401(k) · DOL Form 5500 · 2022

Navex Global, Inc. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
1,054
Participants Near avg headcount
89th
Percentile by assets National rank
$57,374
Avg per participant Low balance/head
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Official DOL plan name: Navex Global 401(k) Plan · Sponsored by Navex Global, Inc. · Oregon · Administrative & Support Services

$60M in assets, 1,054 participants

Navex Global, Inc.'s Navex Global 401(k) Plan reported $60M in total assets and 1,054 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,701 in Administrative & Support Services (4,927 peers)

Coverage in Oregon

Navex Global 401(k) Plan covers 1,054 participants in Oregon, 2.4x the typical Oregon plan (state average ~443 per filing). Assets: $60M.

#4,701
in Administrative & Support Services (4,927 peers)
-8.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Navex Global 401(k) Plan's outsized position by total assets

Navex Global 401(k) Plan vs every filed plan by assets

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

$60,471,827 Top 11% higher than 89% 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

Navex Global 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Navex Global 401(k) Plan lands in the large band (1,054 participants).

EBSA filing schedule strip

Filing strip 030513136 · Navex Global, Inc. PY 2022 · 401(k)

Navex Global 401(k) Plan · $60M · 1,054 · 89th

  • EOY $60M
  • 5500 1,054
  • ASSETS 89th
  • PCT 401(k)
  • EIN near P. Kaufmann Employees' 401(k) Profit-Sharing Trust
  • RANK ind #4701

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 Administrative & Support Services retirement plans → · Plans in Oregon →

Navex Global 401(k) Plan in the asset neighbourhood

Deutsch Family Wine & Spirits 401(k) Savings PlanDeutsch Family Wine & Spirit…$60MCrutchfield Corporation Profit Sharing PlanCrutchfield Corporation Prof…$60MKeller Rohrback LLP 401(k) Profit Sharing PlanKeller Rohrback LLP 401(k) P…$60MNavex Global 401(k) Plan$60MP. Kaufmann Employees' 401(k) Profit-Sharing TrustP. Kaufmann Employees' 401(k…$60M
End-of-year total assets ($M) among Navex Global 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$60M
Net Income-$6M
Employer EIN030513136
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navex Global, Inc.)

Sponsor-wide plan assets over time

All Navex Global, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 56.800018626855774% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $60.5M $94.8M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 1,054 $60M
2023 1 1,121 $81M
2024 1 1,110 $95M

Nearby 401(k) Plans in Oregon

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

Navex Global 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Navex Global 401(k) Plan, Total assets ($B): 0.060471827 · Participants: 1054Navex Global 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Navex Global 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Navex Global 401(k) Plan side-by-side with 3 peers →

Navex Global 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is P. Kaufmann Employees' 401(k) Profit-Sharing Trust in NY ($60M); by covered participants it is Nsf International 401(k) Plan in MI (1,054 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,054 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 Navex Global 401(k) Plan assets move in 2022? ▼
Navex Global 401(k) Plan pulled back noticeably - down 8.8% during 2022, from $66M to $60M. Reported net income was -$6M.
How have Navex Global, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navex Global, Inc.'s sponsor-wide assets grew 56.8%, from $60M to $95M.
Where does Navex Global 401(k) Plan rank by assets among Form 5500 filers? ▼
Navex Global 401(k) Plan ranks in the 89th 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 Navex Global 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is P. Kaufmann Employees' 401(k) Profit-Sharing Trust in NY ($60M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Navex Global 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nsf International 401(k) Plan in MI (1,054 participants, $127M 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 030513136.

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.