401(k) · DOL Form 5500 · 2024

Navien, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 186
Participants Below avg headcount: 63rd
Percentile by assets National rank: $75,724
Avg per participant Below avg balance/head

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Official DOL plan name: Navien 401(k) Plan · Sponsored by Navien, Inc. · California · Manufacturing

$14M in assets, 186 participants

Navien, Inc.'s Navien 401(k) Plan reported $14M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

#9,018 in Manufacturing (17,777 peers)

Coverage in California

Navien 401(k) Plan covers 186 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $14M.

#9,018
in Manufacturing (17,777 peers): +30.9%
assets growth YoY

Navien 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Navien 401(k) Plan vs every filed plan by assets

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

$14,084,635 Top 37% higher than 63% 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

Navien 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. Navien 401(k) Plan sits mid-pack in the medium band (186 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Navien 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Navien 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Navien 401(k) Plan reported participants rose from 157 in the plan year 2023 filing to 186 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 204419121 · Navien, Inc. PY 2024 · 401(k)

Navien 401(k) Plan · $14M · 186 · 63rd

BOOK $14M
BOOK 186
BOOK 63rd
BOOK 401(k)
BOOK near Kimchuk Savings and Retirement Plan
BOOK ind #9018

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 Manufacturing retirement plans → · Plans in California →

End-of-year total assets ($M) among Navien 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$14M
Net Income	$3M
Employer EIN	204419121
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Navien, Inc.)

Latest sponsor-wide plan assets: $14M 76.54710539226562% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	139	$8M
2023	1	157	$11M
2024	1	186	$14M

Nearby 401(k) Plans in California

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

Navien 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Navien 401(k) Plan side-by-side with 3 peers →

Navien 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kimchuk Savings and Retirement Plan in CT ($14M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Kimchuk Savings and Retirement Plan (CT) $14M · 74
Downtown Women Ob/Gyn Associates, LLP 401(k) Plan (NY) $14M · 46
Weil Foot & Ankle Management LLC 401(k) Plan (IL) $14M · 259
Patriot National Inc. 401(k) Employee Savings Plan (FL) $14M · N/A

Similar participant headcount

Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.

Recovery Unplugged 401(k) Plan (FL) 186 · 0 off
Playstudios US, LLC 401(k) Plan (NV) 186 · 0 off
Clippard 401(k)/ Profit Sharing Plan (OH) 186 · 0 off
The Apex Paper Box Company Profit-Sharing & Savings Plan (OH) 186 · 0 off

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 Navien 401(k) Plan assets move in 2024? ▼

Navien 401(k) Plan surged - up 30.9% during 2024, from $11M to $14M. Reported net income was $3M.

How have Navien, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Navien, Inc.'s sponsor-wide assets grew 76.5%, from $8M to $14M.

Which 401(k) plans are similar in size to Navien 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kimchuk Savings and Retirement Plan in CT ($14M, 74 participants).

Which 401(k) plans cover a similar participant headcount to Navien 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Recovery Unplugged 401(k) Plan in FL (186 participants, $859K 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 204419121.