401(k) · DOL Form 5500 · 2023

Navitus Health Solutions, LLC 401(k) Plan

Data updated 2026-08-11

$115M
Total assets
1,273
Participants
92nd
Percentile by assets
$90,420
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$115M
total plan assets (2023 EOY)
1,273
covered participants
92nd
percentile by assets (of 127,072 plans)
$90,420
avg assets per participant

Where Navitus Health Solutions, LLC Retirement Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Wisconsin
Industry
Administrative & Support Services

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Navitus Health Solutions, LLC Retirement Plan reports 1,273 participants - 2.3x that state average ($115M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$115M
Net Income$22M
Employer EIN043608530
Plan Effective Date2005-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navitus Health Solutions, LLC)

$80M$100M$120M$140M$160M 202220232024 $92.8M $145M ▲ +56.4%
Total plan assets by year, all Navitus Health Solutions, LLC plans on file
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.

Navitus Health Solutions, LLC Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Navitus Health Solut…, Total assets ($B): 0.11510487 · Participants: 1273Navitus Health Solut…Advocate Aurora Heal…, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation …
Navitus Health Solutions, LLC Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Navitus Health Solutions, LLC Retirement… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Navitus Health Solutions, LLC Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Navitus Health Solutions, LLC Retirement Plan assets move in 2023? ▼
Navitus Health Solutions, LLC Retirement Plan grew sharply - up 24.0% during 2023, from $93M to $115M. Reported net income was $22M.
How have Navitus Health Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navitus Health Solutions, LLC's sponsor-wide assets grew 56.4%, from $93M to $145M.
Where does Navitus Health Solutions, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Navitus Health Solutions, LLC Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Navitus Health Solutions, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Construction Employees Group Profit Sharing Plan in ND ($115M, 1,337 participants).

Next read for Navitus Health Solutions, LLC Retirement…

Filing takeaways

Ways to act on Navitus Health Solutions, LLC Retirement Plan's numbers.

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 043608530.

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.