401(k) · DOL Form 5500 · 2023

Navy Mutual Aid Association 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
120
Participants Small participant base
68th
Percentile by assets National rank
$131,103
Avg per participant Near avg balance/head
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Official DOL plan name: Navy Mutual Aid Association Employee's 401(k) Plan · Sponsored by Navy Mutual Aid Association · Virginia · Finance & Insurance

$16M in assets, 120 participants

Navy Mutual Aid Association's Navy Mutual Aid Association Employee's 401(k) Plan reported $16M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,748 in Finance & Insurance (8,869 peers)

Coverage in Virginia

Navy Mutual Aid Association Employee's 401(k) Plan covers 120 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $16M.

#4,748
in Finance & Insurance (8,869 peers)
+13.7%
assets growth YoY

Navy Mutual Aid Association Employee's 401(k) Plan's outsized position by total assets

Navy Mutual Aid Association Employee's 401(k) Plan vs every filed plan by assets

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

$15,732,413 Top 32% higher than 68% 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

Navy Mutual Aid Association Employee's 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. Navy Mutual Aid Association Employee's 401(k) Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Navy Mutual Aid Association Employee's 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Navy Mutual Aid Association Employee's 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Navy Mutual Aid Association Employee's 401(k) Plan reported participants rose from 113 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 530116720 · Navy Mutual Aid Association PY 2023 · 401(k)

Navy Mutual Aid Association Employee's 401(k) Plan · $16M · 120 · 68th

  • PART $16M
  • TYPE 120
  • NET 68th
  • BOOK 401(k)
  • VS-ST near Dfm Employees Retirement & 401(k) Plan
  • BOY ind #4748

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 Finance & Insurance retirement plans → · Plans in Virginia →

Navy Mutual Aid Association Employee's 401(k) Plan in the asset neighbourhood

Navy Mutual Aid Association Employee's 401(k) PlanNavy Mutual Aid Association …$16MDfm Employees Retirement & 401(k) PlanDfm Employees Retirement & 4…$16MAduro Advisors, LLC 401(k) PlanAduro Advisors, LLC 401(k) P…$16MAtlas Medstaff 401(k) and Ps PlanAtlas Medstaff 401(k) and Ps…$16MCommunity Change Retirement PlanCommunity Change Retirement …$16M
End-of-year total assets ($M) among Navy Mutual Aid Association Employee's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN530116720
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navy Mutual Aid Association)

Sponsor-wide plan assets over time

All Navy Mutual Aid Association plans reported in each filing year

Latest sponsor-wide plan assets
$49M 14.95208027782028% vs 2022
2024 filing year
$40M$42M$44M$46M$48M$50M 202220232024 $42.5M $48.8M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 160 $42M
2023 2 160 $45M
2024 2 160 $49M

Nearby 401(k) Plans in Virginia

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

Navy Mutual Aid Association Employee's 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Navy Mutual Aid Association Employee's 401(k) Plan, Total assets ($B): 0.015732413 · Participants: 120Navy Mutual Aid Association Employee's 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Navy Mutual Aid Association Employee's 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Navy Mutual Aid Association Employee's 401(k) Plan side-by-side with 3 peers →

Navy Mutual Aid Association Employee's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Dfm Employees Retirement & 401(k) Plan in MO ($16M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Navy Mutual Aid Association Employee's 401(k) Plan assets move in 2023? ▼
Navy Mutual Aid Association Employee's 401(k) Plan grew at a solid clip - up 13.7% during 2023, from $14M to $16M. Reported net income was $2M.
How have Navy Mutual Aid Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navy Mutual Aid Association's sponsor-wide assets grew 15.0%, from $42M to $49M.
Which 401(k) plans are similar in size to Navy Mutual Aid Association Employee's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dfm Employees Retirement & 401(k) Plan in MO ($16M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Navy Mutual Aid Association Employee's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 530116720.

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.