Ozark Machine Company, Inc. 401(k) Profit Sharing Plan

Profit Sharing · DOL Form 5500 · 2022

What the Filing Says About Ozark Machine Company, Inc. 401(k) Profit Sharing Plan

Ozark Machine Company, Inc. 401(k) Profit Sharing Plan is a Profit Sharing retirement plan sponsored by Ozark Machine Company, Inc., headquartered in Missouri. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $318K in total end-of-year assets and covers 15 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 430814511, and the plan has been effective since 2003-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets declined sharply from $421K at the beginning of 2022 to $318K at year-end - down 24.4%. Net assets (after liabilities) closed the year at $318K, with reported net income of -$103K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years Ozark Machine Company, Inc. has on file with PlainRetire (2022-2023), sponsor-wide plan assets have no comparable total-assets figures across every year, while reported participants moved from 28 to 12 (-57.1%). Year-by-year, sponsor-wide filings show: 2022 - $418K in assets across 2 plans covering 28 participants; 2023 - N/A in assets across 1 plan covering 12 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Ozark Machine Company, Inc. 401(k) Profit Sharing Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.