Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

EAGLE ALLIANCE EMPLOYEE PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EAGLE ALLIANCE

This Defined Benefit (Pension) plan holds $44M in total assets and serves 55 participants as of 2023. It is sponsored by EAGLE ALLIANCE in Virginia. The plan reported positive net income of $961K for the year.

Total Assets (2023)
$44M
Participants
55
State
Industry
Professional & Technical Services

What the Filing Says About EAGLE ALLIANCE EMPLOYEE PENSION PLAN

EAGLE ALLIANCE EMPLOYEE PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by EAGLE ALLIANCE, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $44M in total end-of-year assets and covers 55 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 522308257, and the plan has been effective since 2001-10-27. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $43M at the beginning of 2023 to $44M at year-end — a gain of 2.3%. Net assets (after liabilities) closed the year at $44M, with reported net income of $961K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$43M
Total Assets (End of Year)$44M
Net Assets (End of Year)$44M
Net Income$961K
Plan TypeDefined Benefit (Pension)
Employer EIN522308257
Plan Effective Date2001-10-27
Filing StatusFILING RECEIVED

Sponsor Plan History (EAGLE ALLIANCE)

Year Plans Participants Total Assets
2022 1 65 $43M
2023 1 55 $44M
2024 1 49 N/A

Nearby Defined Benefit (Pension) Plans in Virginia

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

Frequently Asked Questions

How much money is in the EAGLE ALLIANCE EMPLOYEE PENSION PLAN?
As of the 2023 Form 5500 filing, EAGLE ALLIANCE EMPLOYEE PENSION PLAN holds $44M in total assets with 55 participants. It is sponsored by EAGLE ALLIANCE.
What type of plan is EAGLE ALLIANCE EMPLOYEE PENSION PLAN?
EAGLE ALLIANCE EMPLOYEE PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 2001-10-27. The plan is filed with the U.S. Department of Labor under EIN 522308257.
Who sponsors the EAGLE ALLIANCE EMPLOYEE PENSION PLAN?
EAGLE ALLIANCE EMPLOYEE PENSION PLAN is sponsored by EAGLE ALLIANCE, located in Virginia. The sponsor's EIN is 522308257 and the plan operates in the Professional & Technical Services industry.
How did EAGLE ALLIANCE EMPLOYEE PENSION PLAN perform in 2023?
EAGLE ALLIANCE EMPLOYEE PENSION PLAN grew by 2.3% during 2023, moving from $43M to $44M in total assets. Net income was $961K.
Where can I find official filings for EAGLE ALLIANCE EMPLOYEE PENSION PLAN?
Official Form 5500 filings for EAGLE ALLIANCE EMPLOYEE PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 522308257 or plan name at efast.dol.gov.
How does EAGLE ALLIANCE EMPLOYEE PENSION PLAN compare to other plans?
You can compare EAGLE ALLIANCE EMPLOYEE PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 522308257.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.