401(k) · DOL Form 5500 · 2024
Invesco Holding Company (US), Inc. 401(k) Plan
Data updated 2026-08-06
- $2.0B
- Total assets
- 3,257
- Participants
- 99th
- Percentile by assets
- $598,755
- Avg per participant
Official DOL plan name: Invesco 401(k) Plan · Sponsored by Invesco Holding Company (US), Inc. · Georgia · Finance & Insurance
$2.0B in assets, 3,257 participants
Invesco Holding Company (US), Inc.'s Invesco 401(k) Plan reported $2.0B in total assets and 3,257 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 116,472 plans)
- #8,104 in Finance & Insurance (8,240 peers)
Coverage in Georgia
Invesco 401(k) Plan covers 3,257 participants in Georgia, 2.9x the typical Georgia plan (state average ~1,126 per filing). Assets: $2.0B.
- $2.0B
- total plan assets (2024 EOY)
- 3,257
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $598,755
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Invesco 401(k) Plan reported net income fell from $208M in the plan year 2023 filing to $170M in the plan year 2024 filing.
- Invesco 401(k) Plan end-of-year assets rose from $1.8B in the plan year 2023 filing to $2.0B in the plan year 2024 filing.
- Invesco 401(k) Plan reported participants fell from 3,371 in the plan year 2023 filing to 3,257 in the plan year 2024 filing.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,126 participants across 3,470 plans. Invesco 401(k) Plan reports 3,257 participants - 2.9x that state average ($2.0B EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | $170M |
| Employer EIN | 582287224 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Invesco Holding Company (US), Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,316 | $1.6B |
| 2023 | 1 | 3,371 | $1.8B |
| 2024 | 1 | 3,257 | $2.0B |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Invesco 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Invesco 401(k) Plan by total assets, not by location.
- The Profit Sharing and Savings Plan of Graybar Electric Company, Inc. (MO) $2.0B · 8,193
- The Queen's Health Systems Retirement Savings Plan (HI) $2.0B · 9,096
- The Ametek Retirement and Savings Plan (PA) $1.9B · 8,769
- Bdo USA Retirement Plan (IL) $1.9B · 9,799
Frequently Asked Questions
How did Invesco 401(k) Plan assets move in 2024? ▼
How have Invesco Holding Company (US), Inc. plan assets changed over time? ▼
Where does Invesco 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Invesco 401(k) Plan? ▼
Next read for Invesco 401(k) Plan
Filing takeaways
Ways to act on Invesco 401(k) Plan's numbers.
- By total assets, Invesco 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
- Invesco Holding Company (US), Inc.'s sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Finance & Insurance plans