Other · DOL Form 5500 · 2024
The Navigators Retirement Plan
Data updated 2026-08-25
- $159M
- Total assets Near avg plan size
- 1,525
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $103,961
- Avg per participant Below avg balance/head
Official DOL plan name: The Navigators Basic Retirement Plan · Sponsored by The Navigators · Colorado · Other Services
$159M in assets, 1,525 participants
The Navigators's The Navigators Basic Retirement Plan reported $159M in total assets and 1,525 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.
- #7,553 in Other Services (7,719 peers)
Coverage in Colorado
The Navigators Basic Retirement Plan covers 1,525 participants in Colorado, 4.1x the typical Colorado plan (state average ~376 per filing). Assets: $159M.
- #7,553
- in Other Services (7,719 peers)
- +5.9%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
The Navigators Basic Retirement Plan's outsized position by total assets
The Navigators Basic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$158,540,949 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
The Navigators Basic 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. The Navigators Basic Retirement Plan lands in the large band (1,525 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Navigators Basic Retirement Plan reported net income fell from $18M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- The Navigators Basic Retirement Plan end-of-year assets rose from $150M in the plan year 2023 filing to $159M in the plan year 2024 filing.
- The Navigators Basic Retirement Plan reported participants fell from 1,620 in the plan year 2023 filing to 1,525 in the plan year 2024 filing.
DOL schedule card
Filing strip 846007896 · The Navigators PY 2024 · Other
The Navigators Basic Retirement Plan · $159M · 1,525 · 93rd
- RANK $159M
- RANK 1,525
- RANK 93rd
- RANK Other
- RANK near Susquehanna University Retirement Plan
- RANK ind #7553
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 Other Services retirement plans → · Plans in Colorado →
The Navigators Basic Retirement Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $150M |
|---|---|
| Net Assets (End of Year) | $159M |
| Net Income | $9M |
| Employer EIN | 846007896 |
| Plan Effective Date | 1994-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Navigators)
Sponsor-wide plan assets over time
All The Navigators plans reported in each filing year
- Latest sponsor-wide plan assets
- $279M 32.13813788562181% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,113 | $211M |
| 2023 | 2 | 3,174 | $252M |
| 2024 | 2 | 3,350 | $279M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.2B · 1,662
- Children's Hospital Colorado 403(b) Plan $1.0B · 9,224
- University of Denver Retirement Plan $909M · 7,356
- Nrel 403(b) Employee Savings Plan $625M · 3,207
- Colorado College Retirement Benefit Plan $382M · 717
The Navigators Basic Retirement Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Susquehanna University Retirement Plan in PA ($159M); by covered participants it is Palm Beach Atlantic University 403(b)(7) Plan in FL (1,526 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159M here).
- Susquehanna University Retirement Plan (PA) $159M · 495
- Fhn Matching Tax Deferred Annuity Plan (IL) $158M · 1,038
- Genesis Healthcare System Tda Thrift Plan (OH) $158M · 3,023
- Mary Free Bed Rehabilitation Hospital 403(b) Plan (MI) $158M · 2,225
Similar participant headcount
Nearest other-state filings by covered participants (1,525 participants); asset peers above are excluded.
- Palm Beach Atlantic University 403(b)(7) Plan (FL) 1,526 · 1 off
- Goodwill Industries of Central Florida 403(b) Plan (FL) 1,527 · 2 off
- Ccres 403(b) Plan (PA) 1,531 · 6 off
- Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan (NY) 1,518 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.