Profit Sharing · DOL Form 5500 · 2023

Ozark Interests Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
73
Participants Small participant base
36th
Percentile by assets National rank
$43,097
Avg per participant Low balance/head
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Official DOL plan name: Ozark Interests Inc. Profit Sharing Plan · Sponsored by Ozark Interests Inc. · Arkansas · Food Services & Accommodation

$3M in assets, 73 participants

Ozark Interests Inc.'s Ozark Interests Inc. Profit Sharing Plan reported $3M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,774 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Ozark Interests Inc. Profit Sharing Plan ranks #2,774 of 3,828 2023 filers by assets (622% of the sector average)-$3M for 73 participants.

#2,774
in Food Services & Accommodation (3,828 peers)
+18.7%
assets growth YoY

Ozark Interests Inc. Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Ozark Interests Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,146,052 36th percentile higher than 36% 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

Ozark Interests Inc. Profit Sharing 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. Ozark Interests Inc. Profit Sharing Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ozark Interests Inc. Profit Sharing Plan reported net income rose from $183K in the plan year 2022 filing to $496K in the plan year 2023 filing.
  • Ozark Interests Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ozark Interests Inc. Profit Sharing Plan reported participants rose from 71 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760124572 · Ozark Interests Inc. PY 2023 · Profit Sharing

Ozark Interests Inc. Profit Sharing Plan · $3M · 73 · 36th

  • ASSETS $3M
  • ASSETS 73
  • ASSETS 36th
  • ASSETS Profit Sharing
  • ASSETS near I.a. Khan, M.D., Inc. Profit Sharing Plan
  • ASSETS ind #2774

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 Food Services & Accommodation retirement plans → · Plans in Arkansas →

Ozark Interests Inc. Profit Sharing Plan in the asset neighbourhood

Ozark Interests Inc. Profit Sharing PlanOzark Interests Inc. Profit …$3MI.a. Khan, M.D., Inc. Profit Sharing PlanI.a. Khan, M.D., Inc. Profit…$3MWilliam J. Chambers, M.D. PC Profit Sharing PlanWilliam J. Chambers, M.D. PC…$3MWhite Dog Shredding Company Retirement PlanWhite Dog Shredding Company …$3MFurman Properties, Inc. Employee Profit Sharing PlanFurman Properties, Inc. Empl…$3M
End-of-year total assets ($M) among Ozark Interests Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$496K
Employer EIN760124572
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ozark Interests Inc.)

Sponsor-wide plan assets over time

All Ozark Interests Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 34.493297303825365% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.65M $3.56M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 71 $3M
2023 1 73 $3M
2024 1 82 $4M

Nearby Profit Sharing Plans in Arkansas

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

Ozark Interests Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 01020304050 Total assets ($M) Participants Ozark Interests Inc. Profit Sharing Plan, Total assets ($M): 3.146052 · Participants: 73Ozark Interests Inc. Profit Sharing PlanHeifer International 403(b) Plan, Total assets ($M): 46.299637 · Participants: 249Heifer International 403(b) PlanArcare Retirement Plan, Total assets ($M): 40.943843 · Participants: 1251Arcare Retirement PlanBaxter Regional Medical Center 401(a) Plan, Total assets ($M): 40.610842 · Participants: 1616Baxter Regional Medical Center 401(a) PlanDyke Industries, Inc. Profit Sharing Plan & Trust, Total assets ($M): 33.593658 · Participants: 596Dyke Industries, Inc. Profit Sharing Plan & TrustWehco Profit Sharing Plan, Total assets ($M): 19.68061 · Participants: 654Wehco Profit Sharing Plan
Ozark Interests Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Arkansas, assets vs. participants
Compare Ozark Interests Inc. Profit Sharing Plan side-by-side with 3 peers →

Ozark Interests Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arkansas, the nearest Profit Sharing by assets is I.a. Khan, M.D., Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Baumgartner & Company, LLC Profit Sharing Plan in IN (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Ozark Interests Inc. Profit Sharing Plan assets move in 2023? ▼
Ozark Interests Inc. Profit Sharing Plan grew sharply - up 18.7% during 2023, from $3M to $3M. Reported net income was $496K.
How have Ozark Interests Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozark Interests Inc.'s sponsor-wide assets grew 34.5%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Ozark Interests Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is I.a. Khan, M.D., Inc. Profit Sharing Plan in CA ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Ozark Interests Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Baumgartner & Company, LLC Profit Sharing Plan in IN (73 participants, $23M 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 760124572.

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.