ESOP · DOL Form 5500 · 2024

Invariant Corporation ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
114
Participants Small participant base
63rd
Percentile by assets National rank
$123,983
Avg per participant Near avg balance/head
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Official DOL plan name: Invariant Corporation Employee Stock Ownership Plan · Sponsored by Invariant Corporation · Alabama · Professional & Technical Services

$14M in assets, 114 participants

Invariant Corporation's Invariant Corporation Employee Stock Ownership Plan reported $14M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,544 in Professional & Technical Services (20,173 peers)

Coverage in Alabama

Invariant Corporation Employee Stock Ownership Plan covers 114 participants in Alabama, about 32% of the average Alabama filer (state average ~360 per filing). Assets: $14M.

#12,544
in Professional & Technical Services (20,173 peers)
+1687.9%
assets growth YoY

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Invariant Corporation Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Invariant Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$14,134,102 Top 37% higher than 63% 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

Invariant Corporation Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Invariant Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Invariant Corporation Employee Stock Ownership Plan reported net income fell from $791K in the plan year 2023 filing to -$25M in the plan year 2024 filing.
  • Invariant Corporation Employee Stock Ownership Plan end-of-year assets rose from $791K in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Invariant Corporation Employee Stock Ownership Plan reported participants rose from 88 in the plan year 2023 filing to 114 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 631274152 · Invariant Corporation PY 2024 · ESOP

Invariant Corporation Employee Stock Ownership Plan · $14M · 114 · 63rd

  • BOOK $14M
  • VS-ST 114
  • BOY 63rd
  • SCH ESOP
  • EBSA near Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust
  • PART ind #12544

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 Alabama →

Invariant Corporation Employee Stock Ownership Plan in the asset neighbourhood

Mksk Employee Stock Ownership PlanMksk Employee Stock Ownershi…$14MScherer Bros. Lumber Co. Employee Stock Ownership PlanScherer Bros. Lumber Co. Emp…$14MFraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and TrustFraley & Schilling Holdings,…$14MInvariant Corporation Employee Stock Ownership PlanInvariant Corporation Employ…$14MFloturn, Inc Employee Stock Ownership PlanFloturn, Inc Employee Stock …$14M
End-of-year total assets ($M) among Invariant Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$791K
Net Assets (End of Year)-$21M
Net Income-$25M
Employer EIN631274152
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Invariant Corporation)

Sponsor-wide plan assets over time

All Invariant Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$14M 1687.9137698978918% vs 2023
2024 filing year
$0M$5M$10M$15M$20M 20232024 $0.79M $14.1M ▲ +1688.6%
Year Plans Participants Total Assets
2023 1 88 $791K
2024 1 114 $14M

Nearby ESOP Plans in Alabama

Peer ESOP plans, same state, same plan type, ranked by total assets.

Invariant Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600 Total assets ($M) Participants Invariant Corporation Employee Stock Ownership Plan, Total assets ($M): 14.134102 · Participants: 114Invariant Corporation Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 515.369863 · Participants: 1644Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 242.741411 · Participants: 298Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 224.790459 · Participants: 125Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 194.917315 · Participants: 1041Radiance Technologies, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries, Total assets ($M): 181.843353 · Participants: 958Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries
Invariant Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Invariant Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Invariant Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust in IN ($14M); by covered participants it is Extol, Inc. Employee Stock Ownership Plan in MI (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Invariant Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Invariant Corporation Employee Stock Ownership Plan surged - up 1687.9% during 2024, from $791K to $14M. Reported net income was -$25M.
How have Invariant Corporation plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Invariant Corporation's sponsor-wide assets grew 1687.9%, from $791K to $14M.
Which ESOP plans are similar in size to Invariant Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust in IN ($14M, 529 participants).
Which ESOP plans cover a similar participant headcount to Invariant Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Extol, Inc. Employee Stock Ownership Plan in MI (114 participants, $2M 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 631274152.

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.