401(k) · DOL Form 5500 · 2024

Navitas USA Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
170
Participants Small participant base
55th
Percentile by assets National rank
$55,704
Avg per participant Low balance/head
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Official DOL plan name: Navitas USA Holdings, LLC Retirement Savings Plan · Sponsored by Navitas USA Holdings, LLC · Massachusetts · Educational Services

$9M in assets, 170 participants

Navitas USA Holdings, LLC's Navitas USA Holdings, LLC Retirement Savings Plan reported $9M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,356 in Educational Services (3,638 peers)

Coverage in Massachusetts

Navitas USA Holdings, LLC Retirement Savings Plan covers 170 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#1,356
in Educational Services (3,638 peers)
+10.7%
assets growth YoY

Navitas USA Holdings, LLC Retirement Savings Plan's mid-pack asset rank among Educational Services and all filers

Navitas USA Holdings, LLC Retirement Savings Plan vs every filed plan by assets

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

$9,469,618 Top 45% higher than 55% 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

Navitas USA Holdings, LLC Retirement Savings 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. Navitas USA Holdings, LLC Retirement Savings Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Navitas USA Holdings, LLC Retirement Savings Plan reported net income rose from $684K in the plan year 2023 filing to $916K in the plan year 2024 filing.
  • Navitas USA Holdings, LLC Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Navitas USA Holdings, LLC Retirement Savings Plan reported participants rose from 162 in the plan year 2023 filing to 170 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 980636884 · Navitas USA Holdings, LLC PY 2024 · 401(k)

Navitas USA Holdings, LLC Retirement Savings Plan · $9M · 170 · 55th

  • TYPE $9M
  • NET 170
  • BOOK 55th
  • VS-ST 401(k)
  • BOY near Gachina Landscape Management, Inc. 401(k) Plan
  • SCH ind #1356

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 Educational Services retirement plans → · Plans in Massachusetts →

Navitas USA Holdings, LLC Retirement Savings Plan in the asset neighbourhood

Navitas USA Holdings, LLC Retirement Savings PlanNavitas USA Holdings, LLC Re…$9MGachina Landscape Management, Inc. 401(k) PlanGachina Landscape Management…$9MChildren's Medical Clinic of Santa Barbara, Inc. 401(k) Profit Sharing PlanChildren's Medical Clinic of…$9MJaxon Retirement Savings Plan$9MDorsett's Employees' 401(k) Profit Sharing Plan and TrustDorsett's Employees' 401(k) …$9M
End-of-year total assets ($M) among Navitas USA Holdings, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$916K
Employer EIN980636884
Plan Effective Date2010-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navitas USA Holdings, LLC)

Sponsor-wide plan assets over time

All Navitas USA Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 20.328022083306436% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M$10M 202220232024 $7.87M $9.47M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 160 $8M
2023 1 162 $9M
2024 1 170 $9M

Nearby 401(k) Plans in Massachusetts

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

Navitas USA Holdings, LLC Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Navitas USA Holdings, LLC Retirement Savings Plan, Total assets ($B): 0.009469618 · Participants: 170Navitas USA Holdings, LLC Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Navitas USA Holdings, LLC Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Navitas USA Holdings, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Gachina Landscape Management, Inc. 401(k) Plan in CA ($9M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.

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 Navitas USA Holdings, LLC Retirement Savings Plan assets move in 2024?
Navitas USA Holdings, LLC Retirement Savings Plan grew at a solid clip - up 10.7% during 2024, from $9M to $9M. Reported net income was $916K.
How have Navitas USA Holdings, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Navitas USA Holdings, LLC's sponsor-wide assets grew 20.3%, from $8M to $9M.
Which 401(k) plans are similar in size to Navitas USA Holdings, LLC Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Gachina Landscape Management, Inc. 401(k) Plan in CA ($9M, 294 participants).
Which 401(k) plans cover a similar participant headcount to Navitas USA Holdings, LLC Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants, $1M in assets).