401(k) · DOL Form 5500 · 2023

Nava Pbc 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
217
Participants Below avg headcount
71st
Percentile by assets National rank
$83,156
Avg per participant Below avg balance/head
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Official DOL plan name: Nava 401(k) Plan · Sponsored by Nava Pbc · District of Columbia · Professional & Technical Services

$18M in assets, 217 participants

Nava Pbc's Nava 401(k) Plan reported $18M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,277 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Nava 401(k) Plan covers 217 participants in District of Columbia, about 15% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $18M.

#14,277
in Professional & Technical Services (20,321 peers)
+61.8%
assets growth YoY

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

Nava 401(k) Plan vs every filed plan by assets

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

$18,044,929 Top 29% higher than 71% 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

Nava 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. Nava 401(k) Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nava 401(k) Plan reported net income rose from -$195K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Nava 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Nava 401(k) Plan reported participants fell from 261 in the plan year 2022 filing to 217 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 474590452 · Nava Pbc PY 2023 · 401(k)

Nava 401(k) Plan · $18M · 217 · 71st

  • TYPE $18M
  • NET 217
  • BOOK 71st
  • VS-ST 401(k)
  • BOY near Heritage Financial Group, Inc. 401(k) Plan and Trust
  • SCH ind #14277

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 District of Columbia →

Nava 401(k) Plan in the asset neighbourhood

Perfecto Industries, Inc. Profit Sharing PlanPerfecto Industries, Inc. Pr…$18MNava 401(k) Plan$18MHeritage Financial Group, Inc. 401(k) Plan and TrustHeritage Financial Group, In…$18MSlay Industries 401(k) Retirement Savings PlanSlay Industries 401(k) Retir…$18MPancreatic Cancer Action Network 401(k) PlanPancreatic Cancer Action Net…$18M
End-of-year total assets ($M) among Nava 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$18M
Net Income$7M
Employer EIN474590452
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nava Pbc)

Sponsor-wide plan assets over time

All Nava Pbc plans reported in each filing year

Latest sponsor-wide plan assets
$27M 140.96439023375788% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $11.2M $26.9M ▲ +140.9%
Year Plans Participants Total Assets
2022 1 261 $11M
2023 1 217 $18M
2024 1 321 $27M

Nearby 401(k) Plans in District of Columbia

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

Nava 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Nava 401(k) Plan, Total assets ($B): 0.018044929 · Participants: 217Nava 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Nava 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Nava 401(k) Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest 401(k) by assets is Heritage Financial Group, Inc. 401(k) Plan and Trust in IN ($18M); by covered participants it is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Nava 401(k) Plan assets move in 2023? ▼
Nava 401(k) Plan surged - up 61.8% during 2023, from $11M to $18M. Reported net income was $7M.
How have Nava Pbc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nava Pbc's sponsor-wide assets grew 141.0%, from $11M to $27M.
Which 401(k) plans are similar in size to Nava 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Financial Group, Inc. 401(k) Plan and Trust in IN ($18M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Nava 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants, $12M 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 474590452.

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.