401(k) · DOL Form 5500 · 2023

Invictus Partners Incorporated 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
31
Participants Small participant base
30th
Percentile by assets National rank
$60,708
Avg per participant Low balance/head
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Official DOL plan name: Invictus Partners Incorporated Retirement Plan · Sponsored by Invictus Partners Incorporated · Texas · Other Services

$2M in assets, 31 participants

Invictus Partners Incorporated's Invictus Partners Incorporated Retirement Plan reported $2M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,304 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Invictus Partners Incorporated Retirement Plan ranks #4,304 of 7,857 2023 filers by assets (1066% of the sector average)-$2M for 31 participants.

#4,304
in Other Services (7,857 peers)
-62.4%
assets change YoY

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.

Invictus Partners Incorporated Retirement Plan among the smaller filed plans by assets

Invictus Partners Incorporated Retirement Plan vs every filed plan by assets

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

$1,881,946 30th percentile higher than 30% 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

Invictus Partners Incorporated Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Invictus Partners Incorporated Retirement Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Invictus Partners Incorporated Retirement Plan reported net income fell from $496K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Invictus Partners Incorporated Retirement Plan end-of-year assets fell from $5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Invictus Partners Incorporated Retirement Plan reported participants rose from 23 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 812674774 · Invictus Partners Incorporated PY 2023 · 401(k)

Invictus Partners Incorporated Retirement Plan · $2M · 31 · 30th

  • 5500 $2M
  • 5500 31
  • 5500 30th
  • 5500 401(k)
  • 5500 near I4color Inc 401(k) Profit Sharing Plan & Trust
  • 5500 ind #4304

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…$2MI4color Inc 401(k) Profit Sharing Plan & TrustI4color Inc 401(k) Profit Sh…$2MAlliance Hospitality Employee Savings PlanAlliance Hospitality Employe…$2MDawn Legacy Dmg Inc. Retirement PlanDawn Legacy Dmg Inc. Retirem…$2MAutohaus Automotive Retirement PlanAutohaus Automotive Retireme…$2M
End-of-year total assets ($M) among Invictus Partners Incorporated Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$2M
Net Income-$3M
Employer EIN812674774
Plan Effective Date2016-05-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Invictus Partners Incorporated)

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

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. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Invictus Partners Incorporated Retirement Plan, Total assets ($B): 0.001881946 · Participants: 31Invictus Partners Incorporated Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell 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 I4color Inc 401(k) Profit Sharing Plan & Trust in CA ($2M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Invictus Partners Incorporated Retirement Plan assets move in 2023? ▼
Invictus Partners Incorporated Retirement Plan contracted severely - down 62.4% during 2023, from $5M to $2M. Reported net income was -$3M.
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 I4color Inc 401(k) Profit Sharing Plan & Trust in CA ($2M, 23 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 Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M 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 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.