401(k) · DOL Form 5500 · 2023
Navitus Health Solutions, LLC 401(k) Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 1,273
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $90,420
- Avg per participant Below avg balance/head
Official DOL plan name: Navitus Health Solutions, LLC Retirement Plan · Sponsored by Navitus Health Solutions, LLC · Wisconsin · Administrative & Support Services
$115M in assets, 1,273 participants
Navitus Health Solutions, LLC's Navitus Health Solutions, LLC Retirement Plan reported $115M in total assets and 1,273 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #4,210 in Administrative & Support Services (4,372 peers)
Coverage in Wisconsin
Navitus Health Solutions, LLC Retirement Plan covers 1,273 participants in Wisconsin, 2.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $115M.
- #4,210
- in Administrative & Support Services (4,372 peers)
- +24.0%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Navitus Health Solutions, LLC Retirement Plan's outsized position by total assets
Navitus Health Solutions, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$115,104,870 Top 8% higher than 92% 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
Navitus Health Solutions, LLC Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Navitus Health Solutions, LLC Retirement Plan lands in the large band (1,273 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Navitus Health Solutions, LLC Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Navitus Health Solutions, LLC Retirement Plan reported participants rose from 1,023 in the plan year 2022 filing to 1,273 in the plan year 2023 filing.
- Navitus Health Solutions, LLC Retirement Plan end-of-year assets rose from $93M in the plan year 2022 filing to $115M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 043608530 · Navitus Health Solutions, LLC PY 2023 · 401(k)
Navitus Health Solutions, LLC Retirement Plan · $115M · 1,273 · 92nd
- EOY $115M
- 5500 1,273
- ASSETS 92nd
- PCT 401(k)
- EIN near Construction Employees Group Profit Sharing Plan
- RANK ind #4210
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 Administrative & Support Services retirement plans → · Plans in Wisconsin →
Navitus Health Solutions, LLC Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | $22M |
| Employer EIN | 043608530 |
| Plan Effective Date | 2005-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Navitus Health Solutions, LLC)
Sponsor-wide plan assets over time
All Navitus Health Solutions, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $145M 56.387244501174706% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,023 | $93M |
| 2023 | 1 | 1,273 | $115M |
| 2024 | 1 | 1,669 | $145M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Navitus Health Solutions, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Construction Employees Group Profit Sharing Plan in ND ($115M); by covered participants it is General Logistics Systems US, Inc. 401(k) Plan in CA (1,273 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Construction Employees Group Profit Sharing Plan (ND) $115M · 1,337
- Charter Next Generation, Inc. 401(k) Plan (IL) $115M · 2,014
- Tradewind Group, Inc Profit Sharing 401(k) Plan (HI) $115M · 401
- Amcon, Cemstone and Tcc Employee Savings Plan (MN) $115M · 960
Similar participant headcount
Nearest other-state filings by covered participants (1,273 participants); asset peers above are excluded.
- General Logistics Systems US, Inc. 401(k) Plan (CA) 1,273 · 0 off
- Aalberts Ips Americas Retirement and Savings Plan. (NC) 1,273 · 0 off
- Meduit, LLC 401(k) Retirement Plan (NC) 1,273 · 0 off
- Hibu Inc. 401(k) Profit Sharing Plan Trust (IA) 1,273 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.