401(k) · DOL Form 5500 · 2022

Navigate360, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
176
Participants Small participant base
40th
Percentile by assets National rank
$16,568
Avg per participant Low balance/head
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Official DOL plan name: Navigate360, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Navigate360, LLC · Ohio · Other Services

$3M in assets, 176 participants

Navigate360, LLC's Navigate360, LLC 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 176 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #5,169 in Other Services (8,398 peers)

Coverage in Ohio

Navigate360, LLC 401(k) Profit Sharing Plan and Trust covers 176 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#5,169
in Other Services (8,398 peers)
+22.2%
assets growth YoY

Navigate360, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers

Navigate360, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,916,054 40th percentile higher than 40% 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

Navigate360, LLC 401(k) Profit Sharing Plan and Trust 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. Navigate360, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (176 participants).

Published 5500 schedule card

Filing strip 462392448 · Navigate360, LLC PY 2022 · 401(k)

Navigate360, LLC 401(k) Profit Sharing Plan and Trust · $3M · 176 · 40th

  • RANK $3M
  • PHOTO 176
  • IND 40th
  • EOY 401(k)
  • 5500 near American Communications Solutions, LLC 401(k) Plan
  • ASSETS ind #5169

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 Other Services retirement plans → · Plans in Ohio →

Navigate360, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Navigate360, LLC 401(k) Profit Sharing Plan and TrustNavigate360, LLC 401(k) Prof…$3MAmerican Communications Solutions, LLC 401(k) PlanAmerican Communications Solu…$3MDbspectra Inc 401(k) Profit Sharing Plan & TrustDbspectra Inc 401(k) Profit …$3MGoodwill of Central Alabama Federal Contract Employee's PlanGoodwill of Central Alabama …$3MWestport Properties, Inc. 401(k) PlanWestport Properties, Inc. 40…$3M
End-of-year total assets ($M) among Navigate360, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$530K
Employer EIN462392448
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navigate360, LLC)

Sponsor-wide plan assets over time

All Navigate360, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$1M$2M$3M$4M 20222023 $2.92M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 176 $3M
2023 1 245 N/A

Nearby 401(k) Plans in Ohio

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

Navigate360, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Navigate360, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002916054 · Participants: 176Navigate360, LLC 401(k) Profit Sharing Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Navigate360, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Navigate360, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Navigate360, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is American Communications Solutions, LLC 401(k) Plan in VA ($3M); by covered participants it is Spin-Off Termination Plan for Arranta Bio Ma, LLC in MA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Navigate360, LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Navigate360, LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 22.2% during 2022, from $2M to $3M. Reported net income was $530K.
Which 401(k) plans are similar in size to Navigate360, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is American Communications Solutions, LLC 401(k) Plan in VA ($3M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Navigate360, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Spin-Off Termination Plan for Arranta Bio Ma, LLC in MA (176 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 462392448.

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.