401(k) · DOL Form 5500 · 2024
The Commercial Bank of Ozark 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $162,065
- Avg per participant Above avg balance/head
Official DOL plan name: The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan · Sponsored by The Commercial Bank of Ozark · Alabama · Finance & Insurance
$3M in assets, 18 participants
The Commercial Bank of Ozark's The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan reported $3M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #1,871 in Finance & Insurance (8,549 peers)
The Commercial Bank of Ozark multi-year trail
The Commercial Bank of Ozark's plans moved +11.9% in assets from 2022 to 2024; this filing shows The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan at $3M / 18 participants.
- #1,871
- in Finance & Insurance (8,549 peers)
- -1.3%
- assets change YoY
The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,917,174 34th percentile higher than 34% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan reported net income fell from $349K in the plan year 2023 filing to -$39K in the plan year 2024 filing.
- The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan reported participants fell from 19 in the plan year 2023 filing to 18 in the plan year 2024 filing.
- The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 630393244 · The Commercial Bank of Ozark PY 2024 · 401(k)
The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan · $3M · 18 · 34th
- NET $3M
- NET 18
- NET 34th
- NET 401(k)
- NET near Healthcare Sc, LLC 401(k) Plan
- NET ind #1871
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 Finance & Insurance retirement plans → · Plans in Alabama →
The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan in the asset neighbourhood
The Commercial Bank of Ozark multi-year asset trail
Sponsor-wide plan assets over time
All The Commercial Bank of Ozark plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 11.899539616672% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $3M |
| 2023 | 1 | 19 | $3M |
| 2024 | 1 | 18 | $3M |
The Commercial Bank of Ozark filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$39K |
| Employer EIN | 630393244 |
| Plan Effective Date | 1973-12-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Healthcare Sc, LLC 401(k) Plan in SC ($3M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Healthcare Sc, LLC 401(k) Plan (SC) $3M · 504
- Ok International Corp. Profit Sharing Plan and Trust (MA) $3M · 37
- Pcm 401(k) Plan (NJ) $3M · 14
- Sportsmed Pt LLC 401(k) Profit Sharing Plan (NJ) $3M · 188
Similar participant headcount
Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.