401(k) · DOL Form 5500 · 2023

Ozark Motor Lines, Inc 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
882
Participants Near avg headcount
67th
Percentile by assets National rank
$17,004
Avg per participant Low balance/head
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Official DOL plan name: Ozark Motor Lines, Inc 401(k) Plan & Trust · Sponsored by Ozark Motor Lines, Inc · Tennessee · Transportation & Warehousing

$15M in assets, 882 participants

Ozark Motor Lines, Inc's Ozark Motor Lines, Inc 401(k) Plan & Trust reported $15M in total assets and 882 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #2,263 in Transportation & Warehousing (3,362 peers)

Ozark Motor Lines, Inc multi-year trail

Ozark Motor Lines, Inc's plans moved +38.1% in assets from 2022 to 2024; this filing shows Ozark Motor Lines, Inc 401(k) Plan & Trust at $15M / 882 participants.

#2,263
in Transportation & Warehousing (3,362 peers)
+17.5%
assets growth YoY

Ozark Motor Lines, Inc 401(k) Plan & Trust's outsized position by total assets

Ozark Motor Lines, Inc 401(k) Plan & Trust vs every filed plan by assets

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

$14,997,917 Top 33% higher than 67% 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 Motor Lines, Inc 401(k) Plan & 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. Ozark Motor Lines, Inc 401(k) Plan & Trust sits mid-pack in the medium band (882 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ozark Motor Lines, Inc 401(k) Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ozark Motor Lines, Inc 401(k) Plan & Trust end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620791191 · Ozark Motor Lines, Inc PY 2023 · 401(k)

Ozark Motor Lines, Inc 401(k) Plan & Trust · $15M · 882 · 67th

  • BOY $15M
  • SCH 882
  • EBSA 67th
  • PART 401(k)
  • TYPE near Lindamood-Bell Learning Processes 401(k) Profit Sharing Plan
  • NET ind #2263

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 Transportation & Warehousing retirement plans → · Plans in Tennessee →

Ozark Motor Lines, Inc 401(k) Plan & Trust in the asset neighbourhood

Ozark Motor Lines, Inc 401(k) Plan & TrustOzark Motor Lines, Inc 401(k…$15MLindamood-Bell Learning Processes 401(k) Profit Sharing PlanLindamood-Bell Learning Proc…$15MWengers of Myerstown 401(k) Thrift PlanWengers of Myerstown 401(k) …$15MBattle Lumber Company 401(k) Profit Sharing PlanBattle Lumber Company 401(k)…$15MFootprint Acquisition LLC 401(k) PlanFootprint Acquisition LLC 40…$15M
End-of-year total assets ($M) among Ozark Motor Lines, Inc 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ozark Motor Lines, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Ozark Motor Lines, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$18M 38.078948389242996% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.8M $17.6M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 881 $13M
2023 1 882 $15M
2024 1 877 $18M

Ozark Motor Lines, Inc filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN620791191
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Ozark Motor Lines, Inc 401(k) Plan & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Ozark Motor Lines, Inc 401(k) Plan & Trust, Total assets ($B): 0.014997917 · Participants: 882Ozark Motor Lines, Inc 401(k) Plan & TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Ozark Motor Lines, Inc 401(k) Plan & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Ozark Motor Lines, Inc 401(k) Plan & Trust side-by-side with 3 peers →

Ozark Motor Lines, Inc 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Lindamood-Bell Learning Processes 401(k) Profit Sharing Plan in CA ($15M); by covered participants it is Marc Glassman, Inc. 401(k) Plan in OH (882 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (882 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 Motor Lines, Inc 401(k) Plan & Trust assets move in 2023? ▼
Ozark Motor Lines, Inc 401(k) Plan & Trust grew sharply - up 17.5% during 2023, from $13M to $15M. Reported net income was $2M.
How have Ozark Motor Lines, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozark Motor Lines, Inc's sponsor-wide assets grew 38.1%, from $13M to $18M.
Which 401(k) plans are similar in size to Ozark Motor Lines, Inc 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lindamood-Bell Learning Processes 401(k) Profit Sharing Plan in CA ($15M, 731 participants).
Which 401(k) plans cover a similar participant headcount to Ozark Motor Lines, Inc 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Marc Glassman, Inc. 401(k) Plan in OH (882 participants, $30M 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 620791191.

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.