Other · DOL Form 5500 · 2022
Ozark Opportunities, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 94
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $28,445
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Ozark Opportunities, Inc. · Sponsored by Ozark Opportunities, Inc. · Arkansas · Healthcare & Social Assistance
$3M in assets, 94 participants
Ozark Opportunities, Inc.'s 403(b) Thrift Plan of Ozark Opportunities, Inc. reported $3M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #8,258 in Healthcare & Social Assistance (20,060 peers)
Ozark Opportunities, Inc. multi-year trail
Ozark Opportunities, Inc.'s plans moved -23.6% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Ozark Opportunities, Inc. at $3M / 94 participants.
- #8,258
- in Healthcare & Social Assistance (20,060 peers)
- -3.6%
- assets change YoY
The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Ozark Opportunities, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Ozark Opportunities, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,673,838 38th percentile higher than 38% 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
403(b) Thrift Plan of Ozark Opportunities, Inc. among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Ozark Opportunities, Inc. is a small filing (94 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 710407485 · Ozark Opportunities, Inc. PY 2022 · Other
403(b) Thrift Plan of Ozark Opportunities, Inc. · $3M · 94 · 38th
- ASSETS $3M
- ASSETS 94
- ASSETS 38th
- ASSETS Other
- ASSETS near Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan
- ASSETS ind #8258
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 Healthcare & Social Assistance retirement plans → · Plans in Arkansas →
403(b) Thrift Plan of Ozark Opportunities, Inc. in the asset neighbourhood
Ozark Opportunities, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Ozark Opportunities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 23.640250456459967% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $3M |
| 2023 | 1 | 89 | $2M |
| 2024 | 1 | 95 | $2M |
Ozark Opportunities, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$100K |
| Employer EIN | 710407485 |
| Plan Effective Date | 2009-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arkansas
Peer Other plans, same state, same plan type, ranked by total assets.
- Arkansas Children's Retirement Plan $336M · 4,382
- Baptist Health 403(b) Plan $308M · 10,693
- Harding University Defined Contribution Retirement Plan $171M · 700
- Hendrix College Defined Contribution Retirement Plan $85M · 478
- Winrock International Institute for Agricultural Development Defined Contribution Plan $74M · 210
403(b) Thrift Plan of Ozark Opportunities, Inc.'s out-of-state Other peers by assets and headcount
Outside Arkansas, the nearest Other by assets is Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan in DC ($3M); by covered participants it is North, Inc. Employee Savings Plan in PA (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.
- North, Inc. Employee Savings Plan (PA) 94 · 0 off
- Rm Resources Employee Stock Ownership Plan (WI) 94 · 0 off
- Osher Marin Jcc 403(b) Plan (CA) 94 · 0 off
- Coleman Tri-County Services, Inc. 403(b) Plan (IL) 94 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.