401(k) · DOL Form 5500 · 2023

Invo Healthcare Associates, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
2,388
Participants Above avg headcount
74th
Percentile by assets National rank
$8,847
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Invo Holdings 401(k) Plan · Sponsored by Invo Healthcare Associates, LLC · Florida · Healthcare & Social Assistance

$21M in assets, 2,388 participants

Invo Healthcare Associates, LLC's Invo Holdings 401(k) Plan reported $21M in total assets and 2,388 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,764 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Invo Holdings 401(k) Plan covers 2,388 participants in Florida, 3.8x the typical Florida plan (state average ~628 per filing). Assets: $21M.

#13,764
in Healthcare & Social Assistance (17,684 peers)
+17.0%
assets growth YoY

Invo Holdings 401(k) Plan's outsized position by total assets

Invo Holdings 401(k) Plan vs every filed plan by assets

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

$21,126,745 Top 26% higher than 74% 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

Invo Holdings 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Invo Holdings 401(k) Plan lands in the large band (2,388 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Invo Holdings 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Invo Holdings 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Invo Holdings 401(k) Plan reported participants rose from 2,371 in the plan year 2022 filing to 2,388 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 320395173 · Invo Healthcare Associates, LLC PY 2023 · 401(k)

Invo Holdings 401(k) Plan · $21M · 2,388 · 74th

  • BOOK $21M
  • BOOK 2,388
  • BOOK 74th
  • BOOK 401(k)
  • BOOK near River Bank and Trust 401(k) Employee Stock Ownership Plan
  • BOOK ind #13764

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Invo Holdings 401(k) Plan in the asset neighbourhood

Invo Holdings 401(k) Plan$21MRiver Bank and Trust 401(k) Employee Stock Ownership PlanRiver Bank and Trust 401(k) …$21MDelta Defense, LLC 401(k) PlanDelta Defense, LLC 401(k) Pl…$21MHarmac Medical Products, Inc. Retirement Savings PlanHarmac Medical Products, Inc…$21MKoury Corporation 401(k) / Profit Sharing Retirement PlanKoury Corporation 401(k) / P…$21M
End-of-year total assets ($M) among Invo Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN320395173
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Invo Healthcare Associates, LLC)

Sponsor-wide plan assets over time

All Invo Healthcare Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 28.034764177772402% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18.1M $23.1M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 2,371 $18M
2023 1 2,388 $21M
2024 1 1,400 $23M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Invo Holdings 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Invo Holdings 401(k) Plan, Total assets ($B): 0.021126745 · Participants: 2388Invo Holdings 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Invo Holdings 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Invo Holdings 401(k) Plan side-by-side with 3 peers →

Invo Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is River Bank and Trust 401(k) Employee Stock Ownership Plan in AL ($21M); by covered participants it is I. B. E. W. Local 25 401(k) Fund in NY (2,389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,388 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 Invo Holdings 401(k) Plan assets move in 2023? ▼
Invo Holdings 401(k) Plan grew sharply - up 17.0% during 2023, from $18M to $21M. Reported net income was $3M.
How have Invo Healthcare Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Invo Healthcare Associates, LLC's sponsor-wide assets grew 28.0%, from $18M to $23M.
Which 401(k) plans are similar in size to Invo Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is River Bank and Trust 401(k) Employee Stock Ownership Plan in AL ($21M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Invo Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. B. E. W. Local 25 401(k) Fund in NY (2,389 participants, $396M 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 320395173.

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.