Other · DOL Form 5500 · 2023

The Navigators Retirement Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
1,554
Participants Near avg headcount
91st
Percentile by assets National rank
$65,978
Avg per participant Below avg balance/head
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Official DOL plan name: Navigators 403(b) Supplemental Retirement Plan · Sponsored by The Navigators · Colorado · Other Services

$103M in assets, 1,554 participants

The Navigators's Navigators 403(b) Supplemental Retirement Plan reported $103M in total assets and 1,554 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,619 in Other Services (7,857 peers)

Coverage in Colorado

Navigators 403(b) Supplemental Retirement Plan covers 1,554 participants in Colorado, 4.1x the typical Colorado plan (state average ~376 per filing). Assets: $103M.

#7,619
in Other Services (7,857 peers)
+28.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Navigators 403(b) Supplemental Retirement Plan's outsized position by total assets

Navigators 403(b) Supplemental Retirement Plan vs every filed plan by assets

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

$102,529,333 Top 9% higher than 91% 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

Navigators 403(b) Supplemental Retirement 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. Navigators 403(b) Supplemental Retirement Plan lands in the large band (1,554 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Navigators 403(b) Supplemental Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Navigators 403(b) Supplemental Retirement Plan end-of-year assets rose from $80M in the plan year 2022 filing to $103M in the plan year 2023 filing.
  • Navigators 403(b) Supplemental Retirement Plan reported participants fell from 1,696 in the plan year 2022 filing to 1,554 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 846007896 · The Navigators PY 2023 · Other

Navigators 403(b) Supplemental Retirement Plan · $103M · 1,554 · 91st

  • SCH $103M
  • SCH 1,554
  • SCH 91st
  • SCH Other
  • SCH near Katherine Shaw Bethea Hospital Retirement Savings Plan
  • SCH ind #7619

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 →

Navigators 403(b) Supplemental Retirement Plan in the asset neighbourhood

Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(b)Morris Hospital & Healthcare…$103MAugustana College Retirement PlanAugustana College Retirement…$103MTexas Scottish Rite Hospital for Children Defined Contribution Retirement PlanTexas Scottish Rite Hospital…$103MNavigators 403(b) Supplemental Retirement PlanNavigators 403(b) Supplement…$103MKatherine Shaw Bethea Hospital Retirement Savings PlanKatherine Shaw Bethea Hospit…$102M
End-of-year total assets ($M) among Navigators 403(b) Supplemental Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$103M
Net Income$23M
Employer EIN846007896
Plan Effective Date1992-01-01
Filing StatusFILING 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
$200M$250M$300M 202220232024 $211M $279M ▲ +32.1%
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.

Navigators 403(b) Supplemental Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.5 Total assets ($B) Participants Navigators 403(b) Supplemental Retirement Plan, Total assets ($B): 0.102529333 · Participants: 1554Navigators 403(b) Supplemental Retirement PlanUcar Retirement Plan, Total assets ($B): 1.145684593 · Participants: 1444Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.898290586 · Participants: 8617Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.848101064 · Participants: 7241University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.525431207 · Participants: 2877Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.3525072 · Participants: 707Colorado College Retirement Benefit Plan
Navigators 403(b) Supplemental Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Navigators 403(b) Supplemental Retirement Plan side-by-side with 3 peers →

Navigators 403(b) Supplemental Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Katherine Shaw Bethea Hospital Retirement Savings Plan in IL ($102M); by covered participants it is Maryville University 403(b) Savings Plan in MO (1,559 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,554 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 Navigators 403(b) Supplemental Retirement Plan assets move in 2023? ▼
Navigators 403(b) Supplemental Retirement Plan grew sharply - up 28.4% during 2023, from $80M to $103M. Reported net income was $23M.
How have The Navigators plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Navigators's sponsor-wide assets grew 32.1%, from $211M to $279M.
Where does Navigators 403(b) Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
Navigators 403(b) Supplemental Retirement Plan ranks in the 91st 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 Other plans are similar in size to Navigators 403(b) Supplemental Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Katherine Shaw Bethea Hospital Retirement Savings Plan in IL ($102M, 918 participants).
Which Other plans cover a similar participant headcount to Navigators 403(b) Supplemental Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Maryville University 403(b) Savings Plan in MO (1,559 participants, $115M 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 846007896.

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.