401(k) · DOL Form 5500 · 2023

Navan, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
1,203
Participants Near avg headcount
84th
Percentile by assets National rank
$37,532
Avg per participant Low balance/head
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Official DOL plan name: Navan 401(k) Savings Plan · Sponsored by Navan, Inc. · California · Professional & Technical Services

$45M in assets, 1,203 participants

Navan, Inc.'s Navan 401(k) Savings Plan reported $45M in total assets and 1,203 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,353 in Professional & Technical Services (20,321 peers)

Where Navan 401(k) Savings Plan sits by assets

Navan 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $45M for 1,203 participants (~$37,532/participant), up 63.7% in 2023.

#17,353
in Professional & Technical Services (20,321 peers)
+63.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Navan 401(k) Savings Plan's outsized position by total assets

Navan 401(k) Savings Plan vs every filed plan by assets

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

$45,150,679 Top 16% higher than 84% 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

Navan 401(k) Savings 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. Navan 401(k) Savings Plan lands in the large band (1,203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Navan 401(k) Savings Plan reported net income rose from $7M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Navan 401(k) Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Navan 401(k) Savings Plan reported participants rose from 879 in the plan year 2022 filing to 1,203 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 473424780 · Navan, Inc. PY 2023 · 401(k)

Navan 401(k) Savings Plan · $45M · 1,203 · 84th

  • ASSETS $45M
  • PCT 1,203
  • EIN 84th
  • RANK 401(k)
  • PHOTO near Aureon Retirement Savings Plan
  • IND ind #17353

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 California →

Navan 401(k) Savings Plan in the asset neighbourhood

Riverview 401(k) Plan$45MNavan 401(k) Savings Plan$45MAureon Retirement Savings PlanAureon Retirement Savings Pl…$45MSturm Financial Group 401(k) Profit Sharing PlanSturm Financial Group 401(k)…$45MCt Management, Inc. Retirement Savings PlanCt Management, Inc. Retireme…$45M
End-of-year total assets ($M) among Navan 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$45M
Net Income$18M
Employer EIN473424780
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navan, Inc.)

Sponsor-wide plan assets over time

All Navan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 112.77199194963312% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $27.6M $58.7M ▲ +112.8%
Year Plans Participants Total Assets
2022 1 879 $28M
2023 1 1,203 $45M
2024 1 1,106 $59M

Nearby 401(k) Plans in California

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

Navan 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Navan 401(k) Savings Plan, Total assets ($B): 0.045150679 · Participants: 1203Navan 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Navan 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Navan 401(k) Savings Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Aureon Retirement Savings Plan in IA ($45M); by covered participants it is Acorn Health 401(k) Plan in FL (1,203 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 (1,203 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 Navan 401(k) Savings Plan assets move in 2023? ▼
Navan 401(k) Savings Plan surged - up 63.7% during 2023, from $28M to $45M. Reported net income was $18M.
How have Navan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navan, Inc.'s sponsor-wide assets grew 112.8%, from $28M to $59M.
Where does Navan 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Navan 401(k) Savings Plan ranks in the 84th 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 Navan 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aureon Retirement Savings Plan in IA ($45M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Navan 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acorn Health 401(k) Plan in FL (1,203 participants, N/A 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 473424780.

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.