401(k) · DOL Form 5500 · 2023

Navigant Credit Union 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
354
Participants Below avg headcount
85th
Percentile by assets National rank
$139,686
Avg per participant Near avg balance/head
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Official DOL plan name: Navigant Credit Union Thrift 401(k) Plan · Sponsored by Navigant Credit Union · Rhode Island · Finance & Insurance

$49M in assets, 354 participants

Navigant Credit Union's Navigant Credit Union Thrift 401(k) Plan reported $49M in total assets and 354 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.

  • #6,880 in Finance & Insurance (8,869 peers)

Coverage in Rhode Island

Navigant Credit Union Thrift 401(k) Plan covers 354 participants in Rhode Island, about 24% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $49M.

#6,880
in Finance & Insurance (8,869 peers)
+20.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Navigant Credit Union Thrift 401(k) Plan's outsized position by total assets

Navigant Credit Union Thrift 401(k) Plan vs every filed plan by assets

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

$49,448,783 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

Navigant Credit Union Thrift 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. Navigant Credit Union Thrift 401(k) Plan sits mid-pack in the medium band (354 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Navigant Credit Union Thrift 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Navigant Credit Union Thrift 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Navigant Credit Union Thrift 401(k) Plan reported participants rose from 329 in the plan year 2022 filing to 354 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050125860 · Navigant Credit Union PY 2023 · 401(k)

Navigant Credit Union Thrift 401(k) Plan · $49M · 354 · 85th

  • NET $49M
  • NET 354
  • NET 85th
  • NET 401(k)
  • NET near National League of Cities Tax Qualified Retirement and Savings Plan
  • NET ind #6880

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 Rhode Island →

Navigant Credit Union Thrift 401(k) Plan in the asset neighbourhood

Navigant Credit Union Thrift 401(k) PlanNavigant Credit Union Thrift…$49MNational League of Cities Tax Qualified Retirement and Savings PlanNational League of Cities Ta…$49MInterface Engineering Inc. Retirement PlanInterface Engineering Inc. R…$49MThe Collins Companies Defined Contribution PlanThe Collins Companies Define…$49MToray Advanced Composites USA Savings PlanToray Advanced Composites US…$49M
End-of-year total assets ($M) among Navigant Credit Union Thrift 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$49M
Net Income$8M
Employer EIN050125860
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navigant Credit Union)

Sponsor-wide plan assets over time

All Navigant Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$59M 0.8648592758699194% vs 2022
2024 filing year
$58M$60M$62M$64M$66M 202220232024 $59.2M $58.7M ▼ -0.9%
Year Plans Participants Total Assets
2022 2 436 $59M
2023 2 450 $64M
2024 1 378 $59M

Nearby 401(k) Plans in Rhode Island

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

Navigant Credit Union Thrift 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Navigant Credit Union Thrift 401(k) Plan, Total assets ($B): 0.049448783 · Participants: 354Navigant Credit Union Thrift 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Navigant Credit Union Thrift 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Navigant Credit Union Thrift 401(k) Plan side-by-side with 3 peers →

Navigant Credit Union Thrift 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is National League of Cities Tax Qualified Retirement and Savings Plan in DC ($49M); by covered participants it is Bay Photo, Inc. 401(k) Plan in CA (354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (354 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 Navigant Credit Union Thrift 401(k) Plan assets move in 2023? ▼
Navigant Credit Union Thrift 401(k) Plan grew sharply - up 20.4% during 2023, from $41M to $49M. Reported net income was $8M.
How have Navigant Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navigant Credit Union's sponsor-wide assets declined 0.9%, from $59M to $59M.
Where does Navigant Credit Union Thrift 401(k) Plan rank by assets among Form 5500 filers? ▼
Navigant Credit Union Thrift 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 Navigant Credit Union Thrift 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National League of Cities Tax Qualified Retirement and Savings Plan in DC ($49M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Navigant Credit Union Thrift 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Photo, Inc. 401(k) Plan in CA (354 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 050125860.

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.