401(k) · DOL Form 5500 · 2023

The Commercial Bank of Ozark 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
35th
Percentile by assets National rank
$155,568
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan · Sponsored by The Commercial Bank of Ozark · Alabama · Finance & Insurance

$3M in assets, 19 participants

The Commercial Bank of Ozark's The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan reported $3M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,181 in Finance & Insurance (8,869 peers)

The Commercial Bank of Ozark multi-year trail

The Commercial Bank of Ozark's plans moved +11.9% in assets from 2022 to 2024; this filing shows The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan at $3M / 19 participants.

#2,181
in Finance & Insurance (8,869 peers)
+13.4%
assets growth YoY

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,955,797 35th percentile higher than 35% of 127,068 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 2023

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan reported net income rose from -$562K in the plan year 2022 filing to $349K in the plan year 2023 filing.
  • The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630393244 · The Commercial Bank of Ozark PY 2023 · 401(k)

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan · $3M · 19 · 35th

  • TYPE $3M
  • NET 19
  • BOOK 35th
  • VS-ST 401(k)
  • BOY near Gladeview Health Care Center 401(k) Plan
  • SCH ind #2181

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 Finance & Insurance retirement plans → · Plans in Alabama →

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan in the asset neighbourhood

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement PlanThe Commercial Bank of Ozark…$3MGladeview Health Care Center 401(k) PlanGladeview Health Care Center…$3M401(k) Psp of Mow of Central Maryland Inc401(k) Psp of Mow of Central…$3MArizona Landscape Contractors Association, Inc. Mep 401(k) PlanArizona Landscape Contractor…$3MLeitz Tooling Systems, LP 401(k) PlanLeitz Tooling Systems, LP 40…$3M
End-of-year total assets ($M) among The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Commercial Bank of Ozark multi-year asset trail

Sponsor-wide plan assets over time

All The Commercial Bank of Ozark plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.899539616672% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.61M $2.92M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 19 $3M
2024 1 18 $3M

The Commercial Bank of Ozark filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$349K
Employer EIN630393244
Plan Effective Date1973-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan, Total assets ($B): 0.002955797 · Participants: 19The Commercial Bank of Ozark 401(k) Profit Sharing Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan side-by-side with 3 peers →

The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Gladeview Health Care Center 401(k) Plan in CT ($3M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan assets move in 2023? ▼
The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan grew at a solid clip - up 13.4% during 2023, from $3M to $3M. Reported net income was $349K.
How have The Commercial Bank of Ozark plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Commercial Bank of Ozark's sponsor-wide assets grew 11.9%, from $3M to $3M.
Which 401(k) plans are similar in size to The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gladeview Health Care Center 401(k) Plan in CT ($3M, 96 participants).
Which 401(k) plans cover a similar participant headcount to The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630393244.

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.