Other · DOL Form 5500 · 2023
The Navigators Retirement Plan
Data updated 2026-08-11
- $150M
- Total assets
- 1,620
- Participants
- 94th
- Percentile by assets
- $92,380
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $150M
- total plan assets (2023 EOY)
- 1,620
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $92,380
- avg assets per participant
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.
Participants vs Colorado filers
In Colorado, the average filing covers about 376 participants across 2,719 plans. The Navigators Basic Retirement Plan reports 1,620 participants - 4.3x that state average ($150M EOY assets).
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)
| 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.
The Navigators Basic Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Navigators Basic Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Navigators Basic Retirement Plan assets move in 2023? ▼
How have The Navigators plan assets changed over time? ▼
Where does The Navigators Basic Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Navigators Basic Retirement Plan? ▼
Next read for The Navigators Basic Retirement Plan
Filing takeaways
Ways to act on The Navigators Basic Retirement Plan's numbers.
- By total assets, The Navigators Basic Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Colorado. Compare plans
- The Navigators's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Other Services plans