Other · DOL Form 5500 · 2023

University of the Ozarks Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
441
Participants Below avg headcount
76th
Percentile by assets National rank
$56,803
Avg per participant Low balance/head
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Official DOL plan name: University of the Ozarks Defined Contribution Retirement Plan · Sponsored by University of the Ozarks · Arkansas · Educational Services

$25M in assets, 441 participants

University of the Ozarks's University of the Ozarks Defined Contribution Retirement Plan reported $25M in total assets and 441 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,271 in Educational Services (3,735 peers)

Coverage in Arkansas

University of the Ozarks Defined Contribution Retirement Plan covers 441 participants in Arkansas, about 16% of the average Arkansas filer (state average ~2,784 per filing). Assets: $25M.

#2,271
in Educational Services (3,735 peers)
+8.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

University of the Ozarks Defined Contribution Retirement Plan's outsized position by total assets

University of the Ozarks Defined Contribution Retirement Plan vs every filed plan by assets

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

$25,050,336 Top 24% higher than 76% 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

University of the Ozarks Defined Contribution Retirement 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. University of the Ozarks Defined Contribution Retirement Plan sits mid-pack in the medium band (441 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of the Ozarks Defined Contribution Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • University of the Ozarks Defined Contribution Retirement Plan reported participants rose from 432 in the plan year 2022 filing to 441 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 710236867 · University of the Ozarks PY 2023 · Other

University of the Ozarks Defined Contribution Retirement Plan · $25M · 441 · 76th

  • TYPE $25M
  • TYPE 441
  • TYPE 76th
  • TYPE Other
  • TYPE near The Common Application Inc. 403b Plan
  • TYPE ind #2271

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 Educational Services retirement plans → · Plans in Arkansas →

University of the Ozarks Defined Contribution Retirement Plan in the asset neighbourhood

The Common Application Inc. 403b PlanThe Common Application Inc. …$25MUniversity of the Ozarks Defined Contribution Retirement PlanUniversity of the Ozarks Def…$25M403(b) Thrift Plan for Employees of the San Francisco Food Bank403(b) Thrift Plan for Emplo…$25MSilicon Valley International School 403(b)Retirement PlanSilicon Valley International…$25MFrancis W. Parker School Tax Deferred Annuity PlanFrancis W. Parker School Tax…$25M
End-of-year total assets ($M) among University of the Ozarks Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Arkansas filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN710236867
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of the Ozarks)

Sponsor-wide plan assets over time

All University of the Ozarks plans reported in each filing year

Latest sponsor-wide plan assets
$27M 19.303061951213127% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $23M $27.4M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 432 $23M
2023 1 441 $25M
2024 1 335 $27M

Nearby Other Plans in Arkansas

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

University of the Ozarks Defined Contribution Retirement Plan vs. nearby Other plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0100200300400500 Total assets ($M) Participants University of the Ozarks Defined Contribution Retirement Plan, Total assets ($M): 25.050336 · Participants: 441University of the Ozarks Defined Contribution Retirement 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
University of the Ozarks Defined Contribution Retirement Plan vs. nearby Other plans in Arkansas, assets vs. participants
Compare University of the Ozarks Defined Contribution Retirement Plan side-by-side with 3 peers →

University of the Ozarks Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Arkansas, the nearest Other by assets is The Common Application Inc. 403b Plan in VA ($25M); by covered participants it is Wahiawa General Hospital Retirement Savings Plan in HI (441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (441 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 University of the Ozarks Defined Contribution Retirement Plan assets move in 2023? ▼
University of the Ozarks Defined Contribution Retirement Plan grew at a solid clip - up 8.9% during 2023, from $23M to $25M. Reported net income was $2M.
How have University of the Ozarks plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of the Ozarks's sponsor-wide assets grew 19.3%, from $23M to $27M.
Where does University of the Ozarks Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
University of the Ozarks Defined Contribution Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University of the Ozarks Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Common Application Inc. 403b Plan in VA ($25M, 144 participants).
Which Other plans cover a similar participant headcount to University of the Ozarks Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Wahiawa General Hospital Retirement Savings Plan in HI (441 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 710236867.

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.