401(k) · DOL Form 5500 · 2023
Bank Ozk 401(k) Plan
Data updated 2026-08-11
- $302M
- Total assets
- 2,691
- Participants
- 96th
- Percentile by assets
- $112,289
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $302M
- total plan assets (2023 EOY)
- 2,691
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $112,289
- avg assets per participant
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.
Bank Ozk 401(k) Retirement Savings Plan vs the 2023 asset distribution
By assets, Bank Ozk 401(k) Retirement Savings Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $239M |
|---|---|
| Net Assets (End of Year) | $302M |
| Net Income | $64M |
| Employer EIN | 710130170 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bank Ozk)
| 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
- Walmart 401(k) Plan $41.5B · 1,611,202
- Tyson Foods, Inc. Retirement Savings Plan $3.5B · 113,806
- Dillard's, Inc. Investment & Employee Stock Ownership Plan $2.9B · 30,034
- J.B. Hunt Transport Services, Inc. Employee Retirement Plan $1.3B · 39,077
- Windstream 401(k) Plan $1.2B · 10,991
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bank Ozk 401(k) Retirement Savings Plan by total assets, not by location.
- Perkins Coie Salary Deferral Plan (WA) $302M · 751
- Summit Materials 401(k) Retirement Plan (CO) $302M · 4,622
- Cma Cgm (America) LLC 401(k) Plan (VA) $302M · 1,540
- Osaic, Inc. Profit Sharing & 401(k) Plan (AZ) $302M · 2,427
Frequently Asked Questions
How did Bank Ozk 401(k) Retirement Savings Plan assets move in 2023? ▼
How have Bank Ozk plan assets changed over time? ▼
Where does Bank Ozk 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bank Ozk 401(k) Retirement Savings Plan? ▼
Next read for Bank Ozk 401(k) Retirement Savings Plan
Scale reading
Ways to act on Bank Ozk 401(k) Retirement Savings Plan's numbers.
- By total assets, Bank Ozk 401(k) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arkansas. Compare plans
- Bank Ozk's sponsor-wide assets have grown 23.1% since 2022 across 3 plan years on file. More Finance & Insurance plans