Defined Benefit (Pension) · DOL Form 5500 · 2023

Innovus Advisors, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marble One Defined Benefit Pension Plan · Sponsored by Innovus Advisors, LLC · California · Finance & Insurance

$2M in assets, 2 participants

Innovus Advisors, LLC's Marble One Defined Benefit Pension Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,880 in Finance & Insurance (8,869 peers)

Innovus Advisors, LLC multi-year trail

Innovus Advisors, LLC's plans moved +13.8% in assets from 2022 to 2024; this filing shows Marble One Defined Benefit Pension Plan at $2M / 2 participants.

#1,880
in Finance & Insurance (8,869 peers)
+11.3%
assets growth YoY

Marble One Defined Benefit Pension Plan among the smaller filed plans by assets

Marble One Defined Benefit Pension Plan vs every filed plan by assets

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

$2,097,992 31st percentile higher than 31% 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

Marble One Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marble One Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marble One Defined Benefit Pension Plan reported net income rose from -$192K in the plan year 2022 filing to $214K in the plan year 2023 filing.
  • Marble One Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 455032838 · Innovus Advisors, LLC PY 2023 · Defined Benefit (Pension)

Marble One Defined Benefit Pension Plan · $2M · 2 · 31st

  • BOY $2M
  • SCH 2
  • EBSA 31st
  • PART Defined Benefit (Pension)
  • TYPE near Amd & Associates, Inc. Cash Balance Plan
  • NET ind #1880

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 California →

Marble One Defined Benefit Pension Plan in the asset neighbourhood

Marble One Defined Benefit Pension PlanMarble One Defined Benefit P…$2MAmd & Associates, Inc. Cash Balance PlanAmd & Associates, Inc. Cash …$2MIcahn Associates Holding LLC Pension PlanIcahn Associates Holding LLC…$2MWater Saver Faucet Co. Union Employees Pension Plan & TrustWater Saver Faucet Co. Union…$2MAll Ways Safe, LLC Cash Balance Pension PlanAll Ways Safe, LLC Cash Bala…$2M
End-of-year total assets ($M) among Marble One Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Innovus Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Innovus Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.82854237723479% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $1.88M $2.14M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Innovus Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$214K
Employer EIN455032838
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Marble One Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Marble One Defined Benefit Pension Plan, Total assets ($B): 0.002097992 · Participants: 2Marble One Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Marble One Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Marble One Defined Benefit Pension Plan side-by-side with 3 peers →

Marble One Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Amd & Associates, Inc. Cash Balance Plan in NY ($2M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Marble One Defined Benefit Pension Plan assets move in 2023? ▼
Marble One Defined Benefit Pension Plan grew at a solid clip - up 11.3% during 2023, from $2M to $2M. Reported net income was $214K.
How have Innovus Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innovus Advisors, LLC's sponsor-wide assets grew 13.8%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Marble One Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Amd & Associates, Inc. Cash Balance Plan in NY ($2M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Marble One Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 455032838.

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.