401(k) · DOL Form 5500 · 2024

Invo Healthcare Associates, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,400
Participants Near avg headcount
73rd
Percentile by assets National rank
$16,510
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Invo Holdings 401(k) Plan · Sponsored by Invo Healthcare Associates, LLC · Florida · Healthcare & Social Assistance

$23M in assets, 1,400 participants

Invo Healthcare Associates, LLC's Invo Holdings 401(k) Plan reported $23M in total assets and 1,400 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,038 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Invo Holdings 401(k) Plan covers 1,400 participants in Florida, 2.2x the typical Florida plan (state average ~628 per filing). Assets: $23M.

#13,038
in Healthcare & Social Assistance (16,916 peers)
+9.4%
assets growth YoY

Invo Holdings 401(k) Plan's outsized position by total assets

Invo Holdings 401(k) Plan vs every filed plan by assets

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

$23,113,906 Top 27% higher than 73% 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

Invo Holdings 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Invo Holdings 401(k) Plan lands in the large band (1,400 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Invo Holdings 401(k) Plan reported participants fell from 2,388 in the plan year 2023 filing to 1,400 in the plan year 2024 filing.
  • Invo Holdings 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Invo Holdings 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 320395173 · Invo Healthcare Associates, LLC PY 2024 · 401(k)

Invo Holdings 401(k) Plan · $23M · 1,400 · 73rd

  • PART $23M
  • PART 1,400
  • PART 73rd
  • PART 401(k)
  • PART near Comresource, Inc. 401(k) Profit Sharing Plan
  • PART ind #13038

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Invo Holdings 401(k) Plan in the asset neighbourhood

Hmtx Industries LLC 401(k) PlanHmtx Industries LLC 401(k) P…$23MLightspeed Systems 401(k) Profit Sharing PlanLightspeed Systems 401(k) Pr…$23MInvo Holdings 401(k) Plan$23MComresource, Inc. 401(k) Profit Sharing PlanComresource, Inc. 401(k) Pro…$23MHayner Hoyt Corporation 401(k) PlanHayner Hoyt Corporation 401(…$23M
End-of-year total assets ($M) among Invo Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN320395173
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Invo Healthcare Associates, LLC)

Sponsor-wide plan assets over time

All Invo Healthcare Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 28.034764177772402% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18.1M $23.1M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 2,371 $18M
2023 1 2,388 $21M
2024 1 1,400 $23M

Nearby 401(k) Plans in Florida

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

Invo Holdings 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Invo Holdings 401(k) Plan, Total assets ($B): 0.023113906 · Participants: 1400Invo Holdings 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Invo Holdings 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Invo Holdings 401(k) Plan side-by-side with 3 peers →

Invo Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Comresource, Inc. 401(k) Profit Sharing Plan in OH ($23M); by covered participants it is Ait Worldwide Logistics, Inc. 401(k) Savings Plan in IL (1,400 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,400 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 Invo Holdings 401(k) Plan assets move in 2024? ▼
Invo Holdings 401(k) Plan grew at a solid clip - up 9.4% during 2024, from $21M to $23M. Reported net income was $2M.
How have Invo Healthcare Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Invo Healthcare Associates, LLC's sponsor-wide assets grew 28.0%, from $18M to $23M.
Which 401(k) plans are similar in size to Invo Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Comresource, Inc. 401(k) Profit Sharing Plan in OH ($23M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Invo Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ait Worldwide Logistics, Inc. 401(k) Savings Plan in IL (1,400 participants, $117M 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 320395173.

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.