Defined Benefit (Pension) · DOL Form 5500 · 2022
Inv Management Services, LLC Pension Plan
Data updated 2026-08-25
- $406M
- Total assets Above avg plan size
- N/A
- Participants Small participant base
- 97th
- Percentile by assets National rank
Official DOL plan name: Invista Pension Plan for Certain Grandfathered Employees · Sponsored by Inv Management Services, LLC · Kansas · Manufacturing
$406M in assets, N/A participants
Inv Management Services, LLC's Invista Pension Plan for Certain Grandfathered Employees reported $406M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,751 in Manufacturing (20,602 peers)
Where Invista Pension Plan for Certain Grandfathered Employees sits by assets
Invista Pension Plan for Certain Grandfathered Employees sits in the top 5% of all filed plans by assets, $406M for N/A participants, down 13.9% in 2022.
- #19,751
- in Manufacturing (20,602 peers)
- -13.9%
- assets change YoY
- 4.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Invista Pension Plan for Certain Grandfathered Employees's outsized position by total assets
Invista Pension Plan for Certain Grandfathered Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$406,134,615 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 851507460 · Inv Management Services, LLC PY 2022 · Defined Benefit (Pension)
Invista Pension Plan for Certain Grandfathered Employees · $406M · N/A · 97th
- NET $406M
- BOOK N/A
- VS-ST 97th
- BOY Defined Benefit (Pension)
- SCH near Pension Plan of the Segal Company
- EBSA ind #19751
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 Manufacturing retirement plans → · Plans in Kansas →
Invista Pension Plan for Certain Grandfathered Employees in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $472M |
|---|---|
| Net Assets (End of Year) | $406M |
| Net Income | -$66M |
| Employer EIN | 851507460 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Inv Management Services, LLC)
Sponsor-wide plan assets over time
All Inv Management Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $363M 10.652758568732192% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $406M |
| 2023 | 1 | N/A | $395M |
| 2024 | 1 | 12 | $363M |
Nearby Defined Benefit (Pension) Plans in Kansas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Koch Industries Employees' Pension Plan $1.6B · 6,466
- Sprint Retirement Pension Plan $1.2B · 4,700
- Spirit Aerosystems Holdings, Inc. Pension Value Plan a $670M · 996
- Greater Kansas City Laborers Pension Plan $334M · 878
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc. $276M · 560
Invista Pension Plan for Certain Grandfathered Employees's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Kansas, the nearest Defined Benefit (Pension) by end-of-year assets is Pension Plan of the Segal Company in NY at $406M (this filing: $406M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($406M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.