401(k) · DOL Form 5500 · 2022

Invo Healthcare Associates, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
2,371
Participants Above avg headcount
76th
Percentile by assets National rank
$7,614
Avg per participant Low balance/head
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Official DOL plan name: Invo Holdings 401(k) Plan · Sponsored by Invo Healthcare Associates, LLC · Florida · Healthcare & Social Assistance

$18M in assets, 2,371 participants

Invo Healthcare Associates, LLC's Invo Holdings 401(k) Plan reported $18M in total assets and 2,371 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,984 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Invo Holdings 401(k) Plan covers 2,371 participants in Florida, 3.8x the typical Florida plan (state average ~628 per filing). Assets: $18M.

#15,984
in Healthcare & Social Assistance (20,060 peers)
-13.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Invo Holdings 401(k) Plan's outsized position by total assets

Invo Holdings 401(k) Plan vs every filed plan by assets

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

$18,052,836 Top 24% higher than 76% 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

Invo Holdings 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Invo Holdings 401(k) Plan lands in the large band (2,371 participants).

Plan-year Form 5500 strip

Filing strip 320395173 · Invo Healthcare Associates, LLC PY 2022 · 401(k)

Invo Holdings 401(k) Plan · $18M · 2,371 · 76th

  • RANK $18M
  • RANK 2,371
  • RANK 76th
  • RANK 401(k)
  • RANK near K-Swiss Inc. 401(k) and Profit Sharing Plan
  • RANK ind #15984

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Invo Holdings 401(k) Plan in the asset neighbourhood

Svs Vision, Inc. Non-Union Employees 401 K Profit Sharing Plan and TrustSvs Vision, Inc. Non-Union E…$18MInvo Holdings 401(k) Plan$18MK-Swiss Inc. 401(k) and Profit Sharing PlanK-Swiss Inc. 401(k) and Prof…$18MMorefield Communications, Inc. Retirement Savings PlanMorefield Communications, In…$18MPriority Ambulance, LLC 401(k) PlanPriority Ambulance, LLC 401(…$18M
End-of-year total assets ($M) among Invo Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN320395173
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Invo Healthcare Associates, LLC)

Sponsor-wide plan assets over time

All Invo Healthcare Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 28.034764177772402% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18.1M $23.1M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 2,371 $18M
2023 1 2,388 $21M
2024 1 1,400 $23M

Nearby 401(k) Plans in Florida

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

Invo Holdings 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Invo Holdings 401(k) Plan, Total assets ($B): 0.018052836 · Participants: 2371Invo Holdings 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Invo Holdings 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Invo Holdings 401(k) Plan side-by-side with 3 peers →

Invo Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is K-Swiss Inc. 401(k) and Profit Sharing Plan in CA ($18M); by covered participants it is Retirement Savings Plan in CT (2,371 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,371 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 Invo Holdings 401(k) Plan assets move in 2022? ▼
Invo Holdings 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Invo Healthcare Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Invo Healthcare Associates, LLC's sponsor-wide assets grew 28.0%, from $18M to $23M.
Where does Invo Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
Invo Holdings 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Invo Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is K-Swiss Inc. 401(k) and Profit Sharing Plan in CA ($18M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Invo Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Savings Plan in CT (2,371 participants, $274M 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 320395173.

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.