Defined Benefit (Pension) · DOL Form 5500 · 2022

Fireoak Strategies, LLC Pension Plan

Data updated 2026-08-25

$711K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$355,371
Avg per participant High balance/head
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Official DOL plan name: Fireoak Strategies, LLC Pension Plan · Sponsored by Fireoak Strategies, LLC · North Carolina · Professional & Technical Services

$711K in assets, 2 participants

Fireoak Strategies, LLC's Fireoak Strategies, LLC Pension Plan reported $711K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,805 in Professional & Technical Services (21,562 peers)

Fireoak Strategies, LLC multi-year trail

Fireoak Strategies, LLC's plans moved +11.8% in assets from 2022 to 2023; this filing shows Fireoak Strategies, LLC Pension Plan at $711K / 2 participants.

#3,805
in Professional & Technical Services (21,562 peers)
-8.3%
assets change YoY

The plan reported a net loss of $65K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fireoak Strategies, LLC Pension Plan among the smaller filed plans by assets

Fireoak Strategies, LLC Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$710,742 22nd percentile higher than 22% of 139,123 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 2022

Fireoak Strategies, LLC Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fireoak Strategies, LLC Pension Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 812591131 · Fireoak Strategies, LLC PY 2022 · Defined Benefit (Pension)

Fireoak Strategies, LLC Pension Plan · $711K · 2 · 22nd

  • EIN $711K
  • EIN 2
  • EIN 22nd
  • EIN Defined Benefit (Pension)
  • EIN near Honzen Ou, M.D., Inc. Defined Benefit Pension Plan
  • EIN ind #3805

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 North Carolina →

Fireoak Strategies, LLC Pension Plan in the asset neighbourhood

Oneida County Orthodontics P.C. Cash Balance PlanOneida County Orthodontics P…$717KFireoak Strategies, LLC Pension PlanFireoak Strategies, LLC Pens…$711KHonzen Ou, M.D., Inc. Defined Benefit Pension PlanHonzen Ou, M.D., Inc. Define…$711KChristopher I. Zoumalan, M.D., Inc. Cash Balance PlanChristopher I. Zoumalan, M.D…$711KCape Cod Management, LLC Defined Benefit Pension PlanCape Cod Management, LLC Def…$713K
End-of-year total assets ($M) among Fireoak Strategies, LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Fireoak Strategies, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Fireoak Strategies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$794K 11.7522251393614% vs 2022
2023 filing year
$0.7M$0.75M$0.8M 20222023 $0.71M $0.79M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 2 $711K
2023 1 3 $794K

Fireoak Strategies, LLC filing trail (2022)

Total Assets (Beginning of Year)$775K
Net Assets (End of Year)$711K
Net Income-$65K
Employer EIN812591131
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Fireoak Strategies, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants Fireoak Strategies, LLC Pension Plan, Total assets ($B): 0.000710742 · Participants: 2Fireoak Strategies, LLC Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
Fireoak Strategies, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Fireoak Strategies, LLC Pension Plan side-by-side with 3 peers →

Fireoak Strategies, LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Honzen Ou, M.D., Inc. Defined Benefit Pension Plan in CA ($711K); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fireoak Strategies, LLC Pension Plan assets move in 2022? ▼
Fireoak Strategies, LLC Pension Plan pulled back noticeably - down 8.3% during 2022, from $775K to $711K. Reported net income was -$65K.
How have Fireoak Strategies, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Fireoak Strategies, LLC's sponsor-wide assets grew 11.8%, from $711K to $794K.
Where does Fireoak Strategies, LLC Pension Plan rank by assets among Form 5500 filers? ▼
Fireoak Strategies, LLC Pension Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Fireoak Strategies, LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Honzen Ou, M.D., Inc. Defined Benefit Pension Plan in CA ($711K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Fireoak Strategies, LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812591131.

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.