Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INVITE HEALTH, INC.
EIN 13-3910980health, wellness and fitnessLatest filing 2025
Plans
3
Retirement
3
$7.9M assets
Welfare
0
Participants
129
136 OAK DRIVE - SYOSSET, NY 11791516-506-7800invitehealth.comLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $7.9M assets / 129 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INVITE HEALTH, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$4.0M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
INVITE HEALTH INC. 401(K) PLAN
401k
Assets$3.5M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
INVITE HEALTH, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$353K
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INVITE HEALTH, INC. DEFINED BENEFIT PLAN | TraditionalDB | $4.0M | 23 | 2024 | |
| 001 | INVITE HEALTH INC. 401(K) PLAN | 401k | $3.5M | 60 | 2025 | |
| 003 | INVITE HEALTH, INC. PROFIT SHARING PLAN | ProfitSharing | $353K | 46 | 2024 |
Retirement plans