Defined Benefit (Pension) · DOL Form 5500 · 2022

Navigant Credit Union Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
107
Participants Small participant base
76th
Percentile by assets National rank
$169,807
Avg per participant Above avg balance/head
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Official DOL plan name: Navigant Credit Union Defined Benefit Pension Plan and Trust · Sponsored by Navigant Credit Union · Rhode Island · Finance & Insurance

$18M in assets, 107 participants

Navigant Credit Union's Navigant Credit Union Defined Benefit Pension Plan and Trust reported $18M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,722 in Finance & Insurance (9,261 peers)

Coverage in Rhode Island

Navigant Credit Union Defined Benefit Pension Plan and Trust covers 107 participants in Rhode Island, about 7% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $18M.

#5,722
in Finance & Insurance (9,261 peers)
-22.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Navigant Credit Union Defined Benefit Pension Plan and Trust's outsized position by total assets

Navigant Credit Union Defined Benefit Pension Plan and Trust vs every filed plan by assets

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

$18,169,401 Top 24% higher than 76% 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 Defined Benefit Pension 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. Navigant Credit Union Defined Benefit Pension Plan and Trust sits mid-pack in the medium band (107 participants).

Plan-year Form 5500 strip

Filing strip 050125860 · Navigant Credit Union PY 2022 · Defined Benefit (Pension)

Navigant Credit Union Defined Benefit Pension Plan and Trust · $18M · 107 · 76th

  • ASSETS $18M
  • PCT 107
  • EIN 76th
  • RANK Defined Benefit (Pension)
  • PHOTO near Virginia Oncology Associates, P. C. Cash Balance Plan
  • IND ind #5722

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 Defined Benefit Pension Plan and Trust in the asset neighbourhood

Csc Outsourcing Inc Hourly Pension PlanCsc Outsourcing Inc Hourly P…$18MEmployees' Pension Plan of Modern Welding Company Inc.Employees' Pension Plan of M…$18MNavigant Credit Union Defined Benefit Pension Plan and TrustNavigant Credit Union Define…$18MVirginia Oncology Associates, P. C. Cash Balance PlanVirginia Oncology Associates…$18MBanco De La Nacion Argentina Retirement PlanBanco De La Nacion Argentina…$18M
End-of-year total assets ($M) among Navigant Credit Union Defined Benefit Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$18M
Net Income-$5M
Employer EIN050125860
Plan Effective Date1968-01-01
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 Defined Benefit (Pension) Plans in Rhode Island

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Navigant Credit Union Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Navigant Credit Union Defined Benefit Pension Plan and Trust, Total assets ($B): 0.018169401 · Participants: 107Navigant Credit Union Defined Benefit Pension Plan and TrustThe Bank of America Pension Plan, Total assets ($B): 18.835300915 · Participants: 59906The Bank of America Pension PlanTextron Master Retirement Plan, Total assets ($B): 4.972448304 · Participants: 7702Textron Master Retirement PlanFactory Mutual Insurance Company Pension Plan, Total assets ($B): 2.658220492 · Participants: 3598Factory Mutual Insurance Company Pension PlanBell Helicopter Textron Master Retirement Plan, Total assets ($B): 2.134460957 · Participants: 2995Bell Helicopter Textron Master Retirement PlanAmica Pension Fund, Total assets ($B): 1.727351006 · Participants: 2750Amica Pension Fund
Navigant Credit Union Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants
Compare Navigant Credit Union Defined Benefit Pension Plan and Trust side-by-side with 3 peers →

Navigant Credit Union Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Rhode Island, the nearest Defined Benefit (Pension) by assets is Virginia Oncology Associates, P. C. Cash Balance Plan in VA ($18M); by covered participants it is Farm Bureau Retirement Plan in IA (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Defined Benefit Pension Plan and Trust assets move in 2022? ▼
Navigant Credit Union Defined Benefit Pension Plan and Trust declined sharply - down 22.6% during 2022, from $23M to $18M. Reported net income was -$5M.
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 Defined Benefit Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Navigant Credit Union Defined Benefit Pension Plan and Trust ranks in the 76th 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 Defined Benefit (Pension) plans are similar in size to Navigant Credit Union Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Virginia Oncology Associates, P. C. Cash Balance Plan in VA ($18M, 134 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Navigant Credit Union Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Farm Bureau Retirement Plan in IA (107 participants, $43M 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.