Other · DOL Form 5500 · 2023

College of the Ozarks Retirement Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
350
Participants Below avg headcount
89th
Percentile by assets National rank
$197,859
Avg per participant Above avg balance/head
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Official DOL plan name: College of the Ozarks Defined Contribution Retirement Plan · Sponsored by College of the Ozarks · Missouri · Educational Services

$69M in assets, 350 participants

College of the Ozarks's College of the Ozarks Defined Contribution Retirement Plan reported $69M in total assets and 350 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,967 in Educational Services (3,735 peers)

Coverage in Missouri

College of the Ozarks Defined Contribution Retirement Plan covers 350 participants in Missouri, about 47% of the average Missouri filer (state average ~737 per filing). Assets: $69M.

#2,967
in Educational Services (3,735 peers)
+18.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

College of the Ozarks Defined Contribution Retirement Plan's outsized position by total assets

College of the Ozarks Defined Contribution Retirement Plan vs every filed plan by assets

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

$69,250,673 Top 11% higher than 89% 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

College of the Ozarks Defined Contribution Retirement Plan 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. College of the Ozarks Defined Contribution Retirement Plan sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • College of the Ozarks Defined Contribution Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • College of the Ozarks Defined Contribution Retirement Plan end-of-year assets rose from $58M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • College of the Ozarks Defined Contribution Retirement Plan reported participants rose from 327 in the plan year 2022 filing to 350 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 440556862 · College of the Ozarks PY 2023 · Other

College of the Ozarks Defined Contribution Retirement Plan · $69M · 350 · 89th

  • IND $69M
  • IND 350
  • IND 89th
  • IND Other
  • IND near The Auburn Community Hospital Retirement Savings Plan
  • IND ind #2967

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 Educational Services retirement plans → · Plans in Missouri →

College of the Ozarks Defined Contribution Retirement Plan in the asset neighbourhood

American Mathematical Society Tax-Deferred Annuity PlanAmerican Mathematical Societ…$70MThe Auburn Community Hospital Retirement Savings PlanThe Auburn Community Hospita…$69MCollege of the Ozarks Defined Contribution Retirement PlanCollege of the Ozarks Define…$69MFocus on the Family 403(b) PlanFocus on the Family 403(b) P…$69MHelen Ross Mcnabb Center, Inc., Retirement PlanHelen Ross Mcnabb Center, In…$69M
End-of-year total assets ($M) among College of the Ozarks Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$69M
Net Income$11M
Employer EIN440556862
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (College of the Ozarks)

Sponsor-wide plan assets over time

All College of the Ozarks plans reported in each filing year

Latest sponsor-wide plan assets
$72M 23.614003539536373% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $58.3M $72.1M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 327 $58M
2023 1 350 $69M
2024 1 343 $72M

Nearby Other Plans in Missouri

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

College of the Ozarks Defined Contribution Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants College of the Ozarks Defined Contribution Retirement Plan, Total assets ($B): 0.069250673 · Participants: 350College of the Ozarks Defined Contribution Retirement PlanWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
College of the Ozarks Defined Contribution Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare College of the Ozarks Defined Contribution Retirement Plan side-by-side with 3 peers →

College of the Ozarks Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is The Auburn Community Hospital Retirement Savings Plan in NY ($69M); by covered participants it is Museum of Science Savings Plan in MA (350 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (350 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 College of the Ozarks Defined Contribution Retirement Plan assets move in 2023? ▼
College of the Ozarks Defined Contribution Retirement Plan grew sharply - up 18.8% during 2023, from $58M to $69M. Reported net income was $11M.
How have College of the Ozarks plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), College of the Ozarks's sponsor-wide assets grew 23.6%, from $58M to $72M.
Where does College of the Ozarks Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
College of the Ozarks Defined Contribution Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to College of the Ozarks Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Auburn Community Hospital Retirement Savings Plan in NY ($69M, 1,232 participants).
Which Other plans cover a similar participant headcount to College of the Ozarks Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Museum of Science Savings Plan in MA (350 participants, $40M 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 440556862.

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.