Defined Benefit (Pension) · DOL Form 5500 · 2024
Inv Management Services, LLC Pension Plan
Data updated 2026-08-25
- $363M
- Total assets Above avg plan size
- 12
- Participants Small participant base
- 96th
- Percentile by assets National rank
- $30.2M
- Avg per participant High balance/head
Official DOL plan name: Invista Pension Plan for Certain Grandfathered Employees · Sponsored by Inv Management Services, LLC · Kansas · Manufacturing
$363M in assets, 12 participants
Inv Management Services, LLC's Invista Pension Plan for Certain Grandfathered Employees reported $363M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,759 in Manufacturing (17,777 peers)
Where Invista Pension Plan for Certain Grandfathered Employees sits by assets
Invista Pension Plan for Certain Grandfathered Employees sits in the top 5% of all filed plans by assets, $363M for 12 participants (~$30.2M/participant), down 8.1% in 2024.
- #16,759
- in Manufacturing (17,777 peers)
- -8.1%
- assets change YoY
- 3.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Invista Pension Plan for Certain Grandfathered Employees's outsized position by total assets
Invista Pension Plan for Certain Grandfathered Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$362,870,075 Top 4% higher than 96% 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
Invista Pension Plan for Certain Grandfathered Employees among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Invista Pension Plan for Certain Grandfathered Employees is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Invista Pension Plan for Certain Grandfathered Employees reported net income fell from -$11M in the plan year 2023 filing to -$32M in the plan year 2024 filing.
- Invista Pension Plan for Certain Grandfathered Employees end-of-year assets fell from $395M in the plan year 2023 filing to $363M in the plan year 2024 filing.
- Invista Pension Plan for Certain Grandfathered Employees reported participants rose from N/A in the plan year 2023 filing to 12 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 851507460 · Inv Management Services, LLC PY 2024 · Defined Benefit (Pension)
Invista Pension Plan for Certain Grandfathered Employees · $363M · 12 · 96th
- TYPE $363M
- NET 12
- BOOK 96th
- VS-ST Defined Benefit (Pension)
- BOY near Houston Pilots Retirement Plan and Trust
- SCH ind #16759
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 Manufacturing retirement plans → · Plans in Kansas →
Invista Pension Plan for Certain Grandfathered Employees in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $395M |
|---|---|
| Net Assets (End of Year) | $363M |
| Net Income | -$32M |
| Employer EIN | 851507460 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Inv Management Services, LLC)
Sponsor-wide plan assets over time
All Inv Management Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $363M 10.652758568732192% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $406M |
| 2023 | 1 | N/A | $395M |
| 2024 | 1 | 12 | $363M |
Nearby Defined Benefit (Pension) Plans in Kansas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Pension Plan $1.4B · 5,044
- Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates $498M · 975
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc. $283M · 475
- Kansas Construction Trades Open End Pension Trust Fund $203M · 790
- Associated Wholesale Grocers, Inc. Restated Retirement Plan $180M · 435
Invista Pension Plan for Certain Grandfathered Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kansas, the nearest Defined Benefit (Pension) by assets is Houston Pilots Retirement Plan and Trust in TX ($363M); by covered participants it is Employees' Retirement Plan of Galion Community Hospital in OH (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($363M here).
- Houston Pilots Retirement Plan and Trust (TX) $363M · 133
- Foot Locker Retirement Plan (NY) $363M · 3,486
- Flowserve Corporation Pension Plan (TX) $362M · 4,630
- Employers Mutual Casualty Company Retirement Plan (IA) $362M · 1,908
Similar participant headcount
Nearest other-state filings by covered participants (12 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.