Other · DOL Form 5500 · 2022
College of the Ozarks Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 327
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $178,257
- Avg per participant Above avg balance/head
Official DOL plan name: College of the Ozarks Defined Contribution Retirement Plan · Sponsored by College of the Ozarks · Missouri · Educational Services
$58M in assets, 327 participants
College of the Ozarks's College of the Ozarks Defined Contribution Retirement Plan reported $58M in total assets and 327 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #3,222 in Educational Services (4,024 peers)
Coverage in Missouri
College of the Ozarks Defined Contribution Retirement Plan covers 327 participants in Missouri, about 44% of the average Missouri filer (state average ~737 per filing). Assets: $58M.
- #3,222
- in Educational Services (4,024 peers)
- -17.7%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
College of the Ozarks Defined Contribution Retirement Plan's outsized position by total assets
College of the Ozarks Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$58,290,120 Top 11% higher than 89% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
College of the Ozarks Defined Contribution Retirement Plan 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. College of the Ozarks Defined Contribution Retirement Plan sits mid-pack in the medium band (327 participants).
Form 5500 schedule snapshot
Filing strip 440556862 · College of the Ozarks PY 2022 · Other
College of the Ozarks Defined Contribution Retirement Plan · $58M · 327 · 89th
- EOY $58M
- 5500 327
- ASSETS 89th
- PCT Other
- EIN near Trevor Day School Retirement and Savings Plan
- RANK ind #3222
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 Educational Services retirement plans → · Plans in Missouri →
College of the Ozarks Defined Contribution Retirement Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | -$13M |
| Employer EIN | 440556862 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (College of the Ozarks)
Sponsor-wide plan assets over time
All College of the Ozarks plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 23.614003539536373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 327 | $58M |
| 2023 | 1 | 350 | $69M |
| 2024 | 1 | 343 | $72M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Saint Louis University 403(b) Annuity Plan $842M · 2,398
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $807M · 7,405
- Cox Savings Incentive Plan $708M · 11,821
- Bjc 403(b) Plan $371M · 5,418
- Webster University Defined Contribution Retirement Plan $207M · 706
College of the Ozarks Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Trevor Day School Retirement and Savings Plan in NY ($58M); by covered participants it is Stonewall Jackson Memorial Hospital Voluntary Contribution Plan in WV (327 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (327 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.