401(k) · DOL Form 5500 · 2023

Invictus Spiritus Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
32nd
Percentile by assets National rank
$209,102
Avg per participant Above avg balance/head
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Official DOL plan name: Invictus Spiritus Holdings Inc. Retirement Plan · Sponsored by Invictus Spiritus Holdings Inc. · North Carolina · Educational Services

$2M in assets, 11 participants

Invictus Spiritus Holdings Inc.'s Invictus Spiritus Holdings Inc. Retirement Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #776 in Educational Services (3,735 peers)

Invictus Spiritus Holdings Inc. multi-year trail

Invictus Spiritus Holdings Inc.'s plans moved +377.2% in assets from 2022 to 2024; this filing shows Invictus Spiritus Holdings Inc. Retirement Plan at $2M / 11 participants.

#776
in Educational Services (3,735 peers)
+986.1%
assets growth YoY

Invictus Spiritus Holdings Inc. Retirement Plan among the smaller filed plans by assets

Invictus Spiritus Holdings Inc. Retirement Plan vs every filed plan by assets

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

$2,300,122 32nd percentile higher than 32% 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 Spiritus Holdings Inc. Retirement 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. Invictus Spiritus Holdings Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Invictus Spiritus Holdings Inc. Retirement Plan reported net income rose from -$49K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Invictus Spiritus Holdings Inc. Retirement Plan reported participants rose from 1 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Invictus Spiritus Holdings Inc. Retirement Plan end-of-year assets rose from $212K in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 863303393 · Invictus Spiritus Holdings Inc. PY 2023 · 401(k)

Invictus Spiritus Holdings Inc. Retirement Plan · $2M · 11 · 32nd

  • EBSA $2M
  • PART 11
  • TYPE 32nd
  • NET 401(k)
  • BOOK near Regional Medical Associates, PA 401(k) Plan
  • VS-ST ind #776

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 Educational Services retirement plans → · Plans in North Carolina →

Invictus Spiritus Holdings Inc. Retirement Plan in the asset neighbourhood

Invictus Spiritus Holdings Inc. Retirement PlanInvictus Spiritus Holdings I…$2MRegional Medical Associates, PA 401(k) PlanRegional Medical Associates,…$2MArea Storage & Transfer Inc. 401(k) Profit Sharing Plan & TrustArea Storage & Transfer Inc.…$2MFirst Charter Financial Corporation Profit Sharing PlanFirst Charter Financial Corp…$2MReal Estate Matters Retirement PlanReal Estate Matters Retireme…$2M
End-of-year total assets ($M) among Invictus Spiritus Holdings Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Invictus Spiritus Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Invictus Spiritus Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 377.1931232795214% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.21M $1.01M ▲ +381.0%
Year Plans Participants Total Assets
2022 1 1 $212K
2023 1 11 $2M
2024 1 18 $1M

Invictus Spiritus Holdings Inc. filing trail (2023)

Total Assets (Beginning of Year)$212K
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN863303393
Plan Effective Date2021-04-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Invictus Spiritus Holdings Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Invictus Spiritus Holdings Inc. Retirement Plan, Total assets ($B): 0.002300122 · Participants: 11Invictus Spiritus Holdings Inc. Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Invictus Spiritus Holdings Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Invictus Spiritus Holdings Inc. Retirement Plan side-by-side with 3 peers →

Invictus Spiritus Holdings Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Regional Medical Associates, PA 401(k) Plan in DE ($2M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Spiritus Holdings Inc. Retirement Plan assets move in 2023? ▼
Invictus Spiritus Holdings Inc. Retirement Plan surged - up 986.1% during 2023, from $212K to $2M. Reported net income was $2M.
How have Invictus Spiritus Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Invictus Spiritus Holdings Inc.'s sponsor-wide assets grew 377.2%, from $212K to $1M.
Which 401(k) plans are similar in size to Invictus Spiritus Holdings Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regional Medical Associates, PA 401(k) Plan in DE ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Invictus Spiritus Holdings Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 863303393.

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.