Other · DOL Form 5500 · 2023

Ozark Opportunities Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
89
Participants Small participant base
31st
Percentile by assets National rank
$23,093
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ozark Opportunities Inc. 403b Plan · Sponsored by Ozark Opportunities Inc. · Arkansas · Healthcare & Social Assistance

$2M in assets, 89 participants

Ozark Opportunities Inc.'s Ozark Opportunities Inc. 403b Plan reported $2M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,201 in Healthcare & Social Assistance (17,684 peers)

Ozark Opportunities Inc. multi-year trail

Ozark Opportunities Inc.'s plans moved -23.6% in assets from 2022 to 2024; this filing shows Ozark Opportunities Inc. 403b Plan at $2M / 89 participants.

#5,201
in Healthcare & Social Assistance (17,684 peers)
-23.1%
assets change YoY

The plan reported a net loss of $619K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ozark Opportunities Inc. 403b Plan among the smaller filed plans by assets

Ozark Opportunities Inc. 403b Plan vs every filed plan by assets

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

$2,055,275 31st percentile higher than 31% 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 Opportunities Inc. 403b Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ozark Opportunities Inc. 403b Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ozark Opportunities Inc. 403b Plan reported net income fell from -$100K in the plan year 2022 filing to -$619K in the plan year 2023 filing.
  • Ozark Opportunities Inc. 403b Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ozark Opportunities Inc. 403b Plan reported participants fell from 94 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 710407485 · Ozark Opportunities Inc. PY 2023 · Other

Ozark Opportunities Inc. 403b Plan · $2M · 89 · 31st

  • EBSA $2M
  • EBSA 89
  • EBSA 31st
  • EBSA Other
  • EBSA near Acbsp Defined Contribution Retirement Plan for All Employees
  • EBSA ind #5201

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 Arkansas →

Ozark Opportunities Inc. 403b Plan in the asset neighbourhood

Ozark Opportunities Inc. 403b PlanOzark Opportunities Inc. 403…$2MCarelink of Jackson Tax Deferred Annuity PlanCarelink of Jackson Tax Defe…$2MCalifornia Vocations, Inc. Employer Matching Retirement PlanCalifornia Vocations, Inc. E…$2MAcbsp Defined Contribution Retirement Plan for All EmployeesAcbsp Defined Contribution R…$2MDC Scholars Public Charter School 403(b) Retirement PlanDC Scholars Public Charter S…$2M
End-of-year total assets ($M) among Ozark Opportunities Inc. 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ozark Opportunities Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ozark Opportunities Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.640250456459967% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.67M $2.04M ▼ -23.6%
Year Plans Participants Total Assets
2022 1 94 $3M
2023 1 89 $2M
2024 1 95 $2M

Ozark Opportunities Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$619K
Employer EIN710407485
Plan Effective Date2009-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Arkansas

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

Ozark Opportunities Inc. 403b Plan vs. nearby Other plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Ozark Opportunities Inc. 403b Plan, Total assets ($M): 2.055275 · Participants: 89Ozark Opportunities Inc. 403b PlanArkansas Children's Retirement Plan, Total assets ($M): 392.001228 · Participants: 4803Arkansas Children's Retirement PlanBaptist Health 403(b) Plan, Total assets ($M): 376.362089 · Participants: 10987Baptist Health 403(b) PlanHarding University Defined Contribution Retirement Plan, Total assets ($M): 189.314679 · Participants: 693Harding University Defined Contribution Retirement PlanHendrix College Defined Contribution Retirement Plan, Total assets ($M): 94.572362 · Participants: 483Hendrix College Defined Contribution Retirement PlanWinrock International Institute for Agricultural Development Defined Contribution Plan, Total assets ($M): 84.824801 · Participants: 241Winrock International Institute for Agricultural Development Defined Contribution Plan
Ozark Opportunities Inc. 403b Plan vs. nearby Other plans in Arkansas, assets vs. participants
Compare Ozark Opportunities Inc. 403b Plan side-by-side with 3 peers →

Ozark Opportunities Inc. 403b Plan's out-of-state Other peers by assets and headcount

Outside Arkansas, the nearest Other by assets is Acbsp Defined Contribution Retirement Plan for All Employees in KS ($2M); by covered participants it is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Opportunities Inc. 403b Plan assets move in 2023? ▼
Ozark Opportunities Inc. 403b Plan declined sharply - down 23.1% during 2023, from $3M to $2M. Reported net income was -$619K.
How have Ozark Opportunities Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozark Opportunities Inc.'s sponsor-wide assets declined 23.6%, from $3M to $2M.
Which Other plans are similar in size to Ozark Opportunities Inc. 403b Plan? ▼
Among Other plans in other states, the closest by assets is Acbsp Defined Contribution Retirement Plan for All Employees in KS ($2M, 11 participants).
Which Other plans cover a similar participant headcount to Ozark Opportunities Inc. 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants, $5M 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 710407485.

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.