Other
2023 plan-year Other DOL Form 5500

INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

INVARIANT CORPORATION

This Other plan holds $791K in total assets and serves 88 participants as of 2023. It is sponsored by INVARIANT CORPORATION in Alabama. The plan reported positive net income of $791K for the year.

Total Assets (2023)
$791K
Participants
88
State
Industry
Professional & Technical Services

What the Filing Says About INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by INVARIANT CORPORATION, headquartered in Alabama. As of the 2023 Form 5500 filing, the plan reports $791K in total end-of-year assets and covers 88 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 631274152, and the plan has been effective since 2023-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to $791K at year-end. Net assets (after liabilities) closed the year at $791K, with reported net income of $791K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (INVARIANT CORPORATION)

Year Plans Participants Total Assets
2023 1 88 $791K
2024 1 114 $14M

Nearby Other Plans in Alabama

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

Frequently Asked Questions

How much money is in the INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN holds $791K in total assets with 88 participants. It is sponsored by INVARIANT CORPORATION.
What type of plan is INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2023-01-01. The plan is filed with the U.S. Department of Labor under EIN 631274152.
Who sponsors the INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by INVARIANT CORPORATION, located in Alabama. The sponsor's EIN is 631274152 and the plan operates in the Professional & Technical Services industry.
How did INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN held $791K in total assets at the end of 2023. Net income was $791K.
Where can I find official filings for INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 631274152 or plan name at efast.dol.gov.
How does INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare INVARIANT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.