Defined Benefit (Pension) · DOL Form 5500 · 2023

Peake Law Group, PC Pension Plan

Data updated 2026-08-25

$977K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$488,326
Avg per participant High balance/head
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Official DOL plan name: Peake Law Group, PC Cash Balance Plan and Trust · Sponsored by Peake Law Group, PC · Virginia · Professional & Technical Services

$977K in assets, 2 participants

Peake Law Group, PC's Peake Law Group, PC Cash Balance Plan and Trust reported $977K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,772 in Professional & Technical Services (20,321 peers)

Peake Law Group, PC multi-year trail

Peake Law Group, PC's plans moved +60.5% in assets from 2022 to 2023; this filing shows Peake Law Group, PC Cash Balance Plan and Trust at $977K / 2 participants.

#3,772
in Professional & Technical Services (20,321 peers)
+60.5%
assets growth YoY

Peake Law Group, PC Cash Balance Plan and Trust among the smaller filed plans by assets

Peake Law Group, PC Cash Balance Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$976,651 23rd percentile higher than 23% 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

Peake Law Group, PC Cash Balance Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peake Law Group, PC Cash Balance Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peake Law Group, PC Cash Balance Plan and Trust reported net income rose from $157K in the plan year 2022 filing to $368K in the plan year 2023 filing.
  • Peake Law Group, PC Cash Balance Plan and Trust end-of-year assets rose from $608K in the plan year 2022 filing to $977K in the plan year 2023 filing.
  • Peake Law Group, PC Cash Balance Plan and Trust reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 472491249 · Peake Law Group, PC PY 2023 · Defined Benefit (Pension)

Peake Law Group, PC Cash Balance Plan and Trust · $977K · 2 · 23rd

  • IND $977K
  • EOY 2
  • 5500 23rd
  • ASSETS Defined Benefit (Pension)
  • PCT near Ohio Drilling Employees Pension Trust
  • EIN ind #3772

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 Virginia →

Peake Law Group, PC Cash Balance Plan and Trust in the asset neighbourhood

Peake Law Group, PC Cash Balance Plan and TrustPeake Law Group, PC Cash Bal…$977KOhio Drilling Employees Pension TrustOhio Drilling Employees Pens…$978KCarnegie Corporation of New York Supplemental Pension PlanCarnegie Corporation of New …$979KB.J. Grinding, Inc. Pension PlanB.J. Grinding, Inc. Pension …$983KElectrolux Home Products, Inc. Pension PlanElectrolux Home Products, In…$983K
End-of-year total assets ($M) among Peake Law Group, PC Cash Balance Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Peake Law Group, PC multi-year asset trail

Sponsor-wide plan assets over time

All Peake Law Group, PC plans reported in each filing year

Latest sponsor-wide plan assets
$977K 60.50904644592758% vs 2022
2023 filing year
$0.4M$0.6M$0.8M$1M$1.2M 20222023 $0.61M $0.98M ▲ +60.7%
Year Plans Participants Total Assets
2022 1 3 $608K
2023 1 2 $977K

Peake Law Group, PC filing trail (2023)

Total Assets (Beginning of Year)$608K
Net Assets (End of Year)$977K
Net Income$368K
Employer EIN472491249
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Virginia

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

Peake Law Group, PC Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Peake Law Group, PC Cash Balance Plan and Trust, Total assets ($B): 0.000976651 · Participants: 2Peake Law Group, PC Cash Balance Plan and TrustNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
Peake Law Group, PC Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Peake Law Group, PC Cash Balance Plan and Trust side-by-side with 3 peers →

Peake Law Group, PC Cash Balance Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Ohio Drilling Employees Pension Trust in OH ($978K); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance 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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Peake Law Group, PC Cash Balance Plan and Trust assets move in 2023? ▼
Peake Law Group, PC Cash Balance Plan and Trust surged - up 60.5% during 2023, from $608K to $977K. Reported net income was $368K.
How have Peake Law Group, PC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Peake Law Group, PC's sponsor-wide assets grew 60.5%, from $608K to $977K.
Where does Peake Law Group, PC Cash Balance Plan and Trust rank by assets among Form 5500 filers? ▼
Peake Law Group, PC Cash Balance Plan and Trust ranks in the 23rd 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 Peake Law Group, PC Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ohio Drilling Employees Pension Trust in OH ($978K, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Peake Law Group, PC Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 472491249.

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.