401(k) · DOL Form 5500 · 2022

Change Academy at Lake of the Ozarks, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,156
Participants Near avg headcount
65th
Percentile by assets National rank
$8,687
Avg per participant Low balance/head
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Official DOL plan name: Embark Behavioral Health 401(k) Plan · Sponsored by Change Academy at Lake of the Ozarks, LLC · Arizona · Professional & Technical Services

$10M in assets, 1,156 participants

Change Academy at Lake of the Ozarks, LLC's Embark Behavioral Health 401(k) Plan reported $10M in total assets and 1,156 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,737 in Professional & Technical Services (21,562 peers)

Coverage in Arizona

Embark Behavioral Health 401(k) Plan covers 1,156 participants in Arizona, 2.1x the typical Arizona plan (state average ~564 per filing). Assets: $10M.

#13,737
in Professional & Technical Services (21,562 peers)
-3.5%
assets change YoY

The plan reported a net loss of $432K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Embark Behavioral Health 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Embark Behavioral Health 401(k) Plan vs every filed plan by assets

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

$10,042,575 Top 35% higher than 65% 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

Embark Behavioral Health 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Embark Behavioral Health 401(k) Plan lands in the large band (1,156 participants).

DOL schedule card

Filing strip 263297560 · Change Academy at Lake of the Ozarks, LLC PY 2022 · 401(k)

Embark Behavioral Health 401(k) Plan · $10M · 1,156 · 65th

  • EBSA $10M
  • EBSA 1,156
  • EBSA 65th
  • EBSA 401(k)
  • EBSA near Country Select Catfish 401(k) Plan
  • EBSA ind #13737

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Embark Behavioral Health 401(k) Plan in the asset neighbourhood

Embark Behavioral Health 401(k) PlanEmbark Behavioral Health 401…$10MCountry Select Catfish 401(k) PlanCountry Select Catfish 401(k…$10MPeople's Bank of Commerce 401(k) PlanPeople's Bank of Commerce 40…$10MComco, Inc. Employees Profit Sharing PlanComco, Inc. Employees Profit…$10MParagon 28, Inc. 401(k) Plan$10M
End-of-year total assets ($M) among Embark Behavioral Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$432K
Employer EIN263297560
Plan Effective Date2006-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Change Academy at Lake of the Ozarks, LLC)

Sponsor-wide plan assets over time

All Change Academy at Lake of the Ozarks, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 62.053118846510976% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10M $16.3M ▲ +62.1%
Year Plans Participants Total Assets
2022 1 1,156 $10M
2023 1 1,425 $14M
2024 1 1,435 $16M

Nearby 401(k) Plans in Arizona

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

Embark Behavioral Health 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Embark Behavioral Health 401(k) Plan, Total assets ($B): 0.010042575 · Participants: 1156Embark Behavioral Health 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Embark Behavioral Health 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Embark Behavioral Health 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Country Select Catfish 401(k) Plan in MS ($10M); by covered participants it is Goodwill of the Olympics and Rainier Region 401(k) Plan in WA (1,156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,156 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 Embark Behavioral Health 401(k) Plan assets move in 2022? ▼
Embark Behavioral Health 401(k) Plan edged down modestly - down 3.5% during 2022, from $10M to $10M. Reported net income was -$432K.
How have Change Academy at Lake of the Ozarks, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Change Academy at Lake of the Ozarks, LLC's sponsor-wide assets grew 62.1%, from $10M to $16M.
Which 401(k) plans are similar in size to Embark Behavioral Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Country Select Catfish 401(k) Plan in MS ($10M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Embark Behavioral Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Goodwill of the Olympics and Rainier Region 401(k) Plan in WA (1,156 participants, $3M 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 263297560.

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.