Defined Benefit (Pension) · DOL Form 5500 · 2023
Inv Management Services, LLC Pension Plan
Data updated 2026-08-25
- $395M
- Total assets Above avg plan size
- N/A
- Participants Small participant base
- 97th
- Percentile by assets National rank
Official DOL plan name: Invista Pension Plan for Certain Grandfathered Employees · Sponsored by Inv Management Services, LLC · Kansas · Manufacturing
$395M in assets, N/A participants
Inv Management Services, LLC's Invista Pension Plan for Certain Grandfathered Employees reported $395M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,782 in Manufacturing (18,722 peers)
Where Invista Pension Plan for Certain Grandfathered Employees sits by assets
Invista Pension Plan for Certain Grandfathered Employees sits in the top 5% of all filed plans by assets, $395M for N/A participants, down 2.8% in 2023.
- #17,782
- in Manufacturing (18,722 peers)
- -2.8%
- assets change YoY
- 4.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Invista Pension Plan for Certain Grandfathered Employees's outsized position by total assets
Invista Pension Plan for Certain Grandfathered Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$394,870,358 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Invista Pension Plan for Certain Grandfathered Employees reported net income rose from -$66M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Invista Pension Plan for Certain Grandfathered Employees end-of-year assets fell from $406M in the plan year 2022 filing to $395M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 851507460 · Inv Management Services, LLC PY 2023 · Defined Benefit (Pension)
Invista Pension Plan for Certain Grandfathered Employees · $395M · N/A · 97th
- EOY $395M
- 5500 N/A
- ASSETS 97th
- PCT Defined Benefit (Pension)
- EIN near Greater Kansas City Laborers Pension Plan
- RANK ind #17782
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 Manufacturing retirement plans → · Plans in Kansas →
Invista Pension Plan for Certain Grandfathered Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $406M |
|---|---|
| Net Assets (End of Year) | $395M |
| Net Income | -$11M |
| Employer EIN | 851507460 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Inv Management Services, LLC)
Sponsor-wide plan assets over time
All Inv Management Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $363M 10.652758568732192% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $406M |
| 2023 | 1 | N/A | $395M |
| 2024 | 1 | 12 | $363M |
Nearby Defined Benefit (Pension) Plans in Kansas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Pension Plan $1.5B · 5,542
- Sprint Retirement Pension Plan $1.3B · 3,592
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc. $288M · 502
- Roadway LLC Pension Plan $193M · 290
- Yellow Corporation Pension Plan $182M · 252
Invista Pension Plan for Certain Grandfathered Employees's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Kansas, the nearest Defined Benefit (Pension) by end-of-year assets is Greater Kansas City Laborers Pension Plan in MO at $395M (this filing: $395M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($395M here).
- Greater Kansas City Laborers Pension Plan (MO) $395M · 900
- The Arxada Consolidated Pension Plan (NJ) $395M · 255
- New York University Staff Pension Plan for Non-Contributory (NY) $394M · 2,051
- Mercedes-Benz USA, LLC Pension Plan (GA) $394M · 784
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.