401(k) · DOL Form 5500 · 2023

Navex Global, Inc. 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
1,121
Participants Near avg headcount
90th
Percentile by assets National rank
$72,191
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Navex Global 401(k) Plan · Sponsored by Navex Global, Inc. · Oregon · Administrative & Support Services

$81M in assets, 1,121 participants

Navex Global, Inc.'s Navex Global 401(k) Plan reported $81M in total assets and 1,121 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,163 in Administrative & Support Services (4,372 peers)

Coverage in Oregon

Navex Global 401(k) Plan covers 1,121 participants in Oregon, 2.5x the typical Oregon plan (state average ~443 per filing). Assets: $81M.

#4,163
in Administrative & Support Services (4,372 peers)
+33.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Navex Global 401(k) Plan's outsized position by total assets

Navex Global 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$80,926,254 Top 10% higher than 90% of 127,068 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 2023

Navex Global 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Navex Global 401(k) Plan lands in the large band (1,121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Navex Global 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Navex Global 401(k) Plan end-of-year assets rose from $60M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • Navex Global 401(k) Plan reported participants rose from 1,054 in the plan year 2022 filing to 1,121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030513136 · Navex Global, Inc. PY 2023 · 401(k)

Navex Global 401(k) Plan · $81M · 1,121 · 90th

  • NET $81M
  • BOOK 1,121
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Netskope Retirement Savings Plan
  • EBSA ind #4163

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 Administrative & Support Services retirement plans → · Plans in Oregon →

Navex Global 401(k) Plan in the asset neighbourhood

Backoffice Associates, LLC Dba Syniti Profit Sharing PlanBackoffice Associates, LLC D…$81MNavex Global 401(k) Plan$81MNetskope Retirement Savings PlanNetskope Retirement Savings …$81MThe Pasha Group 401(k) Profit Sharing PlanThe Pasha Group 401(k) Profi…$81MNorth American Electric Reliability Corporation Savings and Investment PlanNorth American Electric Reli…$81M
End-of-year total assets ($M) among Navex Global 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$81M
Net Income$20M
Employer EIN030513136
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navex Global, Inc.)

Sponsor-wide plan assets over time

All Navex Global, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 56.800018626855774% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $60.5M $94.8M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 1,054 $60M
2023 1 1,121 $81M
2024 1 1,110 $95M

Nearby 401(k) Plans in Oregon

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

Navex Global 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Navex Global 401(k) Plan, Total assets ($B): 0.080926254 · Participants: 1121Navex Global 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Navex Global 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Navex Global 401(k) Plan side-by-side with 3 peers →

Navex Global 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Netskope Retirement Savings Plan in CA ($81M); by covered participants it is Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees in WI (1,121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,121 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Navex Global 401(k) Plan assets move in 2023? ▼
Navex Global 401(k) Plan surged - up 33.8% during 2023, from $60M to $81M. Reported net income was $20M.
How have Navex Global, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navex Global, Inc.'s sponsor-wide assets grew 56.8%, from $60M to $95M.
Where does Navex Global 401(k) Plan rank by assets among Form 5500 filers? ▼
Navex Global 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Navex Global 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Netskope Retirement Savings Plan in CA ($81M, 1,099 participants).
Which 401(k) plans cover a similar participant headcount to Navex Global 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees in WI (1,121 participants, $181M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030513136.

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.