OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 5, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OZARKS HERITAGE FINANCIAL GROUP, INC.

This 401(k) plan holds N/A in total assets and serves 75 participants as of 2022. It is sponsored by OZARKS HERITAGE FINANCIAL GROUP, INC. in Missouri.

Total Assets (2023)

N/A

Participants

State

Missouri

Industry

Finance & Insurance

What the Filing Says About OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST

OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST is a 401(k) retirement plan sponsored by OZARKS HERITAGE FINANCIAL GROUP, INC., headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 75 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 331036006, and the plan has been effective since 1999-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	N/A
Total Assets (End of Year)	N/A
Net Assets (End of Year)	N/A
Plan Type	401(k)
Employer EIN	331036006
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (OZARKS HERITAGE FINANCIAL GROUP, INC.)

Year	Plans	Participants	Total Assets
2022	1	75	N/A
2023	1	117	N/A
2024	1	144	$7M

Nearby 401(k) Plans in Missouri

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

EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN $10.6B · 49,944
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN $10.3B · 19,273
ENTERPRISE HOLDINGS RETIREMENT SAVINGS PLAN $5.6B · 66,210
CENTENE MANAGEMENT CORPORATION RETIREMENT PLAN $4.0B · 53,822
EMERSON ELECTRIC COMPANY EMPLOYEE SAVINGS INVESTMENT PLAN $3.6B · 10,316

Compare OZARKS HERITAGE FINANCIAL GROUP, INC. 40… side-by-side with 3 peers →

Related Data

Guides

Related Data on Other Portals

Pension Fund Data

Public pension plan financial data — funding ratios, investment returns, and benefit structures. PlainPension.

Medicare Plan Data

Medicare Advantage and Part D plan costs, coverage, and star ratings for retirees. PlainMedicare.

Salary Data

BLS salary data for 831 occupations in Missouri. WageDex.

Cost of Living Data

BEA Regional Price Parities for 387 metros — compare purchasing power for retirement planning. PlainCost.

Frequently Asked Questions

How much money is in the OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST? ▼

As of the 2022 Form 5500 filing, OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST holds N/A in total assets with 75 participants. It is sponsored by OZARKS HERITAGE FINANCIAL GROUP, INC..

What type of plan is OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST? ▼

OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST is a 401(k) plan. It has been effective since 1999-01-01. The plan is filed with the U.S. Department of Labor under EIN 331036006.

Who sponsors the OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST? ▼

OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST is sponsored by OZARKS HERITAGE FINANCIAL GROUP, INC., located in Missouri. The sponsor's EIN is 331036006 and the plan operates in the Finance & Insurance industry.

How did OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST perform in 2022? ▼

OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST held N/A in total assets at the end of 2022.

Where can I find official filings for OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST? ▼

Official Form 5500 filings for OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 331036006 or plan name at efast.dol.gov.

How does OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST compare to other plans? ▼

You can compare OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST against other 401(k) plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.