401(k) · DOL Form 5500 · 2022

The Commercial Bank of Ozark 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
38th
Percentile by assets National rank
$137,208
Avg per participant Near avg balance/head
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Official DOL plan name: The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan · Sponsored by The Commercial Bank of Ozark · Alabama · Finance & Insurance

$3M in assets, 19 participants

The Commercial Bank of Ozark's The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan reported $3M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,370 in Finance & Insurance (9,261 peers)

The Commercial Bank of Ozark multi-year trail

The Commercial Bank of Ozark's plans moved +11.9% in assets from 2022 to 2024; this filing shows The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan at $3M / 19 participants.

#2,370
in Finance & Insurance (9,261 peers)
-17.7%
assets change YoY

The plan reported a net loss of $562K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,606,958 38th percentile higher than 38% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan is a small filing (19 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 630393244 · The Commercial Bank of Ozark PY 2022 · 401(k)

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan · $3M · 19 · 38th

  • TYPE $3M
  • NET 19
  • BOOK 38th
  • VS-ST 401(k)
  • BOY near Aschenbach Auto Group 401(k) Plan
  • SCH ind #2370

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 Alabama →

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan in the asset neighbourhood

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement PlanThe Commercial Bank of Ozark…$3MAschenbach Auto Group 401(k) PlanAschenbach Auto Group 401(k)…$3MRbr Management LLC 401(k) Profit Sharing Plan & TrustRbr Management LLC 401(k) Pr…$3MSam Asher Computing Services, Inc. 401(k) Profit Sharing PlanSam Asher Computing Services…$3MOld Waverly Golf Club 401(k) PlanOld Waverly Golf Club 401(k)…$3M
End-of-year total assets ($M) among The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Commercial Bank of Ozark multi-year asset trail

Sponsor-wide plan assets over time

All The Commercial Bank of Ozark plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.899539616672% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.61M $2.92M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 19 $3M
2024 1 18 $3M

The Commercial Bank of Ozark filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$562K
Employer EIN630393244
Plan Effective Date1973-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan, Total assets ($B): 0.002606958 · Participants: 19The Commercial Bank of Ozark 401(k) Profit Sharing Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan side-by-side with 3 peers →

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Aschenbach Auto Group 401(k) Plan in PA ($3M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan assets move in 2022? ▼
The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan declined sharply - down 17.7% during 2022, from $3M to $3M. Reported net income was -$562K.
How have The Commercial Bank of Ozark plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Commercial Bank of Ozark's sponsor-wide assets grew 11.9%, from $3M to $3M.
Which 401(k) plans are similar in size to The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aschenbach Auto Group 401(k) Plan in PA ($3M, 121 participants).
Which 401(k) plans cover a similar participant headcount to The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630393244.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.