401(k) · DOL Form 5500 · 2024

Navex Global, Inc. 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
1,110
Participants Near avg headcount
90th
Percentile by assets National rank
$85,423
Avg per participant Below avg balance/head
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Official DOL plan name: Navex Global 401(k) Plan · Sponsored by Navex Global, Inc. · Oregon · Administrative & Support Services

$95M in assets, 1,110 participants

Navex Global, Inc.'s Navex Global 401(k) Plan reported $95M in total assets and 1,110 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,159 in Administrative & Support Services (4,368 peers)

Coverage in Oregon

Navex Global 401(k) Plan covers 1,110 participants in Oregon, 2.5x the typical Oregon plan (state average ~443 per filing). Assets: $95M.

#4,159
in Administrative & Support Services (4,368 peers)
+17.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Navex Global 401(k) Plan's outsized position by total assets

Navex Global 401(k) Plan vs every filed plan by assets

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

$94,819,836 Top 10% higher than 90% 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

Navex Global 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Navex Global 401(k) Plan lands in the large band (1,110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Navex Global 401(k) Plan reported net income fell from $20M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Navex Global 401(k) Plan end-of-year assets rose from $81M in the plan year 2023 filing to $95M in the plan year 2024 filing.
  • Navex Global 401(k) Plan reported participants fell from 1,121 in the plan year 2023 filing to 1,110 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 030513136 · Navex Global, Inc. PY 2024 · 401(k)

Navex Global 401(k) Plan · $95M · 1,110 · 90th

  • ASSETS $95M
  • PCT 1,110
  • EIN 90th
  • RANK 401(k)
  • PHOTO near Sobi, Inc 401(k) Retirement Plan
  • IND ind #4159

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 Administrative & Support Services retirement plans → · Plans in Oregon →

Navex Global 401(k) Plan in the asset neighbourhood

Fullsight, LLC Safe Harbor PlanFullsight, LLC Safe Harbor P…$95MSobi, Inc 401(k) Retirement PlanSobi, Inc 401(k) Retirement …$95MCadent, LLC 401(k) Plan$95MNavex Global 401(k) Plan$95MSofidel America 401(k) Plan$95M
End-of-year total assets ($M) among Navex Global 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$95M
Net Income$14M
Employer EIN030513136
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navex Global, Inc.)

Sponsor-wide plan assets over time

All Navex Global, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 56.800018626855774% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $60.5M $94.8M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 1,054 $60M
2023 1 1,121 $81M
2024 1 1,110 $95M

Nearby 401(k) Plans in Oregon

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

Navex Global 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Navex Global 401(k) Plan, Total assets ($B): 0.094819836 · Participants: 1110Navex Global 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Navex Global 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Navex Global 401(k) Plan side-by-side with 3 peers →

Navex Global 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Sobi, Inc 401(k) Retirement Plan in MA ($95M); by covered participants it is Bancplus Corporation Employee Stock Ownership Plan W/401(k) Provisions in MS (1,110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($95M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,110 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 Navex Global 401(k) Plan assets move in 2024? ▼
Navex Global 401(k) Plan grew sharply - up 17.2% during 2024, from $81M to $95M. Reported net income was $14M.
How have Navex Global, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navex Global, Inc.'s sponsor-wide assets grew 56.8%, from $60M to $95M.
Where does Navex Global 401(k) Plan rank by assets among Form 5500 filers? ▼
Navex Global 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Navex Global 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sobi, Inc 401(k) Retirement Plan in MA ($95M, 549 participants).
Which 401(k) plans cover a similar participant headcount to Navex Global 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bancplus Corporation Employee Stock Ownership Plan W/401(k) Provisions in MS (1,110 participants, $165M 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 030513136.

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.