Other · DOL Form 5500 · 2022

Ozark Action, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
139
Participants Small participant base
47th
Percentile by assets National rank
$30,540
Avg per participant Low balance/head
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Official DOL plan name: Ozark Action, Inc. 403(b) Plan · Sponsored by Ozark Action, Inc. · Missouri · Healthcare & Social Assistance

$4M in assets, 139 participants

Ozark Action, Inc.'s Ozark Action, Inc. 403(b) Plan reported $4M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #10,511 in Healthcare & Social Assistance (20,060 peers)

Coverage in Missouri

Ozark Action, Inc. 403(b) Plan covers 139 participants in Missouri, about 19% of the average Missouri filer (state average ~737 per filing). Assets: $4M.

#10,511
in Healthcare & Social Assistance (20,060 peers)
+11.1%
assets growth YoY

Ozark Action, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ozark Action, Inc. 403(b) Plan vs every filed plan by assets

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

$4,245,031 47th percentile higher than 47% 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 Action, Inc. 403(b) 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. Ozark Action, Inc. 403(b) Plan sits mid-pack in the medium band (139 participants).

Plan-year Form 5500 strip

Filing strip 430838508 · Ozark Action, Inc. PY 2022 · Other

Ozark Action, Inc. 403(b) Plan · $4M · 139 · 47th

  • TYPE $4M
  • NET 139
  • BOOK 47th
  • VS-ST Other
  • BOY near 403(b) Thrift Plan of Girl Scouts of Western Washington
  • SCH ind #10511

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 Missouri →

Ozark Action, Inc. 403(b) Plan in the asset neighbourhood

Ozark Action, Inc. 403(b) PlanOzark Action, Inc. 403(b) Pl…$4MSteinberg's Inc Employees' Pension PlanSteinberg's Inc Employees' P…$4M403(b) Thrift Plan of Girl Scouts of Greater Atlanta, Inc.403(b) Thrift Plan of Girl S…$4M403(b) Thrift Plan of Girl Scouts of Western Washington403(b) Thrift Plan of Girl S…$4MEarly Learning Coalition of Palm Beach County, Inc. 403(b) Defined Contribution PlanEarly Learning Coalition of …$4M
End-of-year total assets ($M) among Ozark Action, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$425K
Employer EIN430838508
Plan Effective Date1994-03-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Ozark Action, Inc.)

Sponsor-wide plan assets over time

All Ozark Action, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.261492790040874% vs 2022
2024 filing year
$4.2M$4.3M$4.4M$4.5M$4.6M 202220232024 $4.25M $4.47M ▲ +5.2%
Year Plans Participants Total Assets
2022 1 139 $4M
2023 1 144 $5M
2024 1 135 $4M

Nearby Other Plans in Missouri

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

Ozark Action, Inc. 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Ozark Action, Inc. 403(b) Plan, Total assets ($M): 4.245031 · Participants: 139Ozark Action, Inc. 403(b) PlanSaint Louis University 403(b) Annuity Plan, Total assets ($M): 841.619754 · Participants: 2398Saint Louis University 403(b) Annuity PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($M): 807.422854 · Participants: 7405Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($M): 707.815909 · Participants: 11821Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($M): 370.898072 · Participants: 5418Bjc 403(b) PlanWebster University Defined Contribution Retirement Plan, Total assets ($M): 206.833121 · Participants: 706Webster University Defined Contribution Retirement Plan
Ozark Action, Inc. 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Ozark Action, Inc. 403(b) Plan side-by-side with 3 peers →

Ozark Action, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is 403(b) Thrift Plan of Girl Scouts of Western Washington in WA ($4M); by covered participants it is Hardin County Regional Health Center 403(b) Plan in TN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Action, Inc. 403(b) Plan assets move in 2022? ▼
Ozark Action, Inc. 403(b) Plan grew at a solid clip - up 11.1% during 2022, from $4M to $4M. Reported net income was $425K.
How have Ozark Action, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozark Action, Inc.'s sponsor-wide assets grew 5.3%, from $4M to $4M.
Which Other plans are similar in size to Ozark Action, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Girl Scouts of Western Washington in WA ($4M, 63 participants).
Which Other plans cover a similar participant headcount to Ozark Action, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Hardin County Regional Health Center 403(b) Plan in TN (139 participants, $7M 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 430838508.

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.