401(k) · DOL Form 5500 · 2023

Ozark Health, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
324
Participants Below avg headcount
34th
Percentile by assets National rank
$8,313
Avg per participant Low balance/head
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Official DOL plan name: Ozark Health, Inc. 401(k) Plan · Sponsored by Ozark Health, Inc. · Alaska · Healthcare & Social Assistance

$3M in assets, 324 participants

Ozark Health, Inc.'s Ozark Health, Inc. 401(k) Plan reported $3M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,095 in Healthcare & Social Assistance (17,684 peers)

Ozark Health, Inc. multi-year trail

Ozark Health, Inc.'s plans moved +110.2% in assets from 2022 to 2024; this filing shows Ozark Health, Inc. 401(k) Plan at $3M / 324 participants.

#6,095
in Healthcare & Social Assistance (17,684 peers)
+56.1%
assets growth YoY

Ozark Health, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ozark Health, Inc. 401(k) Plan vs every filed plan by assets

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

$2,693,397 34th percentile higher than 34% 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 Health, Inc. 401(k) 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. Ozark Health, Inc. 401(k) Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ozark Health, Inc. 401(k) Plan reported net income rose from $201K in the plan year 2022 filing to $968K in the plan year 2023 filing.
  • Ozark Health, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ozark Health, Inc. 401(k) Plan reported participants rose from 303 in the plan year 2022 filing to 324 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 710407683 · Ozark Health, Inc. PY 2023 · 401(k)

Ozark Health, Inc. 401(k) Plan · $3M · 324 · 34th

  • PART $3M
  • TYPE 324
  • NET 34th
  • BOOK 401(k)
  • VS-ST near 160 Retirement Plan
  • BOY ind #6095

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 Healthcare & Social Assistance retirement plans → · Plans in Alaska →

Ozark Health, Inc. 401(k) Plan in the asset neighbourhood

Ozark Health, Inc. 401(k) PlanOzark Health, Inc. 401(k) Pl…$3M160 Retirement Plan$3MJohnson Security Bureau, Inc. Retirement PlanJohnson Security Bureau, Inc…$3MBill Volz's Westchester Auto Corp. 401(k) PlanBill Volz's Westchester Auto…$3MHelget Gas Products, Inc. Employees 401(k) PlanHelget Gas Products, Inc. Em…$3M
End-of-year total assets ($M) among Ozark Health, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ozark Health, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ozark Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 110.18853727238631% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.73M $3.63M ▲ +109.8%
Year Plans Participants Total Assets
2022 1 303 $2M
2023 1 324 $3M
2024 1 349 $4M

Ozark Health, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$968K
Employer EIN710407683
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alaska

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

Ozark Health, Inc. 401(k) Plan vs. nearby 401(k) plans in Alaska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Ozark Health, Inc. 401(k) Plan, Total assets ($B): 0.002693397 · Participants: 324Ozark Health, Inc. 401(k) PlanArctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan, Total assets ($B): 1.297507306 · Participants: 14281Arctic Slope Regional Corporation and Subsidiaries Employees Retirement PlanGainwell Technologies 401(k) Plan, Total assets ($B): 0.559415606 · Participants: 10596Gainwell Technologies 401(k) PlanCook Inlet Region 401(k) Retirement Plan, Total assets ($B): 0.498406925 · Participants: 5039Cook Inlet Region 401(k) Retirement PlanBristol Bay Native Corporation 401(k) Savings Plan, Total assets ($B): 0.414835549 · Participants: 4851Bristol Bay Native Corporation 401(k) Savings PlanGci 401(k) Plan, Total assets ($B): 0.401720597 · Participants: 1826Gci 401(k) Plan
Ozark Health, Inc. 401(k) Plan vs. nearby 401(k) plans in Alaska, assets vs. participants
Compare Ozark Health, Inc. 401(k) Plan side-by-side with 3 peers →

Ozark Health, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alaska, the nearest 401(k) by assets is 160 Retirement Plan in IL ($3M); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Health, Inc. 401(k) Plan assets move in 2023? ▼
Ozark Health, Inc. 401(k) Plan surged - up 56.1% during 2023, from $2M to $3M. Reported net income was $968K.
How have Ozark Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozark Health, Inc.'s sponsor-wide assets grew 110.2%, from $2M to $4M.
Which 401(k) plans are similar in size to Ozark Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 160 Retirement Plan in IL ($3M, 727 participants).
Which 401(k) plans cover a similar participant headcount to Ozark Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants, $24M 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 710407683.

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.