401(k) · DOL Form 5500 · 2022

Ozark Trucking Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
85
Participants Small participant base
74th
Percentile by assets National rank
$188,419
Avg per participant Above avg balance/head
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Official DOL plan name: Ozark Trucking, Inc. 401(k) Plan & Trust · Sponsored by Ozark Trucking Inc. · California · Transportation & Warehousing

$16M in assets, 85 participants

Ozark Trucking Inc.'s Ozark Trucking, Inc. 401(k) Plan & Trust reported $16M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,893 in Transportation & Warehousing (3,876 peers)

Ozark Trucking Inc. multi-year trail

Ozark Trucking Inc.'s plans moved +17.8% in assets from 2022 to 2024; this filing shows Ozark Trucking, Inc. 401(k) Plan & Trust at $16M / 85 participants.

#2,893
in Transportation & Warehousing (3,876 peers)
-13.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ozark Trucking, Inc. 401(k) Plan & Trust's outsized position by total assets

Ozark Trucking, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$16,015,589 Top 26% higher than 74% 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

Ozark Trucking, Inc. 401(k) Plan & 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. Ozark Trucking, Inc. 401(k) Plan & Trust is a small filing (85 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 930999634 · Ozark Trucking Inc. PY 2022 · 401(k)

Ozark Trucking, Inc. 401(k) Plan & Trust · $16M · 85 · 74th

  • EIN $16M
  • RANK 85
  • PHOTO 74th
  • IND 401(k)
  • EOY near Chargeurs Protective Inc 401(k) Profit Sharing Plan & Trust
  • 5500 ind #2893

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 Transportation & Warehousing retirement plans → · Plans in California →

Ozark Trucking, Inc. 401(k) Plan & Trust in the asset neighbourhood

Ozark Trucking, Inc. 401(k) Plan & TrustOzark Trucking, Inc. 401(k) …$16MChargeurs Protective Inc 401(k) Profit Sharing Plan & TrustChargeurs Protective Inc 401…$16MRover.Com 401(k) Plan$16MAlexander Thompson Arnold PLLC 401(k) PlanAlexander Thompson Arnold PL…$16MAnchor Construction Corporation 401(k) Retirement PlanAnchor Construction Corporat…$16M
End-of-year total assets ($M) among Ozark Trucking, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ozark Trucking Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ozark Trucking Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 17.8090047140945% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16M $18.9M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 85 $16M
2023 1 83 $18M
2024 1 77 $19M

Ozark Trucking Inc. filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN930999634
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ozark Trucking, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ozark Trucking, Inc. 401(k) Plan & Trust, Total assets ($B): 0.016015589 · Participants: 85Ozark Trucking, Inc. 401(k) Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Ozark Trucking, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Ozark Trucking, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Ozark Trucking, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chargeurs Protective Inc 401(k) Profit Sharing Plan & Trust in OH ($16M); by covered participants it is Dwight W. Andrus Insurance, Inc. 401(k) Plan in LA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Ozark Trucking, Inc. 401(k) Plan & Trust assets move in 2022? ▼
Ozark Trucking, Inc. 401(k) Plan & Trust pulled back noticeably - down 13.2% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Ozark Trucking Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozark Trucking Inc.'s sponsor-wide assets grew 17.8%, from $16M to $19M.
Which 401(k) plans are similar in size to Ozark Trucking, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Chargeurs Protective Inc 401(k) Profit Sharing Plan & Trust in OH ($16M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Ozark Trucking, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dwight W. Andrus Insurance, Inc. 401(k) Plan in LA (85 participants, $7M 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 930999634.

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.