401(k) · DOL Form 5500 · 2023

Bank Ozk 401(k) Plan

Data updated 2026-08-25

$302M
Total assets Above avg plan size
2,691
Participants Above avg headcount
96th
Percentile by assets National rank
$112,289
Avg per participant Below avg balance/head
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Official DOL plan name: Bank Ozk 401(k) Retirement Savings Plan · Sponsored by Bank Ozk · Arkansas · Finance & Insurance

$302M in assets, 2,691 participants

Bank Ozk's Bank Ozk 401(k) Retirement Savings Plan reported $302M in total assets and 2,691 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,305 in Finance & Insurance (8,869 peers)

Where Bank Ozk 401(k) Retirement Savings Plan sits by assets

Bank Ozk 401(k) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $302M for 2,691 participants (~$112,289/participant), up 26.6% in 2023.

#8,305
in Finance & Insurance (8,869 peers)
+26.6%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Bank Ozk 401(k) Retirement Savings Plan's outsized position by total assets

Bank Ozk 401(k) Retirement Savings Plan vs every filed plan by assets

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

$302,170,851 Top 4% higher than 96% 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

Bank Ozk 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank Ozk 401(k) Retirement Savings Plan lands in the large band (2,691 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank Ozk 401(k) Retirement Savings Plan reported net income rose from -$36M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Bank Ozk 401(k) Retirement Savings Plan end-of-year assets rose from $239M in the plan year 2022 filing to $302M in the plan year 2023 filing.
  • Bank Ozk 401(k) Retirement Savings Plan reported participants rose from 2,594 in the plan year 2022 filing to 2,691 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 710130170 · Bank Ozk PY 2023 · 401(k)

Bank Ozk 401(k) Retirement Savings Plan · $302M · 2,691 · 96th

  • BOY $302M
  • BOY 2,691
  • BOY 96th
  • BOY 401(k)
  • BOY near Perkins Coie Salary Deferral Plan
  • BOY ind #8305

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 Arkansas →

Bank Ozk 401(k) Retirement Savings Plan in the asset neighbourhood

Perkins Coie Salary Deferral PlanPerkins Coie Salary Deferral…$302MBank Ozk 401(k) Retirement Savings PlanBank Ozk 401(k) Retirement S…$302MSummit Materials 401(k) Retirement PlanSummit Materials 401(k) Reti…$302MCma Cgm (America) LLC 401(k) PlanCma Cgm (America) LLC 401(k)…$302MOsaic, Inc. Profit Sharing & 401(k) PlanOsaic, Inc. Profit Sharing &…$302M
End-of-year total assets ($M) among Bank Ozk 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$239M
Net Assets (End of Year)$302M
Net Income$64M
Employer EIN710130170
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank Ozk)

Sponsor-wide plan assets over time

All Bank Ozk plans reported in each filing year

Latest sponsor-wide plan assets
$294M 23.111765321731717% vs 2022
2024 filing year
$220M$240M$260M$280M$300M$320M 202220232024 $239M $294M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 2,594 $239M
2023 1 2,691 $302M
2024 1 2,788 $294M

Nearby 401(k) Plans in Arkansas

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

Bank Ozk 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Bank Ozk 401(k) Retirement Savings Plan, Total assets ($B): 0.302170851 · Participants: 2691Bank Ozk 401(k) Retirement Savings PlanWalmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
Bank Ozk 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Bank Ozk 401(k) Retirement Savings Plan side-by-side with 3 peers →

Bank Ozk 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Perkins Coie Salary Deferral Plan in WA ($302M); by covered participants it is Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan in VA (2,691 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($302M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,691 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 Bank Ozk 401(k) Retirement Savings Plan assets move in 2023? ▼
Bank Ozk 401(k) Retirement Savings Plan grew sharply - up 26.6% during 2023, from $239M to $302M. Reported net income was $64M.
How have Bank Ozk plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank Ozk's sponsor-wide assets grew 23.1%, from $239M to $294M.
Where does Bank Ozk 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Bank Ozk 401(k) Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Bank Ozk 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perkins Coie Salary Deferral Plan in WA ($302M, 751 participants).
Which 401(k) plans cover a similar participant headcount to Bank Ozk 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan in VA (2,691 participants, $109M 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 710130170.

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.