,420 at 6%; with 50% employer match about $79,420 at 4% or $52,947 at 6%; with 100% employer match about $59,565 at 4% or $39,710 at 6%.
Marchese and Sons Profit Sharing Plan-6$132,293$12,246$2,041iApproximate average salary by contribution assumption: employee only about $51,025 at 4% or $34,017 at 6%; with 50% employer match about $34,017 at 4% or $22,678 at 6%; with 100% employer match about $25,513 at 4% or $17,008 at 6%.
2001244$0$0-
Marchese and Sons Profit Sharing Plan-8---
Marchese and Sons Pension Plan-44---
2000244$593,297$251,262$5,711iApproximate average salary by contribution assumption: employee only about $142,763 at 4% or $95,175 at 6%; with 50% employer match about $95,175 at 4% or $63,450 at 6%; with 100% employer match about $71,381 at 4% or $47,588 at 6%.
Marchese and Sons Pension Plan-44$498,470$205,097$4,661iApproximate average salary by contribution assumption: employee only about $116,532 at 4% or $77,688 at 6%; with 50% employer match about $77,688 at 4% or $51,792 at 6%; with 100% employer match about $58,266 at 4% or $38,844 at 6%.
Marchese and Sons Profit Sharing Plan-7$94,827$46,165$6,595iApproximate average salary by contribution assumption: employee only about $164,875 at 4% or $109,917 at 6%; with 50% employer match about $109,917 at 4% or $73,278 at 6%; with 100% employer match about $82,438 at 4% or $54,958 at 6%.
199917$54,761$39,337$5,620iApproximate average salary by contribution assumption: employee only about $140,489 at 4% or $93,660 at 6%; with 50% employer match about $93,660 at 4% or $62,440 at 6%; with 100% employer match about $70,245 at 4% or $46,830 at 6%.
Marchese and Sons Profit Sharing Plan-7$54,761$39,337$5,620iApproximate average salary by contribution assumption: employee only about $140,489 at 4% or $93,660 at 6%; with 50% employer match about $93,660 at 4% or $62,440 at 6%; with 100% employer match about $70,245 at 4% or $46,830 at 6%.