401(k) · DOL Form 5500 · 2024

Navian Capital, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 70
Participants Small participant base: 46th
Percentile by assets National rank: $88,547
Avg per participant Below avg balance/head

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Official DOL plan name: Navian Capital, LLC 401(k) P/S Plan · Sponsored by Navian Capital, LLC · Ohio · Finance & Insurance

$6M in assets, 70 participants

Navian Capital, LLC's Navian Capital, LLC 401(k) P/S Plan reported $6M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

#2,689 in Finance & Insurance (8,549 peers)

Navian Capital, LLC multi-year trail

Navian Capital, LLC's plans moved +26.0% in assets from 2023 to 2024; this filing shows Navian Capital, LLC 401(k) P/S Plan at $6M / 70 participants.

#2,689
in Finance & Insurance (8,549 peers): +26.0%
assets growth YoY

Navian Capital, LLC 401(k) P/S Plan's mid-pack asset rank among Finance & Insurance and all filers

Navian Capital, LLC 401(k) P/S Plan vs every filed plan by assets

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

$6,198,260 46th percentile higher than 46% 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

Navian Capital, LLC 401(k) P/S Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Navian Capital, LLC 401(k) P/S Plan is a small filing (70 participants) on this national headcount ladder.

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%)

Navian Capital, LLC 401(k) P/S Plan reported participants fell from 107 in the plan year 2023 filing to 70 in the plan year 2024 filing.
Navian Capital, LLC 401(k) P/S Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Navian Capital, LLC 401(k) P/S Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 141928469 · Navian Capital, LLC PY 2024 · 401(k)

Navian Capital, LLC 401(k) P/S Plan · $6M · 70 · 46th

PHOTO $6M
IND 70
EOY 46th
5500 401(k)
ASSETS near Ebrm 401(k) Plan
PCT ind #2689

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 Finance & Insurance retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Navian Capital, LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Navian Capital, LLC multi-year asset trail

Latest sponsor-wide plan assets: $6M 26.046787060227423% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	107	$5M
2024	1	70	$6M

Navian Capital, LLC filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$1M
Employer EIN	141928469
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Navian Capital, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Aerospace Retirement Savings Plan $14.7B · 45,620
The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
The Progressive 401(k) Plan $11.5B · 62,521
The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
Parker Retirement Savings Plan $9.0B · 26,315

Compare Navian Capital, LLC 401(k) P/S Plan side-by-side with 3 peers →

Navian Capital, LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ebrm 401(k) Plan in IL ($6M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Ebrm 401(k) Plan (IL) $6M · 37
High Mark Construction LLC 401(k) Profit Sharing Plan (NV) $6M · 104
Electricfil Corporation 401(k) Retirement Savings Plan (AL) $6M · 116
California Sensor Corp. 401(k) Profit Sharing Plan and Trust (CA) $6M · 35

Similar participant headcount

Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.

Revenir Energy Services LLC 401(k) Plan (CO) 70 · 0 off
Bogota Savings Bank 401(k) Savings Plan (NJ) 70 · 0 off
Quebedeaux Pontiac Gmc 401(k) Plan (AZ) 70 · 0 off
Chairish, Inc. 401(k) Plan (CA) 70 · 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 Navian Capital, LLC 401(k) P/S Plan assets move in 2024? ▼

Navian Capital, LLC 401(k) P/S Plan grew sharply - up 26.0% during 2024, from $5M to $6M. Reported net income was $1M.

How have Navian Capital, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Navian Capital, LLC's sponsor-wide assets grew 26.0%, from $5M to $6M.

Which 401(k) plans are similar in size to Navian Capital, LLC 401(k) P/S Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ebrm 401(k) Plan in IL ($6M, 37 participants).

Which 401(k) plans cover a similar participant headcount to Navian Capital, LLC 401(k) P/S Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Revenir Energy Services LLC 401(k) Plan in CO (70 participants, N/A 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 141928469.