401(k) · DOL Form 5500 · 2022

Ozarks Heritage Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
75
Participants Small participant base
48th
Percentile by assets National rank
$60,256
Avg per participant Low balance/head
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Official DOL plan name: Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust · Sponsored by Ozarks Heritage Financial Group, Inc. · Missouri · Finance & Insurance

$5M in assets, 75 participants

Ozarks Heritage Financial Group, Inc.'s Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust reported $5M in total assets and 75 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,121 in Finance & Insurance (9,261 peers)

Ozarks Heritage Financial Group, Inc. multi-year trail

Ozarks Heritage Financial Group, Inc.'s plans moved +62.6% in assets from 2022 to 2024; this filing shows Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust at $5M / 75 participants.

#3,121
in Finance & Insurance (9,261 peers)
+11.8%
assets growth YoY

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust's mid-pack asset rank among Finance & Insurance and all filers

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust vs every filed plan by assets

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

$4,519,163 48th percentile higher than 48% 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

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust is a small filing (75 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 331036006 · Ozarks Heritage Financial Group, Inc. PY 2022 · 401(k)

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust · $5M · 75 · 48th

  • PART $5M
  • TYPE 75
  • NET 48th
  • BOOK 401(k)
  • VS-ST near Indecomm Holdings Inc 401(k) Profit Sharing Plan & Trust
  • BOY ind #3121

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 Missouri →

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust in the asset neighbourhood

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing TrustOzarks Heritage Financial Gr…$5MIndecomm Holdings Inc 401(k) Profit Sharing Plan & TrustIndecomm Holdings Inc 401(k)…$5MBeauty Industry Group 401(k) PlanBeauty Industry Group 401(k)…$5MAnderson Excavating 401(k) PlanAnderson Excavating 401(k) P…$5MTateh Productions, Inc. 401(k) Profit Sharing Plan & TrustTateh Productions, Inc. 401(…$5M
End-of-year total assets ($M) among Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ozarks Heritage Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ozarks Heritage Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 62.57625582436393% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.52M $7.35M ▲ +62.6%
Year Plans Participants Total Assets
2022 1 75 $5M
2023 1 117 $6M
2024 1 144 $7M

Ozarks Heritage Financial Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$476K
Employer EIN331036006
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust, Total assets ($B): 0.004519163 · Participants: 75Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing TrustBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust side-by-side with 3 peers →

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Indecomm Holdings Inc 401(k) Profit Sharing Plan & Trust in NJ ($5M); by covered participants it is The Miller Timber Services Inc Retirement Plan in OR (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust assets move in 2022? ▼
Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust grew at a solid clip - up 11.8% during 2022, from $4M to $5M. Reported net income was $476K.
How have Ozarks Heritage Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozarks Heritage Financial Group, Inc.'s sponsor-wide assets grew 62.6%, from $5M to $7M.
Which 401(k) plans are similar in size to Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Indecomm Holdings Inc 401(k) Profit Sharing Plan & Trust in NJ ($5M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Miller Timber Services Inc Retirement Plan in OR (75 participants, $5M 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 331036006.

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.