401(k) · DOL Form 5500 · 2024

Naviant, LLC. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
104
Participants Small participant base
72nd
Percentile by assets National rank
$208,766
Avg per participant Above avg balance/head
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Official DOL plan name: Naviant, Inc. 401(k) Plan · Sponsored by Naviant, LLC. · Wisconsin · Wholesale Trade

$22M in assets, 104 participants

Naviant, LLC.'s Naviant, Inc. 401(k) Plan reported $22M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,151 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

Naviant, Inc. 401(k) Plan covers 104 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $22M.

#4,151
in Wholesale Trade (6,080 peers)
+16.9%
assets growth YoY

Naviant, Inc. 401(k) Plan's outsized position by total assets

Naviant, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,711,700 Top 28% higher than 72% of 123,620 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 2024

Naviant, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Naviant, Inc. 401(k) Plan sits mid-pack in the medium band (104 participants).

DOL schedule card

Filing strip 391568840 · Naviant, LLC. PY 2024 · 401(k)

Naviant, Inc. 401(k) Plan · $22M · 104 · 72nd

  • EBSA $22M
  • EBSA 104
  • EBSA 72nd
  • EBSA 401(k)
  • EBSA near Allen Flavors, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #4151

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Naviant, Inc. 401(k) Plan in the asset neighbourhood

Naviant, Inc. 401(k) Plan$22MAllen Flavors, Inc. 401(k) Profit Sharing PlanAllen Flavors, Inc. 401(k) P…$22MVirta Health Corp. 401(k) PlanVirta Health Corp. 401(k) Pl…$22MVrc Companies, LLC 401(k) Profit Sharing PlanVrc Companies, LLC 401(k) Pr…$22MBarnes Wendling Cpas, Inc. 401(k) Profit Sharing PlanBarnes Wendling Cpas, Inc. 4…$22M
End-of-year total assets ($M) among Naviant, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN391568840
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Naviant, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Naviant, Inc. 401(k) Plan, Total assets ($B): 0.0217117 · Participants: 104Naviant, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Naviant, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Naviant, Inc. 401(k) Plan side-by-side with 3 peers →

Naviant, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Allen Flavors, Inc. 401(k) Profit Sharing Plan in NJ ($22M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Naviant, Inc. 401(k) Plan assets move in 2024? ▼
Naviant, Inc. 401(k) Plan grew sharply - up 16.9% during 2024, from $19M to $22M. Reported net income was $3M.
Which 401(k) plans are similar in size to Naviant, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allen Flavors, Inc. 401(k) Profit Sharing Plan in NJ ($22M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Naviant, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391568840.

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.