401(k) · DOL Form 5500 · 2022

Ozark Motor Lines, Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
881
Participants Near avg headcount
70th
Percentile by assets National rank
$14,484
Avg per participant Low balance/head
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Official DOL plan name: Ozark Motor Lines, Inc 401(k) Plan & Trust · Sponsored by Ozark Motor Lines, Inc · Tennessee · Transportation & Warehousing

$13M in assets, 881 participants

Ozark Motor Lines, Inc's Ozark Motor Lines, Inc 401(k) Plan & Trust reported $13M in total assets and 881 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,758 in Transportation & Warehousing (3,876 peers)

Ozark Motor Lines, Inc multi-year trail

Ozark Motor Lines, Inc's plans moved +38.1% in assets from 2022 to 2024; this filing shows Ozark Motor Lines, Inc 401(k) Plan & Trust at $13M / 881 participants.

#2,758
in Transportation & Warehousing (3,876 peers)
-22.4%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$12,760,615 Top 30% higher than 70% 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 Motor Lines, Inc 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ozark Motor Lines, Inc 401(k) Plan & Trust sits mid-pack in the medium band (881 participants).

EBSA filing schedule strip

Filing strip 620791191 · Ozark Motor Lines, Inc PY 2022 · 401(k)

Ozark Motor Lines, Inc 401(k) Plan & Trust · $13M · 881 · 70th

  • RANK $13M
  • PHOTO 881
  • IND 70th
  • EOY 401(k)
  • 5500 near Rockland Capital, LP 401(k) Plan
  • ASSETS ind #2758

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 Tennessee →

Ozark Motor Lines, Inc 401(k) Plan & Trust in the asset neighbourhood

Ozark Motor Lines, Inc 401(k) Plan & TrustOzark Motor Lines, Inc 401(k…$13MRockland Capital, LP 401(k) PlanRockland Capital, LP 401(k) …$13MThe Kleingers Group Retirement Savings PlanThe Kleingers Group Retireme…$13MRed Stone Equity Partners, LLC 401(k) PlanRed Stone Equity Partners, L…$13MEmployees' Savings Plan of Standard Laboratories, Inc.Employees' Savings Plan of S…$13M
End-of-year total assets ($M) among Ozark Motor Lines, Inc 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ozark Motor Lines, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Ozark Motor Lines, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$18M 38.078948389242996% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.8M $17.6M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 881 $13M
2023 1 882 $15M
2024 1 877 $18M

Ozark Motor Lines, Inc filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$4M
Employer EIN620791191
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Ozark Motor Lines, Inc 401(k) Plan & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Ozark Motor Lines, Inc 401(k) Plan & Trust, Total assets ($B): 0.012760615 · Participants: 881Ozark Motor Lines, Inc 401(k) Plan & TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Ozark Motor Lines, Inc 401(k) Plan & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Ozark Motor Lines, Inc 401(k) Plan & Trust side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Rockland Capital, LP 401(k) Plan in TX ($13M); by covered participants it is Api Technologies, Corporation 401(k) Plan in PA (881 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (881 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 Motor Lines, Inc 401(k) Plan & Trust assets move in 2022? ▼
Ozark Motor Lines, Inc 401(k) Plan & Trust declined sharply - down 22.4% during 2022, from $16M to $13M. Reported net income was -$4M.
How have Ozark Motor Lines, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozark Motor Lines, Inc's sponsor-wide assets grew 38.1%, from $13M to $18M.
Which 401(k) plans are similar in size to Ozark Motor Lines, Inc 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rockland Capital, LP 401(k) Plan in TX ($13M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Ozark Motor Lines, Inc 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Api Technologies, Corporation 401(k) Plan in PA (881 participants, $68M 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 620791191.

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.