ESOP · DOL Form 5500 · 2024
Invictus Medical Inc ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $895,161
- Avg per participant High balance/head
Official DOL plan name: Invictus Medical Inc Employee Stock Ownership Plan · Sponsored by Invictus Medical Inc · Florida · Manufacturing
$5M in assets, 6 participants
Invictus Medical Inc's Invictus Medical Inc Employee Stock Ownership Plan reported $5M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #4,689 in Manufacturing (17,777 peers)
Invictus Medical Inc multi-year trail
Invictus Medical Inc's plans moved +139.5% in assets from 2022 to 2024; this filing shows Invictus Medical Inc Employee Stock Ownership Plan at $5M / 6 participants.
- #4,689
- in Manufacturing (17,777 peers)
- +673.9%
- assets growth YoY
Invictus Medical Inc Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Invictus Medical Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,370,966 43rd percentile higher than 43% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Invictus Medical Inc Employee Stock Ownership 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. Invictus Medical Inc Employee Stock Ownership Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Invictus Medical Inc Employee Stock Ownership Plan end-of-year assets rose from $694K in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Invictus Medical Inc Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Invictus Medical Inc Employee Stock Ownership Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 821610724 · Invictus Medical Inc PY 2024 · ESOP
Invictus Medical Inc Employee Stock Ownership Plan · $5M · 6 · 43rd
- SCH $5M
- SCH 6
- SCH 43rd
- SCH ESOP
- SCH near Sauce Industries Inc. Employee Stock Ownership Plan
- SCH ind #4689
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 What is an ESOP? → · Plans in Florida →
Invictus Medical Inc Employee Stock Ownership Plan in the asset neighbourhood
Invictus Medical Inc multi-year asset trail
Sponsor-wide plan assets over time
All Invictus Medical Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 139.5471633484722% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 5 | $694K |
| 2024 | 1 | 6 | $5M |
Invictus Medical Inc filing trail (2024)
| Total Assets (Beginning of Year) | $694K |
|---|---|
| Net Assets (End of Year) | -$1M |
| Net Income | $5M |
| Employer EIN | 821610724 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $1.1B · 16,036
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
Invictus Medical Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Sauce Industries Inc. Employee Stock Ownership Plan in CO ($5M); by covered participants it is Tcgh ESOP Plan in PA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.