Invesco Holding Company (us), Inc. 401(k) Plan: Login, Facts & Contact Information

Invesco Holding Company (us), Inc. 401(k) Plan Facts

Plan name
INVESCO 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
INVESCO HOLDING COMPANY (US), INC.
Participants
5,105 (3,148 active employees)
Former employees with a balance
1,780
Plan assets
$1,950,146,410 at Dec 31, 2024
Average account balance
$398,721 across 4,891 accounts
Employer contributions
$38,428,405 in plan year 2024 (39% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2000
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 17, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $97.9 million went into the plan in contributions, $38.4 million of it from the employer (39%).
  • $163.1 million was paid out to participants.
  • Investment and other income added $235.4 million.
  • Administrative expenses were $151,260, about $31 per account.

How the Invesco Holding Company (us), Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20193,836$1.18 billion$47.5 million$102.8 million
20204,982$1.36 billion$49.5 million$95.3 million
20214,901$1.88 billion$47.1 million$150.7 million
20225,112$1.57 billion$49.1 million$106.0 million
20235,200$1.78 billion$34.3 million$126.2 million
20245,105$1.95 billion$38.4 million$163.1 million

Invesco Holding Company (us), Inc. 401(k) Contact Information

Phone
404-479-1095
Mailing address
1331 SPRING STREET NW SUITE 2500, ATLANTA GA 30309
Plan sponsor
INVESCO HOLDING COMPANY (US), INC.
Employer identification number (EIN)
58-2287224
Plan number
010

Questions about the Invesco Holding Company (us), Inc. 401(k)

Does Invesco Holding Company (us), Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $38.4 million, 39% of all contributions.

Does the Invesco Holding Company (us), Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Invesco Holding Company (us), Inc 401(k) plan?

5,105 participants at the start of plan year 2024, 3,148 of them active employees, and 1,780 former employees who still had money in the plan.

What is the average 401(k) balance at Invesco Holding Company (us), Inc?

About $398,721 per account: $1.95 billion in plan assets across 4,891 accounts with a balance at the end of plan year 2024.

Who manages the Invesco Holding Company (us), Inc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Invesco Holding Company (us), Inc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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