401(k) · DOL Form 5500 · 2023

Navitas, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
186
Participants Below avg headcount
81st
Percentile by assets National rank
$181,455
Avg per participant Above avg balance/head
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Official DOL plan name: Navitas, Inc. 401(k) Plan · Sponsored by Navitas, Inc. · New Jersey · Professional & Technical Services

$34M in assets, 186 participants

Navitas, Inc.'s Navitas, Inc. 401(k) Plan reported $34M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,557 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Navitas, Inc. 401(k) Plan covers 186 participants in New Jersey, about 22% of the average New Jersey filer (state average ~844 per filing). Assets: $34M.

#16,557
in Professional & Technical Services (20,321 peers)
+3.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Navitas, Inc. 401(k) Plan's outsized position by total assets

Navitas, Inc. 401(k) Plan vs every filed plan by assets

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

$33,750,685 Top 19% higher than 81% 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

Navitas, Inc. 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. Navitas, Inc. 401(k) Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Navitas, Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Navitas, Inc. 401(k) Plan reported participants rose from 179 in the plan year 2022 filing to 186 in the plan year 2023 filing.
  • Navitas, Inc. 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 223739703 · Navitas, Inc. PY 2023 · 401(k)

Navitas, Inc. 401(k) Plan · $34M · 186 · 81st

  • 5500 $34M
  • ASSETS 186
  • PCT 81st
  • EIN 401(k)
  • RANK near Bruno Independent Living Aids, Inc. 401(k) Plan and Trust
  • PHOTO ind #16557

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 New Jersey →

Navitas, Inc. 401(k) Plan in the asset neighbourhood

Navitas, Inc. 401(k) Plan$34MBruno Independent Living Aids, Inc. 401(k) Plan and TrustBruno Independent Living Aid…$34MNorth Hawaii Community Hospital, Inc. 401(k) PlanNorth Hawaii Community Hospi…$34MVelocityehs 401(k) Plan$34MRhoades Mckee PC 401(k) Plan$34M
End-of-year total assets ($M) among Navitas, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$34M
Net Income$3M
Employer EIN223739703
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navitas, Inc.)

Sponsor-wide plan assets over time

All Navitas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 5.230129264215023% vs 2022
2024 filing year
$32M$33M$34M$35M 202220232024 $32.5M $34.3M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 179 $33M
2023 1 186 $34M
2024 1 177 $34M

Nearby 401(k) Plans in New Jersey

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

Navitas, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Navitas, Inc. 401(k) Plan, Total assets ($B): 0.033750685 · Participants: 186Navitas, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Navitas, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Navitas, Inc. 401(k) Plan side-by-side with 3 peers →

Navitas, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Bruno Independent Living Aids, Inc. 401(k) Plan and Trust in WI ($34M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Navitas, Inc. 401(k) Plan assets move in 2023? ▼
Navitas, Inc. 401(k) Plan edged up modestly - up 3.7% during 2023, from $33M to $34M. Reported net income was $3M.
How have Navitas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navitas, Inc.'s sponsor-wide assets grew 5.2%, from $33M to $34M.
Where does Navitas, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Navitas, Inc. 401(k) Plan ranks in the 81st 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 Navitas, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bruno Independent Living Aids, Inc. 401(k) Plan and Trust in WI ($34M, 363 participants).
Which 401(k) plans cover a similar participant headcount to Navitas, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (186 participants, $1M 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 223739703.

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.