OZARK MACHINE COMPANY, INC. EMPLOYEES STOCK OWNERSHIP TRUST
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
OZARK MACHINE COMPANY, INC.
This Other plan holds N/A in total assets and serves 12 participants as of 2023. It is sponsored by OZARK MACHINE COMPANY, INC. in Missouri.
What the Filing Says About OZARK MACHINE COMPANY, INC. EMPLOYEES STOCK OWNERSHIP TRUST
OZARK MACHINE COMPANY, INC. EMPLOYEES STOCK OWNERSHIP TRUST is a Other retirement plan sponsored by OZARK MACHINE COMPANY, INC., headquartered in Missouri. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 12 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 430814511, and the plan has been effective since 1992-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Other |
| Employer EIN | 430814511 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (OZARK MACHINE COMPANY, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 28 | N/A |
| 2023 | 1 | 12 | N/A |
Nearby Other Plans in Missouri
Peer Other plans — same state, same plan type — ranked by total assets.
- CARPENTERS PENSION TRUST FUND OF ST. LOUIS $3.3B · 11,420
- MCCARTHY EMPLOYEE STOCK OWNERSHIP PLAN $1.5B · 3,651
- CARPENTERS PENSION TRUST FUND OF KANSAS CITY $1.4B · 5,851
- CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. $1.1B · 3,491
- COMMERCE BANCSHARES, INC. PARTICIPATING INVESTMENT PLAN $982M · 4,540
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Frequently Asked Questions
How much money is in the OZARK MACHINE COMPANY, INC. EMPLOYEES STOCK OWNERSHIP TRUST? ▼
What type of plan is OZARK MACHINE COMPANY, INC. EMPLOYEES STOCK OWNERSHIP TRUST? ▼
Who sponsors the OZARK MACHINE COMPANY, INC. EMPLOYEES STOCK OWNERSHIP TRUST? ▼
How did OZARK MACHINE COMPANY, INC. EMPLOYEES STOCK OWNERSHIP TRUST perform in 2023? ▼
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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 430814511.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.