401(k) · DOL Form 5500 · 2024

Invictus Spiritus Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
18
Participants Small participant base
23rd
Percentile by assets National rank
$56,146
Avg per participant Low 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

$1M in assets, 18 participants

Invictus Spiritus Holdings Inc.'s Invictus Spiritus Holdings Inc. Retirement Plan reported $1M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #539 in Educational Services (3,638 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 $1M / 18 participants.

#539
in Educational Services (3,638 peers)
-56.1%
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 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 2024 · DOL Form 5500

$1,010,633 23rd percentile higher than 23% of 123,620 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 2024

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

Plan-year 2024 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 (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Invictus Spiritus Holdings Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Invictus Spiritus Holdings Inc. Retirement Plan reported participants rose from 11 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • Invictus Spiritus Holdings Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 863303393 · Invictus Spiritus Holdings Inc. PY 2024 · 401(k)

Invictus Spiritus Holdings Inc. Retirement Plan · $1M · 18 · 23rd

  • PHOTO $1M
  • IND 18
  • EOY 23rd
  • 5500 401(k)
  • ASSETS near Assessment Services, Inc. 401(k) Plan
  • PCT ind #539

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…$1MAssessment Services, Inc. 401(k) PlanAssessment Services, Inc. 40…$1MEastern Waterproofing & Restoration of Va, LLC Profit Sharing PlanEastern Waterproofing & Rest…$1MIcadv 401(k) Plan$1MAlex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001Alex Michelson Md Inc 401(k)…$1M
End-of-year total assets ($M) among Invictus Spiritus Holdings Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$1M
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 -20020406080 Total assets ($B) Participants Invictus Spiritus Holdings Inc. Retirement Plan, Total assets ($B): 0.001010633 · Participants: 18Invictus Spiritus Holdings Inc. Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) 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 Assessment Services, Inc. 401(k) Plan in MA ($1M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Invictus Spiritus Holdings Inc. Retirement Plan contracted severely - down 56.1% during 2024, from $2M to $1M. Reported net income was -$1M.
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.
Where does Invictus Spiritus Holdings Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Invictus Spiritus Holdings Inc. Retirement Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
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 Assessment Services, Inc. 401(k) Plan in MA ($1M, 1 participant).
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 Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.