Other · DOL Form 5500 · 2022

Navigator Credit Union Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
143
Participants Small participant base
59th
Percentile by assets National rank
$53,474
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Navigator Credit Union · Sponsored by Navigator Credit Union · Mississippi · Finance & Insurance

$8M in assets, 143 participants

Navigator Credit Union's 401(k) Profit Sharing Plan for Employees of Navigator Credit Union reported $8M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,956 in Finance & Insurance (9,261 peers)

Coverage in Mississippi

401(k) Profit Sharing Plan for Employees of Navigator Credit Union covers 143 participants in Mississippi, about 39% of the average Mississippi filer (state average ~366 per filing). Assets: $8M.

#3,956
in Finance & Insurance (9,261 peers)
-18.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k) Profit Sharing Plan for Employees of Navigator Credit Union's mid-pack asset rank among Finance & Insurance and all filers

401(k) Profit Sharing Plan for Employees of Navigator Credit Union vs every filed plan by assets

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

$7,646,845 Top 41% higher than 59% 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

401(k) Profit Sharing Plan for Employees of Navigator Credit Union 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. 401(k) Profit Sharing Plan for Employees of Navigator Credit Union sits mid-pack in the medium band (143 participants).

Form 5500 schedule snapshot

Filing strip 640179401 · Navigator Credit Union PY 2022 · Other

401(k) Profit Sharing Plan for Employees of Navigator Credit Union · $8M · 143 · 59th

  • EIN $8M
  • RANK 143
  • PHOTO 59th
  • IND Other
  • EOY near Blueprints Retirement Plan
  • 5500 ind #3956

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 Finance & Insurance retirement plans → · Plans in Mississippi →

401(k) Profit Sharing Plan for Employees of Navigator Credit Union in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Navigator Credit Union401(k) Profit Sharing Plan f…$8MBlueprints Retirement Plan$8M403(b) Thrift Plan of Services to Enhance Potential403(b) Thrift Plan of Servic…$8MLifesouth Community Blood Centers, Inc. 403(b) PlanLifesouth Community Blood Ce…$8MPleasant View Retirement Community 403(b) PlanPleasant View Retirement Com…$8M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Navigator Credit Union and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN640179401
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navigator Credit Union)

Sponsor-wide plan assets over time

All Navigator Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$8M 1.0411221883011883% vs 2022
2023 filing year
$7.55M$7.6M$7.65M$7.7M 20222023 $7.65M $7.57M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 143 $8M
2023 2 324 $8M

Nearby Other Plans in Mississippi

Peer Other plans, same state, same plan type, ranked by total assets.

401(k) Profit Sharing Plan for Employees of Navigator Credit Union vs. nearby Other plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants 401(k) Profit Sharing Plan for Employees of Navigator Credit Union, Total assets ($M): 7.646845 · Participants: 143401(k) Profit Sharing Plan for Employees of Navigator Credit UnionNorth Mississippi Health Services 403(b) Plan, Total assets ($M): 340.09792 · Participants: 7169North Mississippi Health Services 403(b) PlanMississippi Methodist Hospital and Rehabilitation Center Retirement Plan, Total assets ($M): 46.925614 · Participants: 711Mississippi Methodist Hospital and Rehabilitation Center Retirement PlanKing's Daughters Medical Center Retirement Plan, Total assets ($M): 36.51949 · Participants: 702King's Daughters Medical Center Retirement PlanAnderson Regional Medical Center 403(b) Plan, Total assets ($M): 28.87092 · Participants: 1475Anderson Regional Medical Center 403(b) PlanMadison Ridgeland Academy 403(b) DC Plan, Total assets ($M): 11.196619 · Participants: 206Madison Ridgeland Academy 403(b) DC Plan
401(k) Profit Sharing Plan for Employees of Navigator Credit Union vs. nearby Other plans in Mississippi, assets vs. participants
Compare 401(k) Profit Sharing Plan for Employees of Navigator Credit Union side-by-side with 3 peers →

401(k) Profit Sharing Plan for Employees of Navigator Credit Union's out-of-state Other peers by assets and headcount

Outside Mississippi, the nearest Other by assets is Blueprints Retirement Plan in PA ($8M); by covered participants it is The Arc of Cape May County, Inc. 403(b) Plan in NJ (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 401(k) Profit Sharing Plan for Employees of Navigator Credit Union assets move in 2022? ▼
401(k) Profit Sharing Plan for Employees of Navigator Credit Union declined sharply - down 18.0% during 2022, from $9M to $8M. Reported net income was -$2M.
How have Navigator Credit Union plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Navigator Credit Union's sponsor-wide assets declined 1.0%, from $8M to $8M.
Which Other plans are similar in size to 401(k) Profit Sharing Plan for Employees of Navigator Credit Union? ▼
Among Other plans in other states, the closest by assets is Blueprints Retirement Plan in PA ($8M, 327 participants).
Which Other plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Navigator Credit Union? ▼
Among Other plans in other states, the closest by covered participants is The Arc of Cape May County, Inc. 403(b) Plan in NJ (143 participants, $3M 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 640179401.

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.