ESOP · DOL Form 5500 · 2023

Invictus Medical Inc ESOP

Data updated 2026-08-25

$694K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$138,801
Avg per participant Near avg balance/head
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Official DOL plan name: Invictus Medical Inc Employee Stock Ownership Plan · Sponsored by Invictus Medical Inc · Florida · Manufacturing

$694K in assets, 5 participants

Invictus Medical Inc's Invictus Medical Inc Employee Stock Ownership Plan reported $694K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,625 in Manufacturing (18,722 peers)

Invictus Medical Inc multi-year trail

Invictus Medical Inc's plans moved +139.5% in assets from 2022 to 2024; this filing shows Invictus Medical Inc Employee Stock Ownership Plan at $694K / 5 participants.

#1,625
in Manufacturing (18,722 peers)
-69.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Invictus Medical Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Invictus Medical Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$694,004 21st percentile higher than 21% 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

Invictus Medical Inc Employee Stock Ownership 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. Invictus Medical Inc Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Invictus Medical Inc Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Invictus Medical Inc Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $694K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 821610724 · Invictus Medical Inc PY 2023 · ESOP

Invictus Medical Inc Employee Stock Ownership Plan · $694K · 5 · 21st

  • EIN $694K
  • RANK 5
  • PHOTO 21st
  • IND ESOP
  • EOY near Terabyte Holdings, Inc. Employee Stock Ownership Plan
  • 5500 ind #1625

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 Florida →

Invictus Medical Inc Employee Stock Ownership Plan in the asset neighbourhood

Shop-All, Incorporated Employee Stock Ownership PlanShop-All, Incorporated Emplo…$697KPro-Tec Design, Inc. Employee Stock Ownership PlanPro-Tec Design, Inc. Employe…$697KInvictus Medical Inc Employee Stock Ownership PlanInvictus Medical Inc Employe…$694KTerabyte Holdings, Inc. Employee Stock Ownership PlanTerabyte Holdings, Inc. Empl…$693KQuantum Controls, Inc. Employee Stock Ownership PlanQuantum Controls, Inc. Emplo…$690K
End-of-year total assets ($M) among Invictus Medical Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Invictus Medical Inc multi-year asset trail

Sponsor-wide plan assets over time

All Invictus Medical Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 139.5471633484722% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $2.24M $5.37M ▲ +139.7%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $694K
2024 1 6 $5M

Invictus Medical Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$6M
Net Income-$1M
Employer EIN821610724
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Invictus Medical Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Invictus Medical Inc Employee Stock Ownership Plan, Total assets ($B): 0.000694004 · Participants: 5Invictus Medical Inc Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Invictus Medical Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Invictus Medical Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Invictus Medical Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Terabyte Holdings, Inc. Employee Stock Ownership Plan in IL ($693K); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Invictus Medical Inc Employee Stock Ownership Plan assets move in 2023? ▼
Invictus Medical Inc Employee Stock Ownership Plan contracted severely - down 69.0% during 2023, from $2M to $694K. Reported net income was -$1M.
How have Invictus Medical Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Invictus Medical Inc's sponsor-wide assets grew 139.5%, from $2M to $5M.
Where does Invictus Medical Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Invictus Medical Inc Employee Stock Ownership Plan ranks in the 21st 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 Invictus Medical Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Terabyte Holdings, Inc. Employee Stock Ownership Plan in IL ($693K, 64 participants).
Which ESOP plans cover a similar participant headcount to Invictus Medical Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants, $730K 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 821610724.

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.