401(k) · DOL Form 5500 · 2023

INVITAE 401(k) Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
1,715
Participants Near avg headcount
92nd
Percentile by assets National rank
$71,334
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Invitae 401(k) Plan · Sponsored by INVITAE · California · Healthcare & Social Assistance

$122M in assets, 1,715 participants

INVITAE's Invitae 401(k) Plan reported $122M in total assets and 1,715 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,528 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Invitae 401(k) Plan covers 1,715 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $122M.

#16,528
in Healthcare & Social Assistance (17,684 peers)
+11.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

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

Invitae 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$122,337,460 Top 8% higher than 92% of 127,068 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 2023

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Invitae 401(k) Plan lands in the large band (1,715 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Invitae 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Invitae 401(k) Plan reported participants fell from 2,821 in the plan year 2022 filing to 1,715 in the plan year 2023 filing.
  • Invitae 401(k) Plan end-of-year assets rose from $110M in the plan year 2022 filing to $122M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271701898 · INVITAE PY 2023 · 401(k)

Invitae 401(k) Plan · $122M · 1,715 · 92nd

  • SCH $122M
  • EBSA 1,715
  • PART 92nd
  • TYPE 401(k)
  • NET near Qliktech Inc. 401(k) Plan
  • BOOK ind #16528

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 California →

Invitae 401(k) Plan in the asset neighbourhood

Ampacet Corporation 401(k) Profit Sharing PlanAmpacet Corporation 401(k) P…$122MInvitae 401(k) Plan$122MQliktech Inc. 401(k) Plan$122MOrion Advisor Solutions, Inc. 401(k) PlanOrion Advisor Solutions, Inc…$122MScreen (USA) Retirement Plan$122M
End-of-year total assets ($M) among Invitae 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$122M
Net Income$13M
Employer EIN271701898
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (INVITAE)

Sponsor-wide plan assets over time

All INVITAE plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M$150M 202220232024 $110M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2,821 $110M
2023 1 1,715 $122M
2024 1 1,544 N/A

Nearby 401(k) Plans in California

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

Invitae 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Invitae 401(k) Plan, Total assets ($B): 0.12233746 · Participants: 1715Invitae 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Invitae 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Invitae 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Qliktech Inc. 401(k) Plan in PA ($122M); by covered participants it is Pro Resources Retirement Savings Plan in MN (1,715 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,715 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Invitae 401(k) Plan assets move in 2023? ▼
Invitae 401(k) Plan grew at a solid clip - up 11.7% during 2023, from $110M to $122M. Reported net income was $13M.
Where does Invitae 401(k) Plan rank by assets among Form 5500 filers? ▼
Invitae 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Invitae 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qliktech Inc. 401(k) Plan in PA ($122M, 852 participants).
Which 401(k) plans cover a similar participant headcount to Invitae 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pro Resources Retirement Savings Plan in MN (1,715 participants, $31M in assets).

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 271701898.

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.