401(k) · DOL Form 5500 · 2022

Bank Ozk 401(k) Plan

Data updated 2026-08-25

$239M
Total assets Near avg plan size
2,594
Participants Above avg headcount
96th
Percentile by assets National rank
$91,992
Avg per participant Below avg balance/head
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Official DOL plan name: Bank Ozk 401(k) Retirement Savings Plan · Sponsored by Bank Ozk · Arkansas · Finance & Insurance

$239M in assets, 2,594 participants

Bank Ozk's Bank Ozk 401(k) Retirement Savings Plan reported $239M in total assets and 2,594 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,656 in Finance & Insurance (9,261 peers)

Where Bank Ozk 401(k) Retirement Savings Plan sits by assets

Bank Ozk 401(k) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $239M for 2,594 participants (~$91,992/participant), down 13.1% in 2022.

#8,656
in Finance & Insurance (9,261 peers)
-13.1%
assets change YoY
2.4×
vs typical plan assets (national mean)

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank Ozk 401(k) Retirement Savings Plan's outsized position by total assets

Bank Ozk 401(k) Retirement Savings Plan vs every filed plan by assets

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

$238,627,873 Top 4% higher than 96% 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

Bank Ozk 401(k) Retirement Savings 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. Bank Ozk 401(k) Retirement Savings Plan lands in the large band (2,594 participants).

EBSA filing schedule strip

Filing strip 710130170 · Bank Ozk PY 2022 · 401(k)

Bank Ozk 401(k) Retirement Savings Plan · $239M · 2,594 · 96th

  • NET $239M
  • NET 2,594
  • NET 96th
  • NET 401(k)
  • NET near Pjtc Holdings, Inc. 401(k) Savings and Profit Sharing Plan
  • NET ind #8656

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 Arkansas →

Bank Ozk 401(k) Retirement Savings Plan in the asset neighbourhood

Athene Savings & Retirement PlanAthene Savings & Retirement …$239MPjtc Holdings, Inc. 401(k) Savings and Profit Sharing PlanPjtc Holdings, Inc. 401(k) S…$239MBank Ozk 401(k) Retirement Savings PlanBank Ozk 401(k) Retirement S…$239MLeidos Biomedical Research, Inc. Capital Accumulation PlanLeidos Biomedical Research, …$239MAwg, Inc Restated 401(k) Plan$239M
End-of-year total assets ($M) among Bank Ozk 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$275M
Net Assets (End of Year)$239M
Net Income-$36M
Employer EIN710130170
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank Ozk)

Sponsor-wide plan assets over time

All Bank Ozk plans reported in each filing year

Latest sponsor-wide plan assets
$294M 23.111765321731717% vs 2022
2024 filing year
$220M$240M$260M$280M$300M$320M 202220232024 $239M $294M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 2,594 $239M
2023 1 2,691 $302M
2024 1 2,788 $294M

Nearby 401(k) Plans in Arkansas

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

Bank Ozk 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -10010203040 Total assets ($B) Participants Bank Ozk 401(k) Retirement Savings Plan, Total assets ($B): 0.238627873 · Participants: 2594Bank Ozk 401(k) Retirement Savings PlanWalmart 401(k) Plan, Total assets ($B): 36.747577034 · Participants: 1687830Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.240139798 · Participants: 109234Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.448802275 · Participants: 30577Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.120265109 · Participants: 34174J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.09987819 · Participants: 10984Windstream 401(k) Plan
Bank Ozk 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Bank Ozk 401(k) Retirement Savings Plan side-by-side with 3 peers →

Bank Ozk 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Pjtc Holdings, Inc. 401(k) Savings and Profit Sharing Plan in PA ($239M); by covered participants it is Employees' Profit Sharing Plus Plan of Stihl Incorporated in VA (2,593 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($239M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,594 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 Bank Ozk 401(k) Retirement Savings Plan assets move in 2022? ▼
Bank Ozk 401(k) Retirement Savings Plan pulled back noticeably - down 13.1% during 2022, from $275M to $239M. Reported net income was -$36M.
How have Bank Ozk plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank Ozk's sponsor-wide assets grew 23.1%, from $239M to $294M.
Where does Bank Ozk 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Bank Ozk 401(k) Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Bank Ozk 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pjtc Holdings, Inc. 401(k) Savings and Profit Sharing Plan in PA ($239M, 652 participants).
Which 401(k) plans cover a similar participant headcount to Bank Ozk 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employees' Profit Sharing Plus Plan of Stihl Incorporated in VA (2,593 participants, $249M 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 710130170.

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.