Civic Intelligence

Navien Inc.

Plan context: Navien 401(K) Plan

EIN 20-4419121 • Irvine, CA • 22 filings • 4 plans

20 GoodyearIrvine, CA 92618
Current Snapshot

Latest Year

2024

2024 Participants

226

2024 Assets

$14,084,635

2024 Contributions

$1,812,050

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$14,084,635$7,042,318$0201120182024YearValue
$14,084,635Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2261130201120182024YearValue
226Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242226$14,084,635$1,812,050$8,018iApproximate average salary by contribution assumption: employee only about $200,448 at 4% or $133,632 at 6%; with 50% employer match about $133,632 at 4% or $89,088 at 6%; with 100% employer match about $100,224 at 4% or $66,816 at 6%.
Navien 401(K) Plan-179$14,084,635$1,812,050$10,123iApproximate average salary by contribution assumption: employee only about $253,080 at 4% or $168,720 at 6%; with 50% employer match about $168,720 at 4% or $112,480 at 6%; with 100% employer match about $126,540 at 4% or $84,360 at 6%.
Navien Inc. Health and Welfare Plan-226---
20232208$10,757,518$1,536,198$7,386iApproximate average salary by contribution assumption: employee only about $184,639 at 4% or $123,093 at 6%; with 50% employer match about $123,093 at 4% or $82,062 at 6%; with 100% employer match about $92,320 at 4% or $61,546 at 6%.
Navien 401(K) Plan-184$10,757,518$1,536,198$8,349iApproximate average salary by contribution assumption: employee only about $208,723 at 4% or $139,148 at 6%; with 50% employer match about $139,148 at 4% or $92,766 at 6%; with 100% employer match about $104,361 at 4% or $69,574 at 6%.
Navien Inc. Health and Welfare Plan-208---
20222157$7,977,834$1,521,462$9,691iApproximate average salary by contribution assumption: employee only about $242,271 at 4% or $161,514 at 6%; with 50% employer match about $161,514 at 4% or $107,676 at 6%; with 100% employer match about $121,136 at 4% or $80,757 at 6%.
Navien 401(K) Plan-157$7,977,834$1,521,462$9,691iApproximate average salary by contribution assumption: employee only about $242,271 at 4% or $161,514 at 6%; with 50% employer match about $161,514 at 4% or $107,676 at 6%; with 100% employer match about $121,136 at 4% or $80,757 at 6%.
Navien Inc. Health and Welfare Plan-140---
20212166$8,728,929$1,265,472$7,623iApproximate average salary by contribution assumption: employee only about $190,583 at 4% or $127,055 at 6%; with 50% employer match about $127,055 at 4% or $84,704 at 6%; with 100% employer match about $95,292 at 4% or $63,528 at 6%.
Navien 401(K) Plan-137$8,728,929$1,265,472$9,237iApproximate average salary by contribution assumption: employee only about $230,926 at 4% or $153,950 at 6%; with 50% employer match about $153,950 at 4% or $102,634 at 6%; with 100% employer match about $115,463 at 4% or $76,975 at 6%.
Navien Inc. Health and Welfare Plan-166---
20202149$6,776,181$1,098,586$7,373iApproximate average salary by contribution assumption: employee only about $184,327 at 4% or $122,884 at 6%; with 50% employer match about $122,884 at 4% or $81,923 at 6%; with 100% employer match about $92,163 at 4% or $61,442 at 6%.
Navien 401(K) Plan-133$6,776,181$1,098,586$8,260iApproximate average salary by contribution assumption: employee only about $206,501 at 4% or $137,667 at 6%; with 50% employer match about $137,667 at 4% or $91,778 at 6%; with 100% employer match about $103,251 at 4% or $68,834 at 6%.
Navien Inc. Health and Welfare Plan-149---
20192140$5,043,167$915,569$6,540iApproximate average salary by contribution assumption: employee only about $163,494 at 4% or $108,996 at 6%; with 50% employer match about $108,996 at 4% or $72,664 at 6%; with 100% employer match about $81,747 at 4% or $54,498 at 6%.
Navien 401(K) Plan-96$5,043,167$915,569$9,537iApproximate average salary by contribution assumption: employee only about $238,429 at 4% or $158,953 at 6%; with 50% employer match about $158,953 at 4% or $105,969 at 6%; with 100% employer match about $119,215 at 4% or $79,476 at 6%.
Navien Inc. Health and Welfare Plan-140---
20182131$3,447,647$741,967$5,664iApproximate average salary by contribution assumption: employee only about $141,597 at 4% or $94,398 at 6%; with 50% employer match about $94,398 at 4% or $62,932 at 6%; with 100% employer match about $70,798 at 4% or $47,199 at 6%.
Navien 401(K) Plan-81$3,447,647$741,967$9,160iApproximate average salary by contribution assumption: employee only about $229,002 at 4% or $152,668 at 6%; with 50% employer match about $152,668 at 4% or $101,779 at 6%; with 100% employer match about $114,501 at 4% or $76,334 at 6%.
Navien Inc. Health and Welfare Plan-131---
20172120$3,293,239$593,939$4,949iApproximate average salary by contribution assumption: employee only about $123,737 at 4% or $82,492 at 6%; with 50% employer match about $82,492 at 4% or $54,994 at 6%; with 100% employer match about $61,869 at 4% or $41,246 at 6%.
Navien 401(K) Plan-70$3,293,239$593,939$8,485iApproximate average salary by contribution assumption: employee only about $212,121 at 4% or $141,414 at 6%; with 50% employer match about $141,414 at 4% or $94,276 at 6%; with 100% employer match about $106,061 at 4% or $70,707 at 6%.
Navien Inc. Health and Welfare Plan-120---
2016166$2,329,061$640,340$9,702iApproximate average salary by contribution assumption: employee only about $242,553 at 4% or $161,702 at 6%; with 50% employer match about $161,702 at 4% or $107,801 at 6%; with 100% employer match about $121,277 at 4% or $80,851 at 6%.
Navien 401(K) Plan-66$2,329,061$640,340$9,702iApproximate average salary by contribution assumption: employee only about $242,553 at 4% or $161,702 at 6%; with 50% employer match about $161,702 at 4% or $107,801 at 6%; with 100% employer match about $121,277 at 4% or $80,851 at 6%.
2015163$1,580,301$610,739$9,694iApproximate average salary by contribution assumption: employee only about $242,357 at 4% or $161,571 at 6%; with 50% employer match about $161,571 at 4% or $107,714 at 6%; with 100% employer match about $121,178 at 4% or $80,786 at 6%.
Navien 401(K) Plan-63$1,580,301$610,739$9,694iApproximate average salary by contribution assumption: employee only about $242,357 at 4% or $161,571 at 6%; with 50% employer match about $161,571 at 4% or $107,714 at 6%; with 100% employer match about $121,178 at 4% or $80,786 at 6%.
2014156$1,076,365$395,929$7,070iApproximate average salary by contribution assumption: employee only about $176,754 at 4% or $117,836 at 6%; with 50% employer match about $117,836 at 4% or $78,557 at 6%; with 100% employer match about $88,377 at 4% or $58,918 at 6%.
Navien 401(K) Plan-56$1,076,365$395,929$7,070iApproximate average salary by contribution assumption: employee only about $176,754 at 4% or $117,836 at 6%; with 50% employer match about $117,836 at 4% or $78,557 at 6%; with 100% employer match about $88,377 at 4% or $58,918 at 6%.
2013147$660,349$288,886$6,147iApproximate average salary by contribution assumption: employee only about $153,663 at 4% or $102,442 at 6%; with 50% employer match about $102,442 at 4% or $68,295 at 6%; with 100% employer match about $76,831 at 4% or $51,221 at 6%.
Navien 401(K) Plan-47$660,349$288,886$6,147iApproximate average salary by contribution assumption: employee only about $153,663 at 4% or $102,442 at 6%; with 50% employer match about $102,442 at 4% or $68,295 at 6%; with 100% employer match about $76,831 at 4% or $51,221 at 6%.
2012130$334,553$265,798$8,860iApproximate average salary by contribution assumption: employee only about $221,498 at 4% or $147,666 at 6%; with 50% employer match about $147,666 at 4% or $98,444 at 6%; with 100% employer match about $110,749 at 4% or $73,833 at 6%.
Navien 401(K) Plan-30$334,553$265,798$8,860iApproximate average salary by contribution assumption: employee only about $221,498 at 4% or $147,666 at 6%; with 50% employer match about $147,666 at 4% or $98,444 at 6%; with 100% employer match about $110,749 at 4% or $73,833 at 6%.
2011117$113,863$131,757$7,750iApproximate average salary by contribution assumption: employee only about $193,760 at 4% or $129,174 at 6%; with 50% employer match about $129,174 at 4% or $86,116 at 6%; with 100% employer match about $96,880 at 4% or $64,587 at 6%.
Navien 401(K) Plan-17$113,863$131,757$7,750iApproximate average salary by contribution assumption: employee only about $193,760 at 4% or $129,174 at 6%; with 50% employer match about $129,174 at 4% or $86,116 at 6%; with 100% employer match about $96,880 at 4% or $64,587 at 6%.