NAVICENT HEALTH 403(B) RETIREMENT SAVINGS PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
NAVICENT HEALTH, INC.
This Profit Sharing plan holds $430M in total assets and serves 6,281 participants as of 2022. It is sponsored by NAVICENT HEALTH, INC. in Georgia. The plan reported a net loss of $69M for the year.
What the Filing Says About NAVICENT HEALTH 403(B) RETIREMENT SAVINGS PLAN
NAVICENT HEALTH 403(B) RETIREMENT SAVINGS PLAN is a Profit Sharing retirement plan sponsored by NAVICENT HEALTH, INC., headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports $430M in total end-of-year assets and covers 6,281 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 582149127, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $499M at the beginning of 2022 to $430M at year-end — a decline of 13.9%. Net assets (after liabilities) closed the year at $430M, with reported net income of $-69,336,845 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $499M |
| Total Assets (End of Year) | $430M |
| Net Assets (End of Year) | $430M |
| Net Income | $-69,336,845 |
| Plan Type | Profit Sharing |
| Employer EIN | 582149127 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (NAVICENT HEALTH, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,538 | $709M |
| 2023 | 2 | 7,307 | $799M |
| 2024 | 2 | 7,376 | $853M |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN $17.2B · 510,511
- THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN $8.4B · 27,549
- AON SAVINGS PLAN $6.2B · 13,948
- WELLSTAR HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN $2.1B · 24,573
- NORTHSIDE HOSPITAL 403(B) RETIREMENT PLAN $1.5B · 26,208
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How much money is in the NAVICENT HEALTH 403(B) RETIREMENT SAVINGS PLAN? ▼
What type of plan is NAVICENT HEALTH 403(B) RETIREMENT SAVINGS PLAN? ▼
Who sponsors the NAVICENT HEALTH 403(B) RETIREMENT SAVINGS PLAN? ▼
How did NAVICENT HEALTH 403(B) RETIREMENT SAVINGS PLAN perform in 2022? ▼
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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 582149127.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.