401(k) · DOL Form 5500 · 2024

Naviga Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
130
Participants Small participant base
84th
Percentile by assets National rank
$384,677
Avg per participant High balance/head
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Official DOL plan name: Naviga Inc. 401(k) Plan · Sponsored by Naviga Inc. · Minnesota · Professional & Technical Services

$50M in assets, 130 participants

Naviga Inc.'s Naviga Inc. 401(k) Plan reported $50M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,141 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Naviga Inc. 401(k) Plan covers 130 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $50M.

#17,141
in Professional & Technical Services (20,173 peers)
+9.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

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

$50,007,948 Top 16% higher than 84% 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

Naviga 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. Naviga Inc. 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Naviga Inc. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Naviga Inc. 401(k) Plan end-of-year assets rose from $45M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Naviga Inc. 401(k) Plan reported participants fell from 143 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 204137909 · Naviga Inc. PY 2024 · 401(k)

Naviga Inc. 401(k) Plan · $50M · 130 · 84th

  • VS-ST $50M
  • VS-ST 130
  • VS-ST 84th
  • VS-ST 401(k)
  • VS-ST near Truckpro, LLC 401(k) Plan
  • VS-ST ind #17141

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Naviga Inc. 401(k) Plan in the asset neighbourhood

Naviga Inc. 401(k) Plan$50MTruckpro, LLC 401(k) Plan$50MHancock Estabrook, LLP Retirement PlanHancock Estabrook, LLP Retir…$50MTocqueville Management Corporation Tax Deferred Savings PlanTocqueville Management Corpo…$50MMichelman, Inc. Retirement and Savings PlanMichelman, Inc. Retirement a…$50M
End-of-year total assets ($M) among Naviga Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$50M
Net Income$2M
Employer EIN204137909
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Naviga Inc.)

Sponsor-wide plan assets over time

All Naviga Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 13.158704705300783% vs 2022
2024 filing year
$42M$44M$46M$48M$50M$52M 202220232024 $44.2M $50M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 162 $44M
2023 1 143 $45M
2024 1 130 $50M

Nearby 401(k) Plans in Minnesota

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

Naviga Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Naviga Inc. 401(k) Plan, Total assets ($B): 0.050007948 · Participants: 130Naviga Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Naviga Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Naviga Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Truckpro, LLC 401(k) Plan in TN ($50M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Naviga Inc. 401(k) Plan assets move in 2024? ▼
Naviga Inc. 401(k) Plan grew at a solid clip - up 9.9% during 2024, from $45M to $50M. Reported net income was $2M.
How have Naviga Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Naviga Inc.'s sponsor-wide assets grew 13.2%, from $44M to $50M.
Where does Naviga Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Naviga Inc. 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Naviga Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Truckpro, LLC 401(k) Plan in TN ($50M, 1,536 participants).
Which 401(k) plans cover a similar participant headcount to Naviga Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 204137909.

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.