401(k) · DOL Form 5500 · 2023

Navian Capital, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
107
Participants Small participant base
44th
Percentile by assets National rank
$45,957
Avg per participant Low balance/head
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Official DOL plan name: Navian Capital, LLC 401(k) P/S Plan · Sponsored by Navian Capital, LLC · Ohio · Finance & Insurance

$5M in assets, 107 participants

Navian Capital, LLC's Navian Capital, LLC 401(k) P/S Plan reported $5M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,756 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Navian Capital, LLC 401(k) P/S Plan covers 107 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#2,756
in Finance & Insurance (8,869 peers)
+58.2%
assets growth YoY

Navian Capital, LLC 401(k) P/S Plan's mid-pack asset rank among Finance & Insurance and all filers

Navian Capital, LLC 401(k) P/S Plan vs every filed plan by assets

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

$4,917,428 44th percentile higher than 44% 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

Navian Capital, LLC 401(k) P/S 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. Navian Capital, LLC 401(k) P/S Plan sits mid-pack in the medium band (107 participants).

Published 5500 schedule card

Filing strip 141928469 · Navian Capital, LLC PY 2023 · 401(k)

Navian Capital, LLC 401(k) P/S Plan · $5M · 107 · 44th

  • EOY $5M
  • 5500 107
  • ASSETS 44th
  • PCT 401(k)
  • EIN near Barry's Bootcamp Holdings, LLC 401(k) Plan
  • RANK ind #2756

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 Ohio →

Navian Capital, LLC 401(k) P/S Plan in the asset neighbourhood

Navian Capital, LLC 401(k) P/S PlanNavian Capital, LLC 401(k) P…$5MBarry's Bootcamp Holdings, LLC 401(k) PlanBarry's Bootcamp Holdings, L…$5MMfg Chemical LLC 401(k) Profit Sharing Plan & TrustMfg Chemical LLC 401(k) Prof…$5MNix Electric Co. 401(k) P/S PlanNix Electric Co. 401(k) P/S …$5MBeaudoin Electrical Construction 401(k) PlanBeaudoin Electrical Construc…$5M
End-of-year total assets ($M) among Navian Capital, LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN141928469
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navian Capital, LLC)

Sponsor-wide plan assets over time

All Navian Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 26.046787060227423% vs 2023
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 20232024 $4.92M $6.2M ▲ +26.0%
Year Plans Participants Total Assets
2023 1 107 $5M
2024 1 70 $6M

Nearby 401(k) Plans in Ohio

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

Navian Capital, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Navian Capital, LLC 401(k) P/S Plan, Total assets ($B): 0.004917428 · Participants: 107Navian Capital, LLC 401(k) P/S PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Navian Capital, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Navian Capital, LLC 401(k) P/S Plan side-by-side with 3 peers →

Navian Capital, LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Barry's Bootcamp Holdings, LLC 401(k) Plan in FL ($5M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Navian Capital, LLC 401(k) P/S Plan assets move in 2023? ▼
Navian Capital, LLC 401(k) P/S Plan surged - up 58.2% during 2023, from $3M to $5M. Reported net income was $2M.
How have Navian Capital, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Navian Capital, LLC's sponsor-wide assets grew 26.0%, from $5M to $6M.
Which 401(k) plans are similar in size to Navian Capital, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barry's Bootcamp Holdings, LLC 401(k) Plan in FL ($5M, 860 participants).
Which 401(k) plans cover a similar participant headcount to Navian Capital, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 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 141928469.

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.