401(k) · DOL Form 5500 · 2023

Ozarks Heritage Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
117
Participants Small participant base
48th
Percentile by assets National rank
$50,709
Avg per participant Low balance/head
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Official DOL plan name: Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust · Sponsored by Ozarks Heritage Financial Group, Inc. · Missouri · Finance & Insurance

$6M in assets, 117 participants

Ozarks Heritage Financial Group, Inc.'s Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust reported $6M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,023 in Finance & Insurance (8,869 peers)

Coverage in Missouri

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust covers 117 participants in Missouri, about 16% of the average Missouri filer (state average ~737 per filing). Assets: $6M.

#3,023
in Finance & Insurance (8,869 peers)
+31.3%
assets growth YoY

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust's mid-pack asset rank among Finance & Insurance and all filers

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust vs every filed plan by assets

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

$5,932,946 48th percentile higher than 48% 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

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust reported net income rose from $476K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust reported participants rose from 75 in the plan year 2022 filing to 117 in the plan year 2023 filing.
  • Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 331036006 · Ozarks Heritage Financial Group, Inc. PY 2023 · 401(k)

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust · $6M · 117 · 48th

  • BOY $6M
  • BOY 117
  • BOY 48th
  • BOY 401(k)
  • BOY near Kongregate, Inc. 401(k) Plan
  • BOY ind #3023

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 Missouri →

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust in the asset neighbourhood

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing TrustOzarks Heritage Financial Gr…$6MKongregate, Inc. 401(k) Plan$6MKonterra Realty, LLC 401(k) Profit Sharing PlanKonterra Realty, LLC 401(k) …$6MLegacy Industries, Inc. 401(k) Plan and TrustLegacy Industries, Inc. 401(…$6MVenesco, LLC 401(k) Plan$6M
End-of-year total assets ($M) among Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN331036006
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ozarks Heritage Financial Group, Inc.)

Sponsor-wide plan assets over time

All Ozarks Heritage Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 62.57625582436393% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.52M $7.35M ▲ +62.6%
Year Plans Participants Total Assets
2022 1 75 $5M
2023 1 117 $6M
2024 1 144 $7M

Nearby 401(k) Plans in Missouri

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

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust, Total assets ($B): 0.005932946 · Participants: 117Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing TrustEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust side-by-side with 3 peers →

Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Kongregate, Inc. 401(k) Plan in TX ($6M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust assets move in 2023? ▼
Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust surged - up 31.3% during 2023, from $5M to $6M. Reported net income was $1M.
How have Ozarks Heritage Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozarks Heritage Financial Group, Inc.'s sponsor-wide assets grew 62.6%, from $5M to $7M.
Which 401(k) plans are similar in size to Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kongregate, Inc. 401(k) Plan in TX ($6M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 331036006.

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.