401(k) · DOL Form 5500 · 2022

Navigant Credit Union 401(k) Plan

Data updated 2026-08-11

$41M
Total assets
329
Participants
86th
Percentile by assets
$124,799
Avg per participant
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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.

  • 86th percentile by assets (of 139,126 plans)
  • #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.

$41M
total plan assets (2022 EOY)
329
covered participants
86th
percentile by assets (of 139,126 plans)
$124,799
avg assets per participant

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.

Where Navigant Credit Union Thrift 401(k) Plan sits 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 $2,010,000,000 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

Participants vs Rhode Island filers

In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Navigant Credit Union Thrift 401(k) Plan reports 329 participants - about 23% of that state average ($41M EOY assets).

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)

$58M$60M$62M$64M$66M 202220232024 $59.2M $58.7M ▼ -0.9%
Total plan assets by year, all Navigant Credit Union plans on file
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 ($B) Participants Navigant Credit Unio…, Total assets ($B): 0.041058963 · Participants: 329Navigant Credit Unio…CVS Health Future Fu…, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fu…Textron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savin…, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savin…Unfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Sav…, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Sav…
Navigant Credit Union Thrift 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Navigant Credit Union Thrift 401(k) Plan by total assets, not by location.

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).

Next read for Navigant Credit Union Thrift 401(k) Plan

Filing takeaways

Ways to act on Navigant Credit Union Thrift 401(k) Plan's numbers.