Invariant LLC
Plan context: Invariant LLC Retirement Plan
EIN 20-8194864 • Washington, DC • 33 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
117
2024 Assets
$18,085,976
2024 Contributions
$4,746,320
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 117 | $18,085,976 | $4,746,320 | $40,567iApproximate average salary by contribution assumption: employee only about $1,014,171 at 4% or $676,114 at 6%; with 50% employer match about $676,114 at 4% or $450,743 at 6%; with 100% employer match about $507,085 at 4% or $338,057 at 6%. |
| Invariant LLC Retirement Plan | - | 117 | $18,085,976 | $4,746,320 | $40,567iApproximate average salary by contribution assumption: employee only about $1,014,171 at 4% or $676,114 at 6%; with 50% employer match about $676,114 at 4% or $450,743 at 6%; with 100% employer match about $507,085 at 4% or $338,057 at 6%. |
| 2023 | 2 | 98 | $11,659,602 | $2,228,845 | $22,743iApproximate average salary by contribution assumption: employee only about $568,583 at 4% or $379,055 at 6%; with 50% employer match about $379,055 at 4% or $252,704 at 6%; with 100% employer match about $284,291 at 4% or $189,528 at 6%. |
| Invariant LLC Retirement Plan | - | 98 | $11,659,602 | $2,160,100 | $22,042iApproximate average salary by contribution assumption: employee only about $551,046 at 4% or $367,364 at 6%; with 50% employer match about $367,364 at 4% or $244,909 at 6%; with 100% employer match about $275,523 at 4% or $183,682 at 6%. |
| INVARIANT LLC CASH BALANCE PLAN | - | 0 | $0 | $68,745 | - |
| 2022 | 2 | 65 | $10,683,045 | $1,770,430 | $27,237iApproximate average salary by contribution assumption: employee only about $680,935 at 4% or $453,956 at 6%; with 50% employer match about $453,956 at 4% or $302,638 at 6%; with 100% employer match about $340,467 at 4% or $226,978 at 6%. |
| Invariant LLC Retirement Plan | - | 65 | $8,336,091 | $1,409,011 | $21,677iApproximate average salary by contribution assumption: employee only about $541,927 at 4% or $361,285 at 6%; with 50% employer match about $361,285 at 4% or $240,857 at 6%; with 100% employer match about $270,964 at 4% or $180,642 at 6%. |
| INVARIANT LLC CASH BALANCE PLAN | - | 41 | $2,346,954 | $361,419 | $8,815iApproximate average salary by contribution assumption: employee only about $220,377 at 4% or $146,918 at 6%; with 50% employer match about $146,918 at 4% or $97,946 at 6%; with 100% employer match about $110,189 at 4% or $73,459 at 6%. |
| 2021 | 2 | 49 | $10,702,389 | $1,216,457 | $24,826iApproximate average salary by contribution assumption: employee only about $620,641 at 4% or $413,761 at 6%; with 50% employer match about $413,761 at 4% or $275,841 at 6%; with 100% employer match about $310,321 at 4% or $206,880 at 6%. |
| Invariant LLC Retirement Plan | - | 49 | $8,512,354 | $967,064 | $19,736iApproximate average salary by contribution assumption: employee only about $493,400 at 4% or $328,933 at 6%; with 50% employer match about $328,933 at 4% or $219,289 at 6%; with 100% employer match about $246,700 at 4% or $164,467 at 6%. |
| INVARIANT LLC CASH BALANCE PLAN | - | 25 | $2,190,035 | $249,393 | $9,976iApproximate average salary by contribution assumption: employee only about $249,393 at 4% or $166,262 at 6%; with 50% employer match about $166,262 at 4% or $110,841 at 6%; with 100% employer match about $124,696 at 4% or $83,131 at 6%. |
| 2020 | 2 | 42 | $8,930,366 | $936,715 | $22,303iApproximate average salary by contribution assumption: employee only about $557,568 at 4% or $371,712 at 6%; with 50% employer match about $371,712 at 4% or $247,808 at 6%; with 100% employer match about $278,784 at 4% or $185,856 at 6%. |
| Invariant LLC Retirement Plan | - | 42 | $7,020,684 | $759,715 | $18,088iApproximate average salary by contribution assumption: employee only about $452,211 at 4% or $301,474 at 6%; with 50% employer match about $301,474 at 4% or $200,983 at 6%; with 100% employer match about $226,106 at 4% or $150,737 at 6%. |
| INVARIANT LLC CASH BALANCE PLAN | - | 24 | $1,909,682 | $177,000 | $7,375iApproximate average salary by contribution assumption: employee only about $184,375 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,944 at 6%; with 100% employer match about $92,188 at 4% or $61,458 at 6%. |
| 2019 | 2 | 35 | $7,132,371 | $625,761 | $17,879iApproximate average salary by contribution assumption: employee only about $446,972 at 4% or $297,981 at 6%; with 50% employer match about $297,981 at 4% or $198,654 at 6%; with 100% employer match about $223,486 at 4% or $148,991 at 6%. |
| Invariant LLC Retirement Plan | - | 35 | $5,514,743 | $462,761 | $13,222iApproximate average salary by contribution assumption: employee only about $330,544 at 4% or $220,362 at 6%; with 50% employer match about $220,362 at 4% or $146,908 at 6%; with 100% employer match about $165,272 at 4% or $110,181 at 6%. |
| INVARIANT LLC CASH BALANCE PLAN | - | 18 | $1,617,628 | $163,000 | $9,056iApproximate average salary by contribution assumption: employee only about $226,389 at 4% or $150,926 at 6%; with 50% employer match about $150,926 at 4% or $100,617 at 6%; with 100% employer match about $113,194 at 4% or $75,463 at 6%. |
| 2018 | 2 | 32 | $5,779,882 | $620,762 | $19,399iApproximate average salary by contribution assumption: employee only about $484,970 at 4% or $323,314 at 6%; with 50% employer match about $323,314 at 4% or $215,542 at 6%; with 100% employer match about $242,485 at 4% or $161,657 at 6%. |
| Invariant LLC Retirement Plan | - | 32 | $4,337,272 | $443,762 | $13,868iApproximate average salary by contribution assumption: employee only about $346,689 at 4% or $231,126 at 6%; with 50% employer match about $231,126 at 4% or $154,084 at 6%; with 100% employer match about $173,345 at 4% or $115,563 at 6%. |
| INVARIANT LLC CASH BALANCE PLAN | - | 16 | $1,442,610 | $177,000 | $11,063iApproximate average salary by contribution assumption: employee only about $276,563 at 4% or $184,375 at 6%; with 50% employer match about $184,375 at 4% or $122,917 at 6%; with 100% employer match about $138,281 at 4% or $92,188 at 6%. |
| 2017 | 2 | 27 | $5,498,035 | $650,193 | $24,081iApproximate average salary by contribution assumption: employee only about $602,031 at 4% or $401,354 at 6%; with 50% employer match about $401,354 at 4% or $267,569 at 6%; with 100% employer match about $301,015 at 4% or $200,677 at 6%. |
| Invariant LLC Retirement Plan | - | 27 | $4,231,115 | $442,193 | $16,378iApproximate average salary by contribution assumption: employee only about $409,438 at 4% or $272,959 at 6%; with 50% employer match about $272,959 at 4% or $181,972 at 6%; with 100% employer match about $204,719 at 4% or $136,479 at 6%. |
| INVARIANT LLC CASH BALANCE PLAN | - | 18 | $1,266,920 | $208,000 | $11,556iApproximate average salary by contribution assumption: employee only about $288,889 at 4% or $192,593 at 6%; with 50% employer match about $192,593 at 4% or $128,395 at 6%; with 100% employer match about $144,444 at 4% or $96,296 at 6%. |
| 2016 | 2 | 20 | $4,174,833 | $515,025 | $25,751iApproximate average salary by contribution assumption: employee only about $643,781 at 4% or $429,188 at 6%; with 50% employer match about $429,188 at 4% or $286,125 at 6%; with 100% employer match about $321,891 at 4% or $214,594 at 6%. |
| Invariant LLC Retirement Plan | - | 20 | $3,135,851 | $354,025 | $17,701iApproximate average salary by contribution assumption: employee only about $442,531 at 4% or $295,021 at 6%; with 50% employer match about $295,021 at 4% or $196,681 at 6%; with 100% employer match about $221,266 at 4% or $147,510 at 6%. |
| INVARIANT LLC CASH BALANCE PLAN | - | 17 | $1,038,982 | $161,000 | $9,471iApproximate average salary by contribution assumption: employee only about $236,765 at 4% or $157,843 at 6%; with 50% employer match about $157,843 at 4% or $105,229 at 6%; with 100% employer match about $118,382 at 4% or $78,922 at 6%. |
| 2015 | 2 | 16 | $3,436,116 | $377,046 | $23,565iApproximate average salary by contribution assumption: employee only about $589,134 at 4% or $392,756 at 6%; with 50% employer match about $392,756 at 4% or $261,838 at 6%; with 100% employer match about $294,567 at 4% or $196,378 at 6%. |
| Invariant LLC Retirement Plan | - | 16 | $2,529,903 | $217,046 | $13,565iApproximate average salary by contribution assumption: employee only about $339,134 at 4% or $226,090 at 6%; with 50% employer match about $226,090 at 4% or $150,726 at 6%; with 100% employer match about $169,567 at 4% or $113,045 at 6%. |
| HEATHER PODESTA & PARTNERS, LLC CASH BALANCE PLAN | - | 12 | $906,213 | $160,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2014 | 2 | 16 | $3,528,382 | $448,127 | $28,008iApproximate average salary by contribution assumption: employee only about $700,198 at 4% or $466,799 at 6%; with 50% employer match about $466,799 at 4% or $311,199 at 6%; with 100% employer match about $350,099 at 4% or $233,399 at 6%. |
| Invariant LLC Retirement Plan | - | 16 | $2,782,998 | $335,967 | $20,998iApproximate average salary by contribution assumption: employee only about $524,948 at 4% or $349,966 at 6%; with 50% employer match about $349,966 at 4% or $233,310 at 6%; with 100% employer match about $262,474 at 4% or $174,983 at 6%. |
| HEATHER PODESTA PARTNERS, LLC CASH BALANCE PLAN | - | 12 | $745,384 | $112,160 | $9,347iApproximate average salary by contribution assumption: employee only about $233,667 at 4% or $155,778 at 6%; with 50% employer match about $155,778 at 4% or $103,852 at 6%; with 100% employer match about $116,833 at 4% or $77,889 at 6%. |
| 2013 | 2 | 11 | $2,920,126 | $436,040 | $39,640iApproximate average salary by contribution assumption: employee only about $991,000 at 4% or $660,667 at 6%; with 50% employer match about $660,667 at 4% or $440,444 at 6%; with 100% employer match about $495,500 at 4% or $330,333 at 6%. |
| Invariant LLC Retirement Plan | - | 11 | $2,305,695 | $346,040 | $31,458iApproximate average salary by contribution assumption: employee only about $786,455 at 4% or $524,303 at 6%; with 50% employer match about $524,303 at 4% or $349,535 at 6%; with 100% employer match about $393,227 at 4% or $262,152 at 6%. |
| HEATHER PODESTA PARTNERS, LLC CASH BALANCE PLAN | - | 10 | $614,431 | $90,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2012 | 2 | 13 | $2,051,332 | $388,383 | $29,876iApproximate average salary by contribution assumption: employee only about $746,890 at 4% or $497,927 at 6%; with 50% employer match about $497,927 at 4% or $331,951 at 6%; with 100% employer match about $373,445 at 4% or $248,963 at 6%. |
| Invariant LLC Retirement Plan | - | 13 | $1,567,099 | $287,857 | $22,143iApproximate average salary by contribution assumption: employee only about $553,571 at 4% or $369,047 at 6%; with 50% employer match about $369,047 at 4% or $246,032 at 6%; with 100% employer match about $276,786 at 4% or $184,524 at 6%. |
| HEATHER PODESTA PARTNERS, LLC CASH BALANCE PLAN | - | 10 | $484,233 | $100,526 | $10,053iApproximate average salary by contribution assumption: employee only about $251,315 at 4% or $167,543 at 6%; with 50% employer match about $167,543 at 4% or $111,696 at 6%; with 100% employer match about $125,658 at 4% or $83,772 at 6%. |
| 2011 | 2 | 10 | $1,507,818 | $443,110 | $44,311iApproximate average salary by contribution assumption: employee only about $1,107,775 at 4% or $738,517 at 6%; with 50% employer match about $738,517 at 4% or $492,344 at 6%; with 100% employer match about $553,888 at 4% or $369,258 at 6%. |
| Invariant LLC Retirement Plan | - | 10 | $1,108,148 | $235,724 | $23,572iApproximate average salary by contribution assumption: employee only about $589,310 at 4% or $392,873 at 6%; with 50% employer match about $392,873 at 4% or $261,916 at 6%; with 100% employer match about $294,655 at 4% or $196,437 at 6%. |
| HEATHER PODESTA PARTNERS, LLC CASH BALANCE PLAN | - | 8 | $399,670 | $207,386 | $25,923iApproximate average salary by contribution assumption: employee only about $648,081 at 4% or $432,054 at 6%; with 50% employer match about $432,054 at 4% or $288,036 at 6%; with 100% employer match about $324,041 at 4% or $216,027 at 6%. |
| 2010 | 2 | 9 | $1,124,177 | $369,504 | $41,056iApproximate average salary by contribution assumption: employee only about $1,026,400 at 4% or $684,267 at 6%; with 50% employer match about $684,267 at 4% or $456,178 at 6%; with 100% employer match about $513,200 at 4% or $342,133 at 6%. |
| Invariant LLC Retirement Plan | - | 9 | $931,377 | $253,584 | $28,176iApproximate average salary by contribution assumption: employee only about $704,400 at 4% or $469,600 at 6%; with 50% employer match about $469,600 at 4% or $313,067 at 6%; with 100% employer match about $352,200 at 4% or $234,800 at 6%. |
| HEATHER PODESTA PARTNERS, LLC CASH BALANCE PLAN | - | 9 | $192,800 | $115,920 | $12,880iApproximate average salary by contribution assumption: employee only about $322,000 at 4% or $214,667 at 6%; with 50% employer match about $214,667 at 4% or $143,111 at 6%; with 100% employer match about $161,000 at 4% or $107,333 at 6%. |
| 2009 | 2 | 9 | $653,875 | $302,620 | $33,624iApproximate average salary by contribution assumption: employee only about $840,611 at 4% or $560,407 at 6%; with 50% employer match about $560,407 at 4% or $373,605 at 6%; with 100% employer match about $420,306 at 4% or $280,204 at 6%. |
| Invariant LLC Retirement Plan | - | 9 | $584,735 | $233,480 | $25,942iApproximate average salary by contribution assumption: employee only about $648,556 at 4% or $432,370 at 6%; with 50% employer match about $432,370 at 4% or $288,247 at 6%; with 100% employer match about $324,278 at 4% or $216,185 at 6%. |
| HEATHER PODESTA PARTNERS, LLC CASH BALANCE PLAN | - | 8 | $69,140 | $69,140 | $8,643iApproximate average salary by contribution assumption: employee only about $216,063 at 4% or $144,042 at 6%; with 50% employer match about $144,042 at 4% or $96,028 at 6%; with 100% employer match about $108,031 at 4% or $72,021 at 6%. |
| 2008 | 1 | 6 | $230,831 | $211,104 | $35,184iApproximate average salary by contribution assumption: employee only about $879,600 at 4% or $586,400 at 6%; with 50% employer match about $586,400 at 4% or $390,933 at 6%; with 100% employer match about $439,800 at 4% or $293,200 at 6%. |
| Invariant LLC Retirement Plan | - | 6 | $230,831 | $211,104 | $35,184iApproximate average salary by contribution assumption: employee only about $879,600 at 4% or $586,400 at 6%; with 50% employer match about $586,400 at 4% or $390,933 at 6%; with 100% employer match about $439,800 at 4% or $293,200 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Invariant LLC Retirement Plan | - | 4 | - | - | - |