Defined Benefit (Pension) · DOL Form 5500 · 2024

Innovus Advisors, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Marble One Defined Benefit Pension Plan · Sponsored by Innovus Advisors, LLC · California · Finance & Insurance

$2M in assets, 2 participants

Innovus Advisors, LLC's Marble One Defined Benefit Pension Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,643 in Finance & Insurance (8,549 peers)

Innovus Advisors, LLC multi-year trail

Innovus Advisors, LLC's plans moved +13.8% in assets from 2022 to 2024; this filing shows Marble One Defined Benefit Pension Plan at $2M / 2 participants.

#1,643
in Finance & Insurance (8,549 peers)
+2.2%
assets growth YoY

Marble One Defined Benefit Pension Plan among the smaller filed plans by assets

Marble One Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,144,927 30th percentile higher than 30% 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

Marble One Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marble One Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marble One Defined Benefit Pension Plan reported net income fell from $214K in the plan year 2023 filing to $47K in the plan year 2024 filing.
  • Marble One Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 455032838 · Innovus Advisors, LLC PY 2024 · Defined Benefit (Pension)

Marble One Defined Benefit Pension Plan · $2M · 2 · 30th

  • IND $2M
  • IND 2
  • IND 30th
  • IND Defined Benefit (Pension)
  • IND near District 65 Pension Plan
  • IND ind #1643

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 Finance & Insurance retirement plans → · Plans in California →

Marble One Defined Benefit Pension Plan in the asset neighbourhood

Marble One Defined Benefit Pension PlanMarble One Defined Benefit P…$2MDistrict 65 Pension Plan$2MMaggs Mcdermott & Diciccio, LLC Cash Balance PlanMaggs Mcdermott & Diciccio, …$2MCentral Outreach Wellness Center, LLC Cash Balance Pension PlanCentral Outreach Wellness Ce…$2MConvergent Pacific, LLC Defined Benefit PlanConvergent Pacific, LLC Defi…$2M
End-of-year total assets ($M) among Marble One Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Innovus Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Innovus Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.82854237723479% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $1.88M $2.14M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Innovus Advisors, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$47K
Employer EIN455032838
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Marble One Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Marble One Defined Benefit Pension Plan, Total assets ($B): 0.002144927 · Participants: 2Marble One Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Marble One Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Marble One Defined Benefit Pension Plan side-by-side with 3 peers →

Marble One Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is District 65 Pension Plan in NJ ($2M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Marble One Defined Benefit Pension Plan assets move in 2024? ▼
Marble One Defined Benefit Pension Plan edged up modestly - up 2.2% during 2024, from $2M to $2M. Reported net income was $47K.
How have Innovus Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innovus Advisors, LLC's sponsor-wide assets grew 13.8%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Marble One Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is District 65 Pension Plan in NJ ($2M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Marble One Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 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 455032838.

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.