ESOP · DOL Form 5500 · 2022

Ozark Machine Company, Inc. ESOP

Data updated 2026-08-25

$100K
Total assets Small plan by assets
13
Participants Small participant base
6th
Percentile by assets National rank
$7,692
Avg per participant Low balance/head
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Official DOL plan name: Ozark Machine Company, Inc. Employees Stock Ownership Trust · Sponsored by Ozark Machine Company, Inc. · Missouri · Other Services

$100K in assets, 13 participants

Ozark Machine Company, Inc.'s Ozark Machine Company, Inc. Employees Stock Ownership Trust reported $100K in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.

  • #1,127 in Other Services (8,398 peers)

2022 asset change

Ozark Machine Company, Inc. Employees Stock Ownership Trust contracted severely 68.8% in 2022 ($320K → $100K) for 13 participants.

#1,127
in Other Services (8,398 peers)
-68.8%
assets change YoY

The plan reported a net loss of $220K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ozark Machine Company, Inc. Employees Stock Ownership Trust among the smaller filed plans by assets

Ozark Machine Company, Inc. Employees Stock Ownership Trust vs every filed plan by assets

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

$100,000 6th percentile higher than 6% 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 Machine Company, Inc. Employees Stock Ownership Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ozark Machine Company, Inc. Employees Stock Ownership Trust is a small filing (13 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 430814511 · Ozark Machine Company, Inc. PY 2022 · ESOP

Ozark Machine Company, Inc. Employees Stock Ownership Trust · $100K · 13 · 6th

  • IND $100K
  • EOY 13
  • 5500 6th
  • ASSETS ESOP
  • PCT near Prosym, Inc. Employee Stock Ownership Plan and Trust
  • EIN ind #1127

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 What is an ESOP? → · Plans in Missouri →

Ozark Machine Company, Inc. Employees Stock Ownership Trust in the asset neighbourhood

Ozark Machine Company, Inc. Employees Stock Ownership TrustOzark Machine Company, Inc. …$100KProsym, Inc. Employee Stock Ownership Plan and TrustProsym, Inc. Employee Stock …$100KPoly-Fiber, Inc. Employee Stock Ownership PlanPoly-Fiber, Inc. Employee St…$100KP. Graham Dunn, Inc. Employee Stock Ownership PlanP. Graham Dunn, Inc. Employe…$100KEnviremedial Services, Inc. Employee Stock Ownership Plan and TrustEnviremedial Services, Inc. …$100K
End-of-year total assets ($M) among Ozark Machine Company, Inc. Employees Stock Ownership Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ozark Machine Company, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Ozark Machine Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.2M$0.4M$0.6M 20222023 $0.42M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 28 $418K
2023 1 12 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$320K
Net Assets (End of Year)$100K
Net Income-$220K
Employer EIN430814511
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Ozark Machine Company, Inc. Employees Stock Ownership Trust vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Ozark Machine Company, Inc. Employees Stock Ownership Trust, Total assets ($B): 0.0001 · Participants: 13Ozark Machine Company, Inc. Employees Stock Ownership TrustBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
Ozark Machine Company, Inc. Employees Stock Ownership Trust vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Ozark Machine Company, Inc. Employees Stock Ownership Trust side-by-side with 3 peers →

Ozark Machine Company, Inc. Employees Stock Ownership Trust's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Prosym, Inc. Employee Stock Ownership Plan and Trust in IL ($100K); by covered participants it is Mid-States Glass and Metals, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Machine Company, Inc. Employees Stock Ownership Trust assets move in 2022? ▼
Ozark Machine Company, Inc. Employees Stock Ownership Trust contracted severely - down 68.8% during 2022, from $320K to $100K. Reported net income was -$220K.
Where does Ozark Machine Company, Inc. Employees Stock Ownership Trust rank by assets among Form 5500 filers? ▼
Ozark Machine Company, Inc. Employees Stock Ownership Trust ranks in the 6th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ozark Machine Company, Inc. Employees Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by assets is Prosym, Inc. Employee Stock Ownership Plan and Trust in IL ($100K, 1 participant).
Which ESOP plans cover a similar participant headcount to Ozark Machine Company, Inc. Employees Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mid-States Glass and Metals, Inc. Employee Stock Ownership Plan in IL (13 participants, $2M 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 430814511.

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.