Other · DOL Form 5500 · 2023
The Navigators Retirement Plan
Data updated 2026-08-25
- $150M
- Total assets Near avg plan size
- 1,620
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $92,380
- Avg per participant Below avg balance/head
Official DOL plan name: The Navigators Basic Retirement Plan · Sponsored by The Navigators · Colorado · Other Services
$150M in assets, 1,620 participants
The Navigators's The Navigators Basic Retirement Plan reported $150M in total assets and 1,620 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #7,697 in Other Services (7,857 peers)
Coverage in Colorado
The Navigators Basic Retirement Plan covers 1,620 participants in Colorado, 4.3x the typical Colorado plan (state average ~376 per filing). Assets: $150M.
- #7,697
- in Other Services (7,857 peers)
- +13.8%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
The Navigators Basic Retirement Plan's outsized position by total assets
The Navigators Basic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$149,656,138 Top 6% higher than 94% 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
The Navigators Basic 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. The Navigators Basic Retirement Plan lands in the large band (1,620 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Navigators Basic Retirement Plan reported net income rose from $11M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- The Navigators Basic Retirement Plan reported participants rose from 1,417 in the plan year 2022 filing to 1,620 in the plan year 2023 filing.
- The Navigators Basic Retirement Plan end-of-year assets rose from $131M in the plan year 2022 filing to $150M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 846007896 · The Navigators PY 2023 · Other
The Navigators Basic Retirement Plan · $150M · 1,620 · 94th
- EIN $150M
- RANK 1,620
- PHOTO 94th
- IND Other
- EOY near Lecom Health 403(b) DC Plan
- 5500 ind #7697
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 Colorado →
The Navigators Basic Retirement Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | $18M |
| Employer EIN | 846007896 |
| Plan Effective Date | 1994-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Navigators)
Sponsor-wide plan assets over time
All The Navigators plans reported in each filing year
- Latest sponsor-wide plan assets
- $279M 32.13813788562181% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,113 | $211M |
| 2023 | 2 | 3,174 | $252M |
| 2024 | 2 | 3,350 | $279M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.1B · 1,444
- Children's Hospital Colorado 403(b) Plan $898M · 8,617
- University of Denver Retirement Plan $848M · 7,241
- Nrel 403(b) Employee Savings Plan $525M · 2,877
- Colorado College Retirement Benefit Plan $353M · 707
The Navigators Basic Retirement Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Lecom Health 403(b) DC Plan in PA ($150M); by covered participants it is 403(b) Plan for Redlands Christian Migrant Association, Inc. in FL (1,620 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($150M here).
- Lecom Health 403(b) DC Plan (PA) $150M · 1,867
- Inova Health System 403(b) Plan (VA) $149M · 19,826
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan (AZ) $150M · 1,887
- Elizabethtown College Defined Contribution Retirement Plan (PA) $149M · 699
Similar participant headcount
Nearest other-state filings by covered participants (1,620 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.