401(k) · DOL Form 5500 · 2023

Naviga Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
143
Participants Small participant base
85th
Percentile by assets National rank
$318,123
Avg per participant High balance/head
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Official DOL plan name: Naviga Inc. 401(k) Plan · Sponsored by Naviga Inc. · Minnesota · Professional & Technical Services

$45M in assets, 143 participants

Naviga Inc.'s Naviga Inc. 401(k) Plan reported $45M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,375 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Naviga Inc. 401(k) Plan covers 143 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $45M.

#17,375
in Professional & Technical Services (20,321 peers)
+2.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Naviga Inc. 401(k) Plan's outsized position by total assets

Naviga Inc. 401(k) Plan vs every filed plan by assets

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

$45,491,586 Top 15% higher than 85% 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

Naviga Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Naviga Inc. 401(k) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Naviga Inc. 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Naviga Inc. 401(k) Plan reported participants fell from 162 in the plan year 2022 filing to 143 in the plan year 2023 filing.
  • Naviga Inc. 401(k) Plan end-of-year assets rose from $44M in the plan year 2022 filing to $45M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 204137909 · Naviga Inc. PY 2023 · 401(k)

Naviga Inc. 401(k) Plan · $45M · 143 · 85th

  • SCH $45M
  • SCH 143
  • SCH 85th
  • SCH 401(k)
  • SCH near Planet Labs, Inc. 401(k) Plan
  • SCH ind #17375

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Naviga Inc. 401(k) Plan in the asset neighbourhood

Simplifi 401(k) Profit Sharing PlanSimplifi 401(k) Profit Shari…$45MNaviga Inc. 401(k) Plan$45MPlanet Labs, Inc. 401(k) Plan$45MProvost & Pritchard, Inc. 401(k) Profit Sharing PlanProvost & Pritchard, Inc. 40…$45MSms Retirement Savings Plan$45M
End-of-year total assets ($M) among Naviga Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$45M
Net Income$1M
Employer EIN204137909
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Naviga Inc.)

Sponsor-wide plan assets over time

All Naviga Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 13.158704705300783% vs 2022
2024 filing year
$42M$44M$46M$48M$50M$52M 202220232024 $44.2M $50M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 162 $44M
2023 1 143 $45M
2024 1 130 $50M

Nearby 401(k) Plans in Minnesota

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

Naviga Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Naviga Inc. 401(k) Plan, Total assets ($B): 0.045491586 · Participants: 143Naviga Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Naviga Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Naviga Inc. 401(k) Plan side-by-side with 3 peers →

Naviga Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Planet Labs, Inc. 401(k) Plan in CA ($45M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Naviga Inc. 401(k) Plan assets move in 2023? ▼
Naviga Inc. 401(k) Plan edged up modestly - up 2.9% during 2023, from $44M to $45M. Reported net income was $1M.
How have Naviga Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Naviga Inc.'s sponsor-wide assets grew 13.2%, from $44M to $50M.
Where does Naviga Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Naviga Inc. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Naviga Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Planet Labs, Inc. 401(k) Plan in CA ($45M, 628 participants).
Which 401(k) plans cover a similar participant headcount to Naviga Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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 204137909.

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.