401(k) · DOL Form 5500 · 2024
Navitus Health Solutions, LLC 401(k) Plan
Data updated 2026-08-25
- $145M
- Total assets Near avg plan size
- 1,669
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $86,965
- Avg per participant Below avg balance/head
Official DOL plan name: Navitus Health Solutions, LLC Retirement Plan · Sponsored by Navitus Health Solutions, LLC · Wisconsin · Administrative & Support Services
$145M in assets, 1,669 participants
Navitus Health Solutions, LLC's Navitus Health Solutions, LLC Retirement Plan reported $145M in total assets and 1,669 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #4,207 in Administrative & Support Services (4,368 peers)
Coverage in Wisconsin
Navitus Health Solutions, LLC Retirement Plan covers 1,669 participants in Wisconsin, 3.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $145M.
- #4,207
- in Administrative & Support Services (4,368 peers)
- +26.1%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Navitus Health Solutions, LLC Retirement Plan's outsized position by total assets
Navitus Health Solutions, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$145,144,786 Top 7% higher than 93% 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
Navitus Health Solutions, LLC Retirement 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. Navitus Health Solutions, LLC Retirement Plan lands in the large band (1,669 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Navitus Health Solutions, LLC Retirement Plan reported net income rose from $22M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Navitus Health Solutions, LLC Retirement Plan reported participants rose from 1,273 in the plan year 2023 filing to 1,669 in the plan year 2024 filing.
- Navitus Health Solutions, LLC Retirement Plan end-of-year assets rose from $115M in the plan year 2023 filing to $145M in the plan year 2024 filing.
DOL schedule card
Filing strip 043608530 · Navitus Health Solutions, LLC PY 2024 · 401(k)
Navitus Health Solutions, LLC Retirement Plan · $145M · 1,669 · 93rd
- BOOK $145M
- BOOK 1,669
- BOOK 93rd
- BOOK 401(k)
- BOOK near Isuzu Companies' Savings Plan
- BOOK ind #4207
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 Wisconsin →
Navitus Health Solutions, LLC Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $145M |
| Net Income | $30M |
| Employer EIN | 043608530 |
| Plan Effective Date | 2005-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Navitus Health Solutions, LLC)
Sponsor-wide plan assets over time
All Navitus Health Solutions, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $145M 56.387244501174706% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,023 | $93M |
| 2023 | 1 | 1,273 | $115M |
| 2024 | 1 | 1,669 | $145M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Navitus Health Solutions, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Isuzu Companies' Savings Plan in CA ($145M); by covered participants it is Houlihan Lokey Retirement Savings Plan in CA (1,669 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($145M here).
- Isuzu Companies' Savings Plan (CA) $145M · 540
- Haynsworth Sinkler Boyd, P.a. 401(k) Plan (SC) $145M · 201
- Cefcu Deferred Compensation Plan and Trust (IL) $145M · 971
- Oscar Health 401(k) Plan (NY) $145M · 2,373
Similar participant headcount
Nearest other-state filings by covered participants (1,669 participants); asset peers above are excluded.
- Houlihan Lokey Retirement Savings Plan (CA) 1,669 · 0 off
- Thompson Tractor Co., Inc. Profit Sharing Plan and Trust Agreement (AL) 1,669 · 0 off
- Shopify (USA), Inc. 401(k) Plan (NY) 1,670 · 1 off
- Wheel Pros, LLC 401(k) Retirement Plan (CO) 1,670 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.