401(k) · DOL Form 5500 · 2023

Navika Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1,917
Participants Near avg headcount
38th
Percentile by assets National rank
$1,849
Avg per participant Low balance/head
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Official DOL plan name: Navika Capital Group, LLC 401(k) Profit Sharing Plan · Sponsored by Navika Capital Group, LLC · New York · Food Services & Accommodation

$4M in assets, 1,917 participants

Navika Capital Group, LLC's Navika Capital Group, LLC 401(k) Profit Sharing Plan reported $4M in total assets and 1,917 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,833 in Food Services & Accommodation (3,828 peers)

Coverage in New York

Navika Capital Group, LLC 401(k) Profit Sharing Plan covers 1,917 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $4M.

#2,833
in Food Services & Accommodation (3,828 peers)
+37.2%
assets growth YoY

Navika Capital Group, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Navika Capital Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,543,817 38th percentile higher than 38% 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

Navika Capital Group, LLC 401(k) Profit Sharing 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. Navika Capital Group, LLC 401(k) Profit Sharing Plan lands in the large band (1,917 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Navika Capital Group, LLC 401(k) Profit Sharing Plan reported participants rose from 362 in the plan year 2022 filing to 1,917 in the plan year 2023 filing.
  • Navika Capital Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Navika Capital Group, LLC 401(k) Profit Sharing Plan reported net income rose from $905K in the plan year 2022 filing to $961K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 202969882 · Navika Capital Group, LLC PY 2023 · 401(k)

Navika Capital Group, LLC 401(k) Profit Sharing Plan · $4M · 1,917 · 38th

  • BOY $4M
  • SCH 1,917
  • EBSA 38th
  • PART 401(k)
  • TYPE near Mooreco, Inc. 401(k) Plan
  • NET ind #2833

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 Food Services & Accommodation retirement plans → · Plans in New York →

Navika Capital Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Navika Capital Group, LLC 401(k) Profit Sharing PlanNavika Capital Group, LLC 40…$4MMooreco, Inc. 401(k) Plan$4MReece Construction Company 401(k) PlanReece Construction Company 4…$4MCaritas Management Corp. 401(k) PspCaritas Management Corp. 401…$4MSunsweet Growers Inc. Union Employees 401(k) PlanSunsweet Growers Inc. Union …$4M
End-of-year total assets ($M) among Navika Capital Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$961K
Employer EIN202969882
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navika Capital Group, LLC)

Sponsor-wide plan assets over time

All Navika Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 104.00430042026834% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.2M $4.49M ▲ +104.1%
Year Plans Participants Total Assets
2022 1 362 $2M
2023 1 1,917 $4M
2024 1 2,588 $4M

Nearby 401(k) Plans in New York

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

Navika Capital Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Navika Capital Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.003543817 · Participants: 1917Navika Capital Group, LLC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Navika Capital Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Navika Capital Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Navika Capital Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mooreco, Inc. 401(k) Plan in TX ($4M); by covered participants it is Customink, LLC 401(k) Savings Plan in VA (1,917 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,917 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 Navika Capital Group, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Navika Capital Group, LLC 401(k) Profit Sharing Plan surged - up 37.2% during 2023, from $3M to $4M. Reported net income was $961K.
How have Navika Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navika Capital Group, LLC's sponsor-wide assets grew 104.0%, from $2M to $4M.
Which 401(k) plans are similar in size to Navika Capital Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mooreco, Inc. 401(k) Plan in TX ($4M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Navika Capital Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Customink, LLC 401(k) Savings Plan in VA (1,917 participants, $81M 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 202969882.

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.