401(k) · DOL Form 5500 · 2023

The Arc of the Ozarks 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,545
Participants Near avg headcount
58th
Percentile by assets National rank
$6,362
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of the Arc of the Ozarks · Sponsored by The Arc of the Ozarks · Missouri · Other Services

$10M in assets, 1,545 participants

The Arc of the Ozarks's 403(b) Thrift Plan for Employees of the Arc of the Ozarks reported $10M in total assets and 1,545 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,975 in Other Services (7,857 peers)

Coverage in Missouri

403(b) Thrift Plan for Employees of the Arc of the Ozarks covers 1,545 participants in Missouri, 2.1x the typical Missouri plan (state average ~737 per filing). Assets: $10M.

#5,975
in Other Services (7,857 peers)
+33.3%
assets growth YoY

403(b) Thrift Plan for Employees of the Arc of the Ozarks's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan for Employees of the Arc of the Ozarks vs every filed plan by assets

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

$9,829,665 Top 42% higher than 58% 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

403(b) Thrift Plan for Employees of the Arc of the Ozarks'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. 403(b) Thrift Plan for Employees of the Arc of the Ozarks lands in the large band (1,545 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of the Arc of the Ozarks reported net income rose from -$527K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of the Arc of the Ozarks reported participants rose from 334 in the plan year 2022 filing to 1,545 in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of the Arc of the Ozarks end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 436049004 · The Arc of the Ozarks PY 2023 · 401(k)

403(b) Thrift Plan for Employees of the Arc of the Ozarks · $10M · 1,545 · 58th

  • NET $10M
  • NET 1,545
  • NET 58th
  • NET 401(k)
  • NET near United Actuarial Services, Inc. 401(k) Plan
  • NET ind #5975

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 Other Services retirement plans → · Plans in Missouri →

403(b) Thrift Plan for Employees of the Arc of the Ozarks in the asset neighbourhood

403(b) Thrift Plan for Employees of the Arc of the Ozarks403(b) Thrift Plan for Emplo…$10MUnited Actuarial Services, Inc. 401(k) PlanUnited Actuarial Services, I…$10MYugabytedb, Inc 401(k) Plan$10MNelson & Nelson Profit Sharing PlanNelson & Nelson Profit Shari…$10MMcree Ford, Inc. Retirement Savings PlanMcree Ford, Inc. Retirement …$10M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of the Arc of the Ozarks and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN436049004
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Arc of the Ozarks)

Sponsor-wide plan assets over time

All The Arc of the Ozarks plans reported in each filing year

Latest sponsor-wide plan assets
$13M 76.41864246897222% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.37M $13M ▲ +76.5%
Year Plans Participants Total Assets
2022 1 334 $7M
2023 1 1,545 $10M
2024 1 1,864 $13M

Nearby 401(k) Plans in Missouri

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

403(b) Thrift Plan for Employees of the Arc of the Ozarks vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan for Employees of the Arc of the Ozarks, Total assets ($B): 0.009829665 · Participants: 1545403(b) Thrift Plan for Employees of the Arc of the OzarksEdward 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
403(b) Thrift Plan for Employees of the Arc of the Ozarks vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare 403(b) Thrift Plan for Employees of the Arc of the Ozarks side-by-side with 3 peers →

403(b) Thrift Plan for Employees of the Arc of the Ozarks's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is United Actuarial Services, Inc. 401(k) Plan in IN ($10M); by covered participants it is Acuity Brands Lighting, Inc. 401(k) Plan for Hourly Employees in GA (1,545 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,545 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 403(b) Thrift Plan for Employees of the Arc of the Ozarks assets move in 2023? ▼
403(b) Thrift Plan for Employees of the Arc of the Ozarks surged - up 33.3% during 2023, from $7M to $10M. Reported net income was $2M.
How have The Arc of the Ozarks plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Arc of the Ozarks's sponsor-wide assets grew 76.4%, from $7M to $13M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of the Arc of the Ozarks? ▼
Among 401(k) plans in other states, the closest by assets is United Actuarial Services, Inc. 401(k) Plan in IN ($10M, 47 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of the Arc of the Ozarks? ▼
Among 401(k) plans in other states, the closest by covered participants is Acuity Brands Lighting, Inc. 401(k) Plan for Hourly Employees in GA (1,545 participants, $15M 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 436049004.

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.