401(k) · DOL Form 5500 · 2022

Naviga Inc. 401(k) Plan

Data updated 2026-08-11

$44M
Total assets
162
Participants
87th
Percentile by assets
$272,795
Avg per participant
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Official DOL plan name: Naviga Inc. 401(k) Plan · Sponsored by Naviga Inc. · Minnesota · Professional & Technical Services

$44M in assets, 162 participants

Naviga Inc.'s Naviga Inc. 401(k) Plan reported $44M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 139,126 plans)
  • #18,945 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Naviga Inc. 401(k) Plan covers 162 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $44M.

$44M
total plan assets (2022 EOY)
162
covered participants
87th
percentile by assets (of 139,126 plans)
$272,795
avg assets per participant

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Naviga Inc. 401(k) Plan sits by total assets

Naviga Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$44,192,754 Top 13% higher than 87% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Minnesota
Industry
Professional & Technical Services

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Naviga Inc. 401(k) Plan reports 162 participants - about 14% of that state average ($44M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$44M
Net Income-$14M
Employer EIN204137909
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Naviga Inc.)

$42M$44M$46M$48M$50M$52M 202220232024 $44.2M $50M ▲ +13.2%
Total plan assets by year, all Naviga Inc. plans on file
Year Plans Participants Total Assets
2022 1 162 $44M
2023 1 143 $45M
2024 1 130 $50M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Naviga Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Naviga Inc. 401(k) P…, Total assets ($B): 0.044192754 · Participants: 162Naviga Inc. 401(k) P…Unitedhealth Group 4…, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 4…Medtronic Savings an…, Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings an…Target Corporation 4…, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 4…3M Voluntary Investm…, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investm…U.S. Bank 401(k) Sav…, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Sav…
Naviga Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Naviga Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Naviga Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Naviga Inc. 401(k) Plan assets move in 2022? ▼
Naviga Inc. 401(k) Plan declined sharply - down 18.6% during 2022, from $54M to $44M. Reported net income was -$14M.
How have Naviga Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Naviga Inc.'s sponsor-wide assets grew 13.2%, from $44M to $50M.
Where does Naviga Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Naviga Inc. 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Naviga Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Headwater Companies, LLC 401(k) Plan in IN ($44M, 868 participants).

Next read for Naviga Inc. 401(k) Plan

Filing takeaways

Ways to act on Naviga Inc. 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 204137909.

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.