401(k) · DOL Form 5500 · 2023

Invesco Holding Company (US), Inc. 401(k) Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
3,371
Participants Above avg headcount
99th
Percentile by assets National rank
$528,049
Avg per participant High balance/head
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Official DOL plan name: Invesco 401(k) Plan · Sponsored by Invesco Holding Company (US), Inc. · Georgia · Finance & Insurance

$1.8B in assets, 3,371 participants

Invesco Holding Company (US), Inc.'s Invesco 401(k) Plan reported $1.8B in total assets and 3,371 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,729 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Invesco 401(k) Plan covers 3,371 participants in Georgia, 3.1x the typical Georgia plan (state average ~1,096 per filing). Assets: $1.8B.

#8,729
in Finance & Insurance (8,869 peers)
+13.2%
assets growth YoY
18×
vs typical plan assets (national mean)

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

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

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

$1,780,051,872 Top 1% higher than 99% 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

Invesco 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. Invesco 401(k) Plan lands in the large band (3,371 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Invesco 401(k) Plan reported net income rose from -$303M in the plan year 2022 filing to $208M in the plan year 2023 filing.
  • Invesco 401(k) Plan end-of-year assets rose from $1.6B in the plan year 2022 filing to $1.8B in the plan year 2023 filing.
  • Invesco 401(k) Plan reported participants rose from 3,316 in the plan year 2022 filing to 3,371 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 582287224 · Invesco Holding Company (US), Inc. PY 2023 · 401(k)

Invesco 401(k) Plan · $1.8B · 3,371 · 99th

  • NET $1.8B
  • BOOK 3,371
  • VS-ST 99th
  • BOY 401(k)
  • SCH near Quanta Services, Inc. 401(k) Savings Plan
  • EBSA ind #8729

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 Finance & Insurance retirement plans → · Plans in Georgia →

Invesco 401(k) Plan in the asset neighbourhood

Invesco 401(k) Plan$1.8BQuanta Services, Inc. 401(k) Savings PlanQuanta Services, Inc. 401(k)…$1.8BKbrwyle Technology 401(k) PlanKbrwyle Technology 401(k) Pl…$1.8BCadence Design Systems, Inc. 401(k) PlanCadence Design Systems, Inc.…$1.8BGarmin International, Inc. Retirement PlanGarmin International, Inc. R…$1.8B
End-of-year total assets ($B) among Invesco 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$1.8B
Net Income$208M
Employer EIN582287224
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Invesco Holding Company (US), Inc.)

Sponsor-wide plan assets over time

All Invesco Holding Company (US), Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 24.012008739265042% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B 202220232024 $1.57B $1.95B ▲ +24.2%
Year Plans Participants Total Assets
2022 1 3,316 $1.6B
2023 1 3,371 $1.8B
2024 1 3,257 $2.0B

Nearby 401(k) Plans in Georgia

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

Invesco 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 05101520 Total assets ($B) Participants Invesco 401(k) Plan, Total assets ($B): 1.780051872 · Participants: 3371Invesco 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Invesco 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Invesco 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Quanta Services, Inc. 401(k) Savings Plan in TX ($1.8B); by covered participants it is Crestwood 401(k) Plan in CA (3,370 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.8B here).

Similar participant headcount

Nearest other-state filings by covered participants (3,371 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 Invesco 401(k) Plan assets move in 2023? ▼
Invesco 401(k) Plan grew at a solid clip - up 13.2% during 2023, from $1.6B to $1.8B. Reported net income was $208M.
How have Invesco Holding Company (US), Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Invesco Holding Company (US), Inc.'s sponsor-wide assets grew 24.0%, from $1.6B to $2.0B.
Where does Invesco 401(k) Plan rank by assets among Form 5500 filers? ▼
Invesco 401(k) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Invesco 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quanta Services, Inc. 401(k) Savings Plan in TX ($1.8B, 30,951 participants).
Which 401(k) plans cover a similar participant headcount to Invesco 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crestwood 401(k) Plan in CA (3,370 participants, $86M 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 582287224.

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.