401(k) · DOL Form 5500 · 2023

Change Academy at Lake of the Ozarks, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
1,425
Participants Near avg headcount
65th
Percentile by assets National rank
$9,687
Avg per participant Low balance/head
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Official DOL plan name: Embark Behavioral Health 401(k) Plan · Sponsored by Change Academy at Lake of the Ozarks, LLC · Arizona · Professional & Technical Services

$14M in assets, 1,425 participants

Change Academy at Lake of the Ozarks, LLC's Embark Behavioral Health 401(k) Plan reported $14M in total assets and 1,425 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,153 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Embark Behavioral Health 401(k) Plan covers 1,425 participants in Arizona, 2.5x the typical Arizona plan (state average ~564 per filing). Assets: $14M.

#13,153
in Professional & Technical Services (20,321 peers)
+37.5%
assets growth YoY

Embark Behavioral Health 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Embark Behavioral Health 401(k) Plan vs every filed plan by assets

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

$13,804,595 Top 35% higher than 65% 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

Embark Behavioral Health 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Embark Behavioral Health 401(k) Plan lands in the large band (1,425 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Embark Behavioral Health 401(k) Plan reported net income rose from -$432K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Embark Behavioral Health 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Embark Behavioral Health 401(k) Plan reported participants rose from 1,156 in the plan year 2022 filing to 1,425 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263297560 · Change Academy at Lake of the Ozarks, LLC PY 2023 · 401(k)

Embark Behavioral Health 401(k) Plan · $14M · 1,425 · 65th

  • EIN $14M
  • EIN 1,425
  • EIN 65th
  • EIN 401(k)
  • EIN near Bradford Schools 401(k) Profit Sharing Plan
  • EIN ind #13153

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Embark Behavioral Health 401(k) Plan in the asset neighbourhood

Embark Behavioral Health 401(k) PlanEmbark Behavioral Health 401…$14MBradford Schools 401(k) Profit Sharing PlanBradford Schools 401(k) Prof…$14MAsmodee North America, Inc. 401(k) PlanAsmodee North America, Inc. …$14MBrubaker & Associates, Inc. Profit Sharing and 401(k) PlanBrubaker & Associates, Inc. …$14MMountaineer Contractors, Inc. 401(k) Profit Sharing PlanMountaineer Contractors, Inc…$14M
End-of-year total assets ($M) among Embark Behavioral Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN263297560
Plan Effective Date2006-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Change Academy at Lake of the Ozarks, LLC)

Sponsor-wide plan assets over time

All Change Academy at Lake of the Ozarks, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 62.053118846510976% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10M $16.3M ▲ +62.1%
Year Plans Participants Total Assets
2022 1 1,156 $10M
2023 1 1,425 $14M
2024 1 1,435 $16M

Nearby 401(k) Plans in Arizona

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

Embark Behavioral Health 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Embark Behavioral Health 401(k) Plan, Total assets ($B): 0.013804595 · Participants: 1425Embark Behavioral Health 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Embark Behavioral Health 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Embark Behavioral Health 401(k) Plan side-by-side with 3 peers →

Embark Behavioral Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Bradford Schools 401(k) Profit Sharing Plan in PA ($14M); by covered participants it is Allison Transmission Hourly Employee Savings Plan in IN (1,425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,425 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 Embark Behavioral Health 401(k) Plan assets move in 2023? ▼
Embark Behavioral Health 401(k) Plan surged - up 37.5% during 2023, from $10M to $14M. Reported net income was $4M.
How have Change Academy at Lake of the Ozarks, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Change Academy at Lake of the Ozarks, LLC's sponsor-wide assets grew 62.1%, from $10M to $16M.
Which 401(k) plans are similar in size to Embark Behavioral Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bradford Schools 401(k) Profit Sharing Plan in PA ($14M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Embark Behavioral Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allison Transmission Hourly Employee Savings Plan in IN (1,425 participants, $137M 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 263297560.

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.