401(k) · DOL Form 5500 · 2022

Invictus Partners Incorporated 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
23
Participants Small participant base
51st
Percentile by assets National rank
$217,695
Avg per participant Above avg balance/head
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Official DOL plan name: Invictus Partners Incorporated Retirement Plan · Sponsored by Invictus Partners Incorporated · Texas · Other Services

$5M in assets, 23 participants

Invictus Partners Incorporated's Invictus Partners Incorporated Retirement Plan reported $5M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,838 in Other Services (8,398 peers)

Invictus Partners Incorporated multi-year trail

Invictus Partners Incorporated's plans moved -45.8% in assets from 2022 to 2024; this filing shows Invictus Partners Incorporated Retirement Plan at $5M / 23 participants.

#5,838
in Other Services (8,398 peers)
+11.0%
assets growth YoY

Invictus Partners Incorporated Retirement Plan's mid-pack asset rank among Other Services and all filers

Invictus Partners Incorporated Retirement Plan vs every filed plan by assets

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

$5,006,981 Top 49% higher than 51% 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

Invictus Partners Incorporated Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Invictus Partners Incorporated Retirement Plan is a small filing (23 participants) on this national headcount ladder.

DOL schedule card

Filing strip 812674774 · Invictus Partners Incorporated PY 2022 · 401(k)

Invictus Partners Incorporated Retirement Plan · $5M · 23 · 51st

  • BOY $5M
  • BOY 23
  • BOY 51st
  • BOY 401(k)
  • BOY near Johns Hopkins Medical Management Corporation 401(k) Plan
  • BOY ind #5838

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 Other Services retirement plans → · Plans in Texas →

Invictus Partners Incorporated Retirement Plan in the asset neighbourhood

Invictus Partners Incorporated Retirement PlanInvictus Partners Incorporat…$5MJohns Hopkins Medical Management Corporation 401(k) PlanJohns Hopkins Medical Manage…$5MBaker Roofing Company 401(k) Profit Sharing PlanBaker Roofing Company 401(k)…$5MPrecision Shooting Equipment, Inc. Employee 401(k)/Profit Sharing PlanPrecision Shooting Equipment…$5MFoster Thomas Retirement Plan$5M
End-of-year total assets ($M) among Invictus Partners Incorporated Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Invictus Partners Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Invictus Partners Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$3M 45.84013799932534% vs 2022
2024 filing year
$1M$2M$3M$4M$5M$6M 202220232024 $5.01M $2.71M ▼ -45.9%
Year Plans Participants Total Assets
2022 1 23 $5M
2023 1 31 $2M
2024 1 30 $3M

Invictus Partners Incorporated filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$496K
Employer EIN812674774
Plan Effective Date2016-05-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Invictus Partners Incorporated Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Invictus Partners Incorporated Retirement Plan, Total assets ($B): 0.005006981 · Participants: 23Invictus Partners Incorporated Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Invictus Partners Incorporated Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Invictus Partners Incorporated Retirement Plan side-by-side with 3 peers →

Invictus Partners Incorporated Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Johns Hopkins Medical Management Corporation 401(k) Plan in MD ($5M); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Invictus Partners Incorporated Retirement Plan assets move in 2022? ▼
Invictus Partners Incorporated Retirement Plan grew at a solid clip - up 11.0% during 2022, from $5M to $5M. Reported net income was $496K.
How have Invictus Partners Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Invictus Partners Incorporated's sponsor-wide assets declined 45.8%, from $5M to $3M.
Which 401(k) plans are similar in size to Invictus Partners Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johns Hopkins Medical Management Corporation 401(k) Plan in MD ($5M, 1,040 participants).
Which 401(k) plans cover a similar participant headcount to Invictus Partners Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dudley Ventures, LLC 401(k) Plan in AZ (23 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 812674774.

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.