Other · DOL Form 5500 · 2022
The Navigators Retirement Plan
Data updated 2026-08-25
- $131M
- Total assets Near avg plan size
- 1,417
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $92,788
- Avg per participant Below avg balance/head
Official DOL plan name: The Navigators Basic Retirement Plan · Sponsored by The Navigators · Colorado · Other Services
$131M in assets, 1,417 participants
The Navigators's The Navigators Basic Retirement Plan reported $131M in total assets and 1,417 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #8,240 in Other Services (8,398 peers)
Coverage in Colorado
The Navigators Basic Retirement Plan covers 1,417 participants in Colorado, 3.8x the typical Colorado plan (state average ~376 per filing). Assets: $131M.
- #8,240
- in Other Services (8,398 peers)
- +9.1%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
The Navigators Basic Retirement Plan's outsized position by total assets
The Navigators Basic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$131,480,163 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Navigators Basic Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Navigators Basic Retirement Plan lands in the large band (1,417 participants).
Published 5500 schedule card
Filing strip 846007896 · The Navigators PY 2022 · Other
The Navigators Basic Retirement Plan · $131M · 1,417 · 94th
- TYPE $131M
- NET 1,417
- BOOK 94th
- VS-ST Other
- BOY near Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan
- SCH ind #8240
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 Other Services retirement plans → · Plans in Colorado →
The Navigators Basic Retirement Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | $11M |
| Employer EIN | 846007896 |
| Plan Effective Date | 1994-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Navigators)
Sponsor-wide plan assets over time
All The Navigators plans reported in each filing year
- Latest sponsor-wide plan assets
- $279M 32.13813788562181% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,113 | $211M |
| 2023 | 2 | 3,174 | $252M |
| 2024 | 2 | 3,350 | $279M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.0B · 1,300
- Children's Hospital Colorado 403(b) Plan $748M · 7,995
- University of Denver Retirement Plan $744M · 2,470
- Nrel 403(b) Employee Savings Plan $422M · 2,577
- Colorado College Retirement Benefit Plan $319M · 785
The Navigators Basic Retirement Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan in HI ($132M); by covered participants it is Seneca Family of Agencies 403(b) Retirement Plan in CA (1,416 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($131M here).
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan (HI) $132M · 900
- Retirement Plan for Employees of Pikeville Medical Center, Inc. (KY) $131M · 2,921
- Suburban Hospital, Inc. 403(b) Savings Plan (MD) $131M · 1,877
- Inova Health System 403(b) Plan (VA) $131M · 17,563
Similar participant headcount
Nearest other-state filings by covered participants (1,417 participants); asset peers above are excluded.
- Seneca Family of Agencies 403(b) Retirement Plan (CA) 1,416 · 1 off
- The Eaton Puerto Rico Retirement Savings Plan (PR) 1,415 · 2 off
- Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(b) (IL) 1,419 · 2 off
- Easterseals Midwest 403(b) Plan (MO) 1,415 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.