Other · DOL Form 5500 · 2023

Navigator Credit Union Retirement Plan

Data updated 2026-08-11

$8M
Total assets
157
Participants
53rd
Percentile by assets
$48,199
Avg per participant
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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.

  • 53rd percentile by assets (of 127,072 plans)
  • #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.

$8M
total plan assets (2023 EOY)
157
covered participants
53rd
percentile by assets (of 127,072 plans)
$48,199
avg assets per participant

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.

Where 401(k)Profit Sharing Plan for Employees of Navigator Credit Union sits by total assets

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 $2,010,000,000 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

  • 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 →

State
Mississippi
Industry
Other Services

Participants vs Mississippi filers

In Mississippi, the average filing covers about 366 participants across 521 plans. 401(k)Profit Sharing Plan for Employees of Navigator Credit Union reports 157 participants - about 43% of that state average ($8M EOY assets).

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)

$7.55M$7.6M$7.65M$7.7M 20222023 $7.65M $7.57M ▼ -1.0%
Total plan assets by year, all Navigator Credit Union plans on file
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 ($M) Participants 401(k)Profit Sharing…, Total assets ($M): 7.567232 · Participants: 157401(k)Profit Sharing…North Mississippi He…, Total assets ($M): 389.928695 · Participants: 7294North Mississippi He…Mississippi Methodis…, Total assets ($M): 53.168475 · Participants: 756Mississippi Methodis…King's Daughters Med…, Total assets ($M): 40.612029 · Participants: 729King's Daughters Med…Anderson Regional Me…, Total assets ($M): 34.644101 · Participants: 1515Anderson Regional Me…Employee Benefit Pla…, Total assets ($M): 17.426109 · Participants: 203Employee Benefit Pla…
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 … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to 401(k)Profit Sharing Plan for Employees of Navigator Credit Union by total assets, not by location.

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).

Next read for 401(k)Profit Sharing Plan for Employees …

Filing takeaways

Ways to act on 401(k)Profit Sharing Plan for Employees of Navigator Credit Union's numbers.

  • By total assets, 401(k)Profit Sharing Plan for Employees of Navigator Credit Union ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Mississippi. Compare plans
  • Navigator Credit Union's sponsor-wide assets have declined 1.0% since 2022 across 2 plan years on file. More Other Services plans

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.