Defined Benefit (Pension) · DOL Form 5500 · 2023

Fireoak Strategies, LLC Pension Plan

Data updated 2026-08-25

$794K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$264,757
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

$794K in assets, 3 participants

Fireoak Strategies, LLC's Fireoak Strategies, LLC Pension Plan reported $794K in total assets and 3 participants in its 2023 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.

  • #3,406 in Professional & Technical Services (20,321 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 $794K / 3 participants.

#3,406
in Professional & Technical Services (20,321 peers)
+11.8%
assets growth YoY

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 2023 · DOL Form 5500

$794,270 22nd percentile higher than 22% of 127,068 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 2023

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fireoak Strategies, LLC Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fireoak Strategies, LLC Pension Plan reported net income rose from -$65K in the plan year 2022 filing to $84K in the plan year 2023 filing.
  • Fireoak Strategies, LLC Pension Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Fireoak Strategies, LLC Pension Plan end-of-year assets rose from $711K in the plan year 2022 filing to $794K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 812591131 · Fireoak Strategies, LLC PY 2023 · Defined Benefit (Pension)

Fireoak Strategies, LLC Pension Plan · $794K · 3 · 22nd

  • SCH $794K
  • SCH 3
  • SCH 22nd
  • SCH Defined Benefit (Pension)
  • SCH near Chisolm Boyd and White Pension Plan
  • SCH ind #3406

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

The Holyoke Hospital Pension PlanThe Holyoke Hospital Pension…$799KFireoak Strategies, LLC Pension PlanFireoak Strategies, LLC Pens…$794KChisolm Boyd and White Pension PlanChisolm Boyd and White Pensi…$794KBuffalo Carpenters Pension FundBuffalo Carpenters Pension F…$789KO'brien Rivamonte Slate & Schulte PC Cash Balance PlanO'brien Rivamonte Slate & Sc…$789K
End-of-year total assets ($M) among Fireoak Strategies, LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$711K
Net Assets (End of Year)$794K
Net Income$84K
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. -200000200004000060000 -505101520 Total assets ($B) Participants Fireoak Strategies, LLC Pension Plan, Total assets ($B): 0.00079427 · Participants: 3Fireoak Strategies, LLC Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
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 Chisolm Boyd and White Pension Plan in WI ($794K); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($794K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Fireoak Strategies, LLC Pension Plan grew at a solid clip - up 11.8% during 2023, from $711K to $794K. Reported net income was $84K.
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 127,072 plans that reported assets for plan year 2023 (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 Chisolm Boyd and White Pension Plan in WI ($794K, 12 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 Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.