Other · DOL Form 5500 · 2022

University of the Ozarks Retirement Plan

Data updated 2026-08-11

$23M
Total assets
432
Participants
79th
Percentile by assets
$53,236
Avg per participant
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Official DOL plan name: University of the Ozarks Defined Contribution Retirement Plan · Sponsored by University of the Ozarks · Arkansas · Educational Services

$23M in assets, 432 participants

University of the Ozarks's University of the Ozarks Defined Contribution Retirement Plan reported $23M in total assets and 432 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 139,126 plans)
  • #2,568 in Educational Services (4,024 peers)

Coverage in Arkansas

University of the Ozarks Defined Contribution Retirement Plan covers 432 participants in Arkansas, about 16% of the average Arkansas filer (state average ~2,784 per filing). Assets: $23M.

$23M
total plan assets (2022 EOY)
432
covered participants
79th
percentile by assets (of 139,126 plans)
$53,236
avg assets per participant

Where University of the Ozarks Defined Contribution Retirement Plan sits by total assets

University of the Ozarks Defined Contribution Retirement Plan vs every filed plan by assets

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

$22,998,113 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Arkansas
Industry
Educational Services

Participants vs Arkansas filers

In Arkansas, the average filing covers about 2,784 participants across 760 plans. University of the Ozarks Defined Contribution Retirement Plan reports 432 participants - about 16% of that state average ($23M EOY assets).

Arkansas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN710236867
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of the Ozarks)

$22M$24M$26M$28M 202220232024 $23M $27.4M ▲ +19.3%
Total plan assets by year, all University of the Ozarks plans on file
Year Plans Participants Total Assets
2022 1 432 $23M
2023 1 441 $25M
2024 1 335 $27M

Nearby Other Plans in Arkansas

Peer Other plans, same state, same plan type, ranked by total assets.

University of the Ozarks Defined Contribution Retirement Plan vs. nearby Other plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0100200300400 Total assets ($M) Participants University of the Oz…, Total assets ($M): 22.998113 · Participants: 432University of the Oz…Arkansas Children's …, Total assets ($M): 335.749717 · Participants: 4382Arkansas Children's …Baptist Health 403(b…, Total assets ($M): 308.151495 · Participants: 10693Baptist Health 403(b…Harding University D…, Total assets ($M): 170.724984 · Participants: 700Harding University D…Hendrix College Defi…, Total assets ($M): 84.580098 · Participants: 478Hendrix College Defi…Winrock Internationa…, Total assets ($M): 74.415749 · Participants: 210Winrock Internationa…
University of the Ozarks Defined Contribution Retirement Plan vs. nearby Other plans in Arkansas, assets vs. participants
Compare University of the Ozarks Defined Contrib… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to University of the Ozarks Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did University of the Ozarks Defined Contribution Retirement Plan assets move in 2022? ▼
University of the Ozarks Defined Contribution Retirement Plan grew at a solid clip - up 10.0% during 2022, from $21M to $23M. Reported net income was $2M.
How have University of the Ozarks plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of the Ozarks's sponsor-wide assets grew 19.3%, from $23M to $27M.
Where does University of the Ozarks Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
University of the Ozarks Defined Contribution Retirement Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University of the Ozarks Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan in WI ($23M, 474 participants).

Next read for University of the Ozarks Defined Contrib…

Filing takeaways

Ways to act on University of the Ozarks Defined Contribution Retirement Plan's numbers.

  • By total assets, University of the Ozarks Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Arkansas. Compare plans
  • University of the Ozarks's sponsor-wide assets have grown 19.3% since 2022 across 3 plan years on file. More Educational Services plans

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 710236867.

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.