ESOP · DOL Form 5500 · 2023

Invariant Corporation ESOP

Data updated 2026-08-25

$791K
Total assets Small plan by assets
88
Participants Small participant base
22nd
Percentile by assets National rank
$8,983
Avg per participant Low balance/head
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Official DOL plan name: Invariant Corporation Employee Stock Ownership Plan · Sponsored by Invariant Corporation · Alabama · Professional & Technical Services

$791K in assets, 88 participants

Invariant Corporation's Invariant Corporation Employee Stock Ownership Plan reported $791K in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,398 in Professional & Technical Services (20,321 peers)

Invariant Corporation multi-year trail

Invariant Corporation's plans moved +1687.9% in assets from 2023 to 2024; this filing shows Invariant Corporation Employee Stock Ownership Plan at $791K / 88 participants.

#3,398
in Professional & Technical Services (20,321 peers)
$791K
reported net income

Invariant Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

Invariant Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$790,536 22nd percentile higher than 22% 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

Invariant Corporation Employee Stock Ownership 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. Invariant Corporation Employee Stock Ownership Plan is a small filing (88 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 631274152 · Invariant Corporation PY 2023 · ESOP

Invariant Corporation Employee Stock Ownership Plan · $791K · 88 · 22nd

  • TYPE $791K
  • TYPE 88
  • TYPE 22nd
  • TYPE ESOP
  • TYPE near Ettl Engineers & Consultants Inc. Employees Stock Ownership Plan
  • TYPE ind #3398

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 What is an ESOP? → · Plans in Alabama →

Invariant Corporation Employee Stock Ownership Plan in the asset neighbourhood

Lushin and Associates, Inc. Employee Stock Ownership PlanLushin and Associates, Inc. …$797KInvariant Corporation Employee Stock Ownership PlanInvariant Corporation Employ…$791KEttl Engineers & Consultants Inc. Employees Stock Ownership PlanEttl Engineers & Consultants…$789KLloyd Design Corporation Employee Stock Ownership PlanLloyd Design Corporation Emp…$793KNorwood Liquors, Inc. Employee Stock Ownership PlanNorwood Liquors, Inc. Employ…$787K
End-of-year total assets ($M) among Invariant Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Invariant Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Invariant Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$14M 1687.9137698978918% vs 2023
2024 filing year
$0M$5M$10M$15M$20M 20232024 $0.79M $14.1M ▲ +1688.6%
Year Plans Participants Total Assets
2023 1 88 $791K
2024 1 114 $14M

Invariant Corporation filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$791K
Net Income$791K
Employer EIN631274152
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alabama

Peer ESOP plans, same state, same plan type, ranked by total assets.

Invariant Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 -2000200400600 Total assets ($M) Participants Invariant Corporation Employee Stock Ownership Plan, Total assets ($M): 0.790536 · Participants: 88Invariant Corporation Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Invariant Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Invariant Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Invariant Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Ettl Engineers & Consultants Inc. Employees Stock Ownership Plan in TX ($789K); by covered participants it is Scheduling Institute, Inc. Employee Stock Ownership Plan in GA (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 have Invariant Corporation plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Invariant Corporation's sponsor-wide assets grew 1687.9%, from $791K to $14M.
Where does Invariant Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Invariant Corporation Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Invariant Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ettl Engineers & Consultants Inc. Employees Stock Ownership Plan in TX ($789K, 72 participants).
Which ESOP plans cover a similar participant headcount to Invariant Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Scheduling Institute, Inc. Employee Stock Ownership Plan in GA (88 participants, $925K 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 631274152.

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.