ESOP · DOL Form 5500 · 2022
Invictus Medical Inc ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $448,427
- Avg per participant High balance/head
Official DOL plan name: Invictus Medical Inc Employee Stock Ownership Plan · Sponsored by Invictus Medical Inc · Florida · Manufacturing
$2M in assets, 5 participants
Invictus Medical Inc's Invictus Medical Inc Employee Stock Ownership Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #3,943 in Manufacturing (20,602 peers)
Invictus Medical Inc multi-year trail
Invictus Medical Inc's plans moved +139.5% in assets from 2022 to 2024; this filing shows Invictus Medical Inc Employee Stock Ownership Plan at $2M / 5 participants.
- #3,943
- in Manufacturing (20,602 peers)
- -$5M
- reported net income
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Invictus Medical Inc Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Invictus Medical Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,242,133 35th percentile higher than 35% 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
Invictus Medical Inc Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Invictus Medical Inc Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 821610724 · Invictus Medical Inc PY 2022 · ESOP
Invictus Medical Inc Employee Stock Ownership Plan · $2M · 5 · 35th
- BOY $2M
- SCH 5
- EBSA 35th
- PART ESOP
- TYPE near Casino Queen Employee Stock Ownership Plan
- NET ind #3943
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 What is an ESOP? → · Plans in Florida →
Invictus Medical Inc Employee Stock Ownership Plan in the asset neighbourhood
Invictus Medical Inc multi-year asset trail
Sponsor-wide plan assets over time
All Invictus Medical Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 139.5471633484722% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 5 | $694K |
| 2024 | 1 | 6 | $5M |
Invictus Medical Inc filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$5M |
| Net Income | -$5M |
| Employer EIN | 821610724 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $662M · 14,200
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- Team Horner Employee Stock Ownership Plan $217M · 448
Invictus Medical Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Casino Queen Employee Stock Ownership Plan in MO ($2M); by covered participants it is The Topeka Blueprint and Supply Company Inc Employees Stock Ownership Plan in KS (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.