Defined Benefit (Pension) · DOL Form 5500 · 2023
Navigant Credit Union Pension Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $154,231
- Avg per participant Above avg balance/head
Official DOL plan name: Navigant Credit Union Defined Benefit Pension Plan and Trust · Sponsored by Navigant Credit Union · Rhode Island · Finance & Insurance
$15M in assets, 96 participants
Navigant Credit Union's Navigant Credit Union Defined Benefit Pension Plan and Trust reported $15M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #4,617 in Finance & Insurance (8,869 peers)
2023 asset change
Navigant Credit Union Defined Benefit Pension Plan and Trust declined sharply 18.5% in 2023 ($18M → $15M) for 96 participants.
- #4,617
- in Finance & Insurance (8,869 peers)
- -18.5%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Navigant Credit Union Defined Benefit Pension Plan and Trust's outsized position by total assets
Navigant Credit Union Defined Benefit Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,806,195 Top 33% higher than 67% of 127,068 filed plans
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 Defined Benefit Pension Plan and Trust among smaller 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 Defined Benefit Pension Plan and Trust is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Navigant Credit Union Defined Benefit Pension Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Navigant Credit Union Defined Benefit Pension Plan and Trust end-of-year assets fell from $18M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Navigant Credit Union Defined Benefit Pension Plan and Trust reported participants fell from 107 in the plan year 2022 filing to 96 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 050125860 · Navigant Credit Union PY 2023 · Defined Benefit (Pension)
Navigant Credit Union Defined Benefit Pension Plan and Trust · $15M · 96 · 67th
- IND $15M
- EOY 96
- 5500 67th
- ASSETS Defined Benefit (Pension)
- PCT near Pine Valley Golf Club, Inc. Retirement Plan
- EIN ind #4617
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 Defined Benefit Pension Plan and Trust in the asset neighbourhood
Navigant Credit Union years around the 2023 move
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 436 | $59M |
| 2023 | 2 | 450 | $64M |
| 2024 | 1 | 378 | $59M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 050125860 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Rhode Island
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Bank of America Pension Plan $19.2B · 56,519
- Textron Master Retirement Plan $5.2B · 7,320
- Factory Mutual Insurance Company Pension Plan $2.9B · 3,478
- Bell Helicopter Textron Master Retirement Plan $2.2B · 2,800
- Amica Pension Fund $1.8B · 2,338
Navigant Credit Union Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Rhode Island, the nearest Defined Benefit (Pension) by assets is Pine Valley Golf Club, Inc. Retirement Plan in NJ ($15M); by covered participants it is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Pine Valley Golf Club, Inc. Retirement Plan (NJ) $15M · 103
- The Orchestral Association Retirement Plan for Administrative Employees (IL) $15M · 27
- Los Angeles Philharmonic Assoc and Musician Union, Local 47, American Federation of Musicians Pension Trust (CA) $15M · 32
- Cincinnati Stage Employees Local 5 Pension Plan (OH) $15M · 105
Similar participant headcount
Nearest other-state filings by covered participants (96 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.