401(k) · DOL Form 5500 · 2024

Navigant Credit Union 401(k) Plan

Data updated 2026-08-11

$59M
Total assets: 378
Participants: 86th
Percentile by assets: $155,334
Avg per participant

Official DOL plan name: Navigant Credit Union Thrift 401(k) Plan · Sponsored by Navigant Credit Union · Rhode Island · Finance & Insurance

$59M in assets, 378 participants

Navigant Credit Union's Navigant Credit Union Thrift 401(k) Plan reported $59M in total assets and 378 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

86th percentile by assets (of 123,622 plans)
#6,670 in Finance & Insurance (8,549 peers)

Coverage in Rhode Island

Navigant Credit Union Thrift 401(k) Plan covers 378 participants in Rhode Island, about 26% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $59M.

$59M
total plan assets (2024 EOY): 378
covered participants: 86th
percentile by assets (of 123,622 plans): $155,334
avg assets per participant

Where Navigant Credit Union Thrift 401(k) Plan sits by total assets

Navigant Credit Union Thrift 401(k) Plan vs every filed plan by assets

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

$58,716,122 Top 14% higher than 86% 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

Navigant Credit Union Thrift 401(k) Plan end-of-year assets rose from $49M in the plan year 2023 filing to $59M in the plan year 2024 filing.
Navigant Credit Union Thrift 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Navigant Credit Union Thrift 401(k) Plan reported participants rose from 354 in the plan year 2023 filing to 378 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Rhode Island

Industry

Finance & Insurance

Participants vs Rhode Island filers

In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Navigant Credit Union Thrift 401(k) Plan reports 378 participants - about 26% of that state average ($59M EOY assets).

Rhode Island filing particulars

Total Assets (Beginning of Year)	$49M
Net Assets (End of Year)	$59M
Net Income	$9M
Employer EIN	050125860
Plan Effective Date	1983-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Navigant Credit Union)

Total plan assets by year, all Navigant Credit Union plans on file

Year	Plans	Participants	Total Assets
2022	2	436	$59M
2023	2	450	$64M
2024	1	378	$59M

Nearby 401(k) Plans in Rhode Island

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

Navigant Credit Union Thrift 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants

CVS Health Future Fund 401(k) Plan $30.1B · 240,493
Textron Savings Plan $6.1B · 26,609
Cfg Retirement Savings Plan $3.2B · 17,893
Unfi 401(k) Plan $2.8B · 26,416
Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005

Compare Navigant Credit Union Thrift 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Navigant Credit Union Thrift 401(k) Plan by total assets, not by location.

Viejas Retirement Program (CA) $59M · 1,641
Paramount Group Management 401(k) Plan (NY) $59M · 154
The Home City Ice Company Profit Sharing Plan (OH) $59M · 1,025
Sierra Construction Company, Inc. Profit Sharing Retirement Plan (WA) $59M · 172

Frequently Asked Questions

How did Navigant Credit Union Thrift 401(k) Plan assets move in 2024? ▼

Navigant Credit Union Thrift 401(k) Plan grew sharply - up 18.7% during 2024, from $49M to $59M. Reported net income was $9M.

How have Navigant Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Navigant Credit Union's sponsor-wide assets declined 0.9%, from $59M to $59M.

Where does Navigant Credit Union Thrift 401(k) Plan rank by assets among Form 5500 filers? ▼

Navigant Credit Union Thrift 401(k) Plan ranks in the 86th 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 Navigant Credit Union Thrift 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Viejas Retirement Program in CA ($59M, 1,641 participants).

Next read for Navigant Credit Union Thrift 401(k) Plan

Filing takeaways

Ways to act on Navigant Credit Union Thrift 401(k) Plan's numbers.

By total assets, Navigant Credit Union Thrift 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Rhode Island. Compare plans
Navigant Credit Union's sponsor-wide assets have declined 0.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 050125860.