401(k) · DOL Form 5500 · 2022

Naviga Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
162
Participants Small participant base
87th
Percentile by assets National rank
$272,795
Avg per participant High balance/head
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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.

  • #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.

#18,945
in Professional & Technical Services (21,562 peers)
-18.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Naviga Inc. 401(k) Plan's outsized position 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 $2,050,000,000 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

Naviga Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Naviga Inc. 401(k) Plan sits mid-pack in the medium band (162 participants).

Plan-year Form 5500 strip

Filing strip 204137909 · Naviga Inc. PY 2022 · 401(k)

Naviga Inc. 401(k) Plan · $44M · 162 · 87th

  • BOY $44M
  • BOY 162
  • BOY 87th
  • BOY 401(k)
  • BOY near Headwater Companies, LLC 401(k) Plan
  • BOY ind #18945

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Naviga Inc. 401(k) Plan in the asset neighbourhood

Jeff Wyler Automotive Family, Inc. Retirement Savings Plan and TrustJeff Wyler Automotive Family…$44MNaviga Inc. 401(k) Plan$44MHeadwater Companies, LLC 401(k) PlanHeadwater Companies, LLC 401…$44MHarbor Foods Group Inc. 401(k) PlanHarbor Foods Group Inc. 401(…$44MIndependent Administrative Services, L.L.C. 401(k) PlanIndependent Administrative S…$44M
End-of-year total assets ($M) among Naviga Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Naviga Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 13.158704705300783% vs 2022
2024 filing year
$42M$44M$46M$48M$50M$52M 202220232024 $44.2M $50M ▲ +13.2%
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 ($B) Participants Naviga Inc. 401(k) Plan, Total assets ($B): 0.044192754 · Participants: 162Naviga Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
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 →

Naviga Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Headwater Companies, LLC 401(k) Plan in IN ($44M); by covered participants it is News Communications Inc. 401(k) in TX (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Naviga Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is News Communications Inc. 401(k) in TX (162 participants, N/A in assets).

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.