401(k) · DOL Form 5500 · 2024

Navika Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2,588
Participants Above avg headcount
40th
Percentile by assets National rank
$1,734
Avg per participant Low balance/head
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Official DOL plan name: Navika Capital Group, LLC 401(k) Profit Sharing Plan · Sponsored by Navika Capital Group, LLC · New York · Food Services & Accommodation

$4M in assets, 2,588 participants

Navika Capital Group, LLC's Navika Capital Group, LLC 401(k) Profit Sharing Plan reported $4M in total assets and 2,588 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,751 in Food Services & Accommodation (3,672 peers)

Coverage in New York

Navika Capital Group, LLC 401(k) Profit Sharing Plan covers 2,588 participants in New York, 3.2x the typical New York plan (state average ~798 per filing). Assets: $4M.

#2,751
in Food Services & Accommodation (3,672 peers)
+26.6%
assets growth YoY

Navika Capital Group, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Navika Capital Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,487,656 40th percentile higher than 40% 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

Navika Capital Group, LLC 401(k) Profit Sharing 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. Navika Capital Group, LLC 401(k) Profit Sharing Plan lands in the large band (2,588 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Navika Capital Group, LLC 401(k) Profit Sharing Plan reported participants rose from 1,917 in the plan year 2023 filing to 2,588 in the plan year 2024 filing.
  • Navika Capital Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 202969882 · Navika Capital Group, LLC PY 2024 · 401(k)

Navika Capital Group, LLC 401(k) Profit Sharing Plan · $4M · 2,588 · 40th

  • PCT $4M
  • PCT 2,588
  • PCT 40th
  • PCT 401(k)
  • PCT near Stowell, Zeilenga, Ruth, Vaughn & Treiger LLP 401(k) Plan
  • PCT ind #2751

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 Food Services & Accommodation retirement plans → · Plans in New York →

Navika Capital Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Navika Capital Group, LLC 401(k) Profit Sharing PlanNavika Capital Group, LLC 40…$4MStowell, Zeilenga, Ruth, Vaughn & Treiger LLP 401(k) PlanStowell, Zeilenga, Ruth, Vau…$4MThe Family Partnership 403(b) Retirement Savings PlanThe Family Partnership 403(b…$4MEmployee Benefit Plan of Hope Horizon Mental HealthEmployee Benefit Plan of Hop…$4MPrincipled Dynamics 401(k) PlanPrincipled Dynamics 401(k) P…$4M
End-of-year total assets ($M) among Navika Capital Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$944K
Employer EIN202969882
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navika Capital Group, LLC)

Sponsor-wide plan assets over time

All Navika Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 104.00430042026834% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.2M $4.49M ▲ +104.1%
Year Plans Participants Total Assets
2022 1 362 $2M
2023 1 1,917 $4M
2024 1 2,588 $4M

Nearby 401(k) Plans in New York

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

Navika Capital Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Navika Capital Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.004487656 · Participants: 2588Navika Capital Group, LLC 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Navika Capital Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Navika Capital Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Navika Capital Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Stowell, Zeilenga, Ruth, Vaughn & Treiger LLP 401(k) Plan in CA ($4M); by covered participants it is Wellthbuilder Pooled Employer Plan in OR (2,588 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,588 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 Navika Capital Group, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Navika Capital Group, LLC 401(k) Profit Sharing Plan grew sharply - up 26.6% during 2024, from $4M to $4M. Reported net income was $944K.
How have Navika Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navika Capital Group, LLC's sponsor-wide assets grew 104.0%, from $2M to $4M.
Which 401(k) plans are similar in size to Navika Capital Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stowell, Zeilenga, Ruth, Vaughn & Treiger LLP 401(k) Plan in CA ($4M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Navika Capital Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wellthbuilder Pooled Employer Plan in OR (2,588 participants, $48M 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 202969882.

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.