401(k) · DOL Form 5500 · 2022

Navigant Credit Union 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
329
Participants Below avg headcount
86th
Percentile by assets National rank
$124,799
Avg per participant Near avg balance/head
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Official DOL plan name: Navigant Credit Union Thrift 401(k) Plan · Sponsored by Navigant Credit Union · Rhode Island · Finance & Insurance

$41M in assets, 329 participants

Navigant Credit Union's Navigant Credit Union Thrift 401(k) Plan reported $41M in total assets and 329 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,224 in Finance & Insurance (9,261 peers)

Coverage in Rhode Island

Navigant Credit Union Thrift 401(k) Plan covers 329 participants in Rhode Island, about 23% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $41M.

#7,224
in Finance & Insurance (9,261 peers)
-14.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Navigant Credit Union Thrift 401(k) Plan's outsized position by total assets

Navigant Credit Union Thrift 401(k) Plan vs every filed plan by assets

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

$41,058,963 Top 14% higher than 86% 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

Navigant Credit Union Thrift 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. Navigant Credit Union Thrift 401(k) Plan sits mid-pack in the medium band (329 participants).

Form 5500 schedule snapshot

Filing strip 050125860 · Navigant Credit Union PY 2022 · 401(k)

Navigant Credit Union Thrift 401(k) Plan · $41M · 329 · 86th

  • SCH $41M
  • SCH 329
  • SCH 86th
  • SCH 401(k)
  • SCH near Swva, Inc. Collective Bargaining Unit Retirement Plan
  • SCH ind #7224

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 Rhode Island →

Navigant Credit Union Thrift 401(k) Plan in the asset neighbourhood

Navigant Credit Union Thrift 401(k) PlanNavigant Credit Union Thrift…$41MSwva, Inc. Collective Bargaining Unit Retirement PlanSwva, Inc. Collective Bargai…$41MGray & Osborne, Inc. 401(k) Profit Sharing PlanGray & Osborne, Inc. 401(k) …$41MRiverbend Industries Inc. Employees 401(k) Retirement PlanRiverbend Industries Inc. Em…$41MRichardson Electronics, Ltd. Employees Profit Sharing Plan and Trust AgreementRichardson Electronics, Ltd.…$41M
End-of-year total assets ($M) among Navigant Credit Union Thrift 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$41M
Net Income-$7M
Employer EIN050125860
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navigant Credit Union)

Sponsor-wide plan assets over time

All Navigant Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$59M 0.8648592758699194% vs 2022
2024 filing year
$58M$60M$62M$64M$66M 202220232024 $59.2M $58.7M ▼ -0.9%
Year Plans Participants Total Assets
2022 2 436 $59M
2023 2 450 $64M
2024 1 378 $59M

Nearby 401(k) Plans in Rhode Island

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

Navigant Credit Union Thrift 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Navigant Credit Union Thrift 401(k) Plan, Total assets ($B): 0.041058963 · Participants: 329Navigant Credit Union Thrift 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Navigant Credit Union Thrift 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Navigant Credit Union Thrift 401(k) Plan side-by-side with 3 peers →

Navigant Credit Union Thrift 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Swva, Inc. Collective Bargaining Unit Retirement Plan in WV ($41M); by covered participants it is Anchor Industries, Inc. 401(k) Plan in IN (329 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (329 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 Navigant Credit Union Thrift 401(k) Plan assets move in 2022? ▼
Navigant Credit Union Thrift 401(k) Plan pulled back noticeably - down 14.2% during 2022, from $48M to $41M. Reported net income was -$7M.
How have Navigant Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navigant Credit Union's sponsor-wide assets declined 0.9%, from $59M to $59M.
Where does Navigant Credit Union Thrift 401(k) Plan rank by assets among Form 5500 filers? ▼
Navigant Credit Union Thrift 401(k) Plan ranks in the 86th 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 Navigant Credit Union Thrift 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swva, Inc. Collective Bargaining Unit Retirement Plan in WV ($41M, 504 participants).
Which 401(k) plans cover a similar participant headcount to Navigant Credit Union Thrift 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anchor Industries, Inc. 401(k) Plan in IN (329 participants, $15M 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 050125860.

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.