401(k) · DOL Form 5500 · 2024
Navy Mutual Aid Association 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $152,137
- Avg per participant Above avg balance/head
Official DOL plan name: Navy Mutual Aid Association Employee's 401(k) Plan · Sponsored by Navy Mutual Aid Association · Virginia · Finance & Insurance
$19M in assets, 123 participants
Navy Mutual Aid Association's Navy Mutual Aid Association Employee's 401(k) Plan reported $19M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #4,575 in Finance & Insurance (8,549 peers)
Coverage in Virginia
Navy Mutual Aid Association Employee's 401(k) Plan covers 123 participants in Virginia, about 16% of the average Virginia filer (state average ~782 per filing). Assets: $19M.
- #4,575
- in Finance & Insurance (8,549 peers)
- +18.9%
- assets growth YoY
Navy Mutual Aid Association Employee's 401(k) Plan's outsized position by total assets
Navy Mutual Aid Association Employee's 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,712,864 Top 31% higher than 69% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Navy Mutual Aid Association Employee's 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. Navy Mutual Aid Association Employee's 401(k) Plan sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Navy Mutual Aid Association Employee's 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Navy Mutual Aid Association Employee's 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Navy Mutual Aid Association Employee's 401(k) Plan reported participants rose from 120 in the plan year 2023 filing to 123 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 530116720 · Navy Mutual Aid Association PY 2024 · 401(k)
Navy Mutual Aid Association Employee's 401(k) Plan · $19M · 123 · 69th
- ASSETS $19M
- ASSETS 123
- ASSETS 69th
- ASSETS 401(k)
- ASSETS near Neighborhood Loans 401(k) Plan
- ASSETS ind #4575
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 Finance & Insurance retirement plans → · Plans in Virginia →
Navy Mutual Aid Association Employee's 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 530116720 |
| Plan Effective Date | 1997-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Navy Mutual Aid Association)
Sponsor-wide plan assets over time
All Navy Mutual Aid Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 14.95208027782028% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 160 | $42M |
| 2023 | 2 | 160 | $45M |
| 2024 | 2 | 160 | $49M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Navy Mutual Aid Association Employee's 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Neighborhood Loans 401(k) Plan in IL ($19M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Neighborhood Loans 401(k) Plan (IL) $19M · 447
- Malaga Bank 401(k) Savings and Retirement Plan (CA) $19M · 71
- Research Square Aje, LLC 401(k) Plan (NC) $19M · 195
- Byrne & Jones Enterprises 401(k) Plan (MO) $19M · 166
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Clark's Termite & Pest Control 401(k) Plan (NJ) 123 · 0 off
- App Annie 401(k) Plan (CA) 123 · 0 off
- Valley Chrome Plating, Inc. 401(k) Plan (CA) 123 · 0 off
- Atg Retirement Savings Plan (FL) 123 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.