Other · DOL Form 5500 · 2023

Navigator Credit Union Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
157
Participants Small participant base
53rd
Percentile by assets National rank
$48,199
Avg per participant Low balance/head
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Official DOL plan name: 401(k)Profit Sharing Plan for Employees of Navigator Credit Union · Sponsored by Navigator Credit Union · Mississippi · Other Services

$8M in assets, 157 participants

Navigator Credit Union's 401(k)Profit Sharing Plan for Employees of Navigator Credit Union reported $8M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,663 in Other Services (7,857 peers)

Coverage in Mississippi

401(k)Profit Sharing Plan for Employees of Navigator Credit Union covers 157 participants in Mississippi, about 43% of the average Mississippi filer (state average ~366 per filing). Assets: $8M.

#5,663
in Other Services (7,857 peers)
-1.0%
assets change YoY

The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k)Profit Sharing Plan for Employees of Navigator Credit Union's mid-pack asset rank among Other Services and all filers

401(k)Profit Sharing Plan for Employees of Navigator Credit Union vs every filed plan by assets

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

$7,567,232 Top 47% higher than 53% 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

401(k)Profit Sharing Plan for Employees of Navigator Credit Union 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. 401(k)Profit Sharing Plan for Employees of Navigator Credit Union sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k)Profit Sharing Plan for Employees of Navigator Credit Union reported net income rose from -$2M in the plan year 2022 filing to -$80K in the plan year 2023 filing.
  • 401(k)Profit Sharing Plan for Employees of Navigator Credit Union reported participants rose from 143 in the plan year 2022 filing to 157 in the plan year 2023 filing.
  • 401(k)Profit Sharing Plan for Employees of Navigator Credit Union end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 640179401 · Navigator Credit Union PY 2023 · Other

401(k)Profit Sharing Plan for Employees of Navigator Credit Union · $8M · 157 · 53rd

  • PHOTO $8M
  • PHOTO 157
  • PHOTO 53rd
  • PHOTO Other
  • PHOTO near 403(b) Thrift Plan of Fall River Deaconess Home
  • PHOTO ind #5663

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 Other Services retirement plans → · Plans in Mississippi →

401(k)Profit Sharing Plan for Employees of Navigator Credit Union in the asset neighbourhood

Work, Inc. 403(b) Plan$8M401(k)Profit Sharing Plan for Employees of Navigator Credit Union401(k)Profit Sharing Plan fo…$8M403(b) Thrift Plan of Fall River Deaconess Home403(b) Thrift Plan of Fall R…$8MTeton Science Schools 403(b) Defined Contribution PlanTeton Science Schools 403(b)…$8M403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc.403(b) Thrift Plan of Cliffo…$8M
End-of-year total assets ($M) among 401(k)Profit Sharing Plan for Employees of Navigator Credit Union and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$80K
Employer EIN640179401
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navigator Credit Union)

Sponsor-wide plan assets over time

All Navigator Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$8M 1.0411221883011883% vs 2022
2023 filing year
$7.55M$7.6M$7.65M$7.7M 20222023 $7.65M $7.57M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 143 $8M
2023 2 324 $8M

Nearby Other Plans in Mississippi

Peer Other plans, same state, same plan type, ranked by total assets.

401(k)Profit Sharing Plan for Employees of Navigator Credit Union vs. nearby Other plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400500 Total assets ($M) Participants 401(k)Profit Sharing Plan for Employees of Navigator Credit Union, Total assets ($M): 7.567232 · Participants: 157401(k)Profit Sharing Plan for Employees of Navigator Credit UnionNorth Mississippi Health Services 403(b) Plan, Total assets ($M): 389.928695 · Participants: 7294North Mississippi Health Services 403(b) PlanMississippi Methodist Hospital and Rehabilitation Center Retirement Plan, Total assets ($M): 53.168475 · Participants: 756Mississippi Methodist Hospital and Rehabilitation Center Retirement PlanKing's Daughters Medical Center Retirement Plan, Total assets ($M): 40.612029 · Participants: 729King's Daughters Medical Center Retirement PlanAnderson Regional Medical Center 403(b) Plan, Total assets ($M): 34.644101 · Participants: 1515Anderson Regional Medical Center 403(b) PlanEmployee Benefit Plan of Summit Plastics, Inc., Total assets ($M): 17.426109 · Participants: 203Employee Benefit Plan of Summit Plastics, Inc.
401(k)Profit Sharing Plan for Employees of Navigator Credit Union vs. nearby Other plans in Mississippi, assets vs. participants
Compare 401(k)Profit Sharing Plan for Employees of Navigator Credit Union side-by-side with 3 peers →

401(k)Profit Sharing Plan for Employees of Navigator Credit Union's out-of-state Other peers by assets and headcount

Outside Mississippi, the nearest Other by assets is 403(b) Thrift Plan of Fall River Deaconess Home in MA ($8M); by covered participants it is Mount Aloysius College Consolidated Retirement Pla in PA (157 participants). Same-state nearby plans are listed separately above.

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 401(k)Profit Sharing Plan for Employees of Navigator Credit Union assets move in 2023? ▼
401(k)Profit Sharing Plan for Employees of Navigator Credit Union edged down modestly - down 1.0% during 2023, from $8M to $8M. Reported net income was -$80K.
How have Navigator Credit Union plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Navigator Credit Union's sponsor-wide assets declined 1.0%, from $8M to $8M.
Which Other plans are similar in size to 401(k)Profit Sharing Plan for Employees of Navigator Credit Union? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Fall River Deaconess Home in MA ($8M, 115 participants).
Which Other plans cover a similar participant headcount to 401(k)Profit Sharing Plan for Employees of Navigator Credit Union? ▼
Among Other plans in other states, the closest by covered participants is Mount Aloysius College Consolidated Retirement Pla in PA (157 participants, $39M 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 640179401.

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.