401(k) · DOL Form 5500 · 2023

Ozark Trucking Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
83
Participants Small participant base
70th
Percentile by assets National rank
$214,310
Avg per participant Above avg balance/head
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Official DOL plan name: Ozark Trucking, Inc. 401(k) Plan & Trust · Sponsored by Ozark Trucking Inc. · California · Transportation & Warehousing

$18M in assets, 83 participants

Ozark Trucking Inc.'s Ozark Trucking, Inc. 401(k) Plan & Trust reported $18M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,365 in Transportation & Warehousing (3,362 peers)

Ozark Trucking Inc. multi-year trail

Ozark Trucking Inc.'s plans moved +17.8% in assets from 2022 to 2024; this filing shows Ozark Trucking, Inc. 401(k) Plan & Trust at $18M / 83 participants.

#2,365
in Transportation & Warehousing (3,362 peers)
+11.1%
assets growth YoY

Ozark Trucking, Inc. 401(k) Plan & Trust's outsized position by total assets

Ozark Trucking, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$17,787,705 Top 30% higher than 70% 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 Trucking, Inc. 401(k) Plan & Trust 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 Trucking, Inc. 401(k) Plan & Trust is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ozark Trucking, Inc. 401(k) Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ozark Trucking, Inc. 401(k) Plan & Trust end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Ozark Trucking, Inc. 401(k) Plan & Trust reported participants fell from 85 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930999634 · Ozark Trucking Inc. PY 2023 · 401(k)

Ozark Trucking, Inc. 401(k) Plan & Trust · $18M · 83 · 70th

  • BOOK $18M
  • BOOK 83
  • BOOK 70th
  • BOOK 401(k)
  • BOOK near Mid-Mi Anesthesiology Group, P.C. 401(k) Plan
  • BOOK ind #2365

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 Transportation & Warehousing retirement plans → · Plans in California →

Ozark Trucking, Inc. 401(k) Plan & Trust in the asset neighbourhood

Ozark Trucking, Inc. 401(k) Plan & TrustOzark Trucking, Inc. 401(k) …$18MMid-Mi Anesthesiology Group, P.C. 401(k) PlanMid-Mi Anesthesiology Group,…$18MHalvor Lines, Inc. Employees' 401(k) Profit Sharing PlanHalvor Lines, Inc. Employees…$18MLittfin Lumber Company 401(k) Profit Sharing PlanLittfin Lumber Company 401(k…$18MBiehle Electric, Inc. 401(k) Profit Sharing PlanBiehle Electric, Inc. 401(k)…$18M
End-of-year total assets ($M) among Ozark Trucking, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ozark Trucking Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ozark Trucking Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 17.8090047140945% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16M $18.9M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 85 $16M
2023 1 83 $18M
2024 1 77 $19M

Ozark Trucking Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN930999634
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ozark Trucking, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ozark Trucking, Inc. 401(k) Plan & Trust, Total assets ($B): 0.017787705 · Participants: 83Ozark Trucking, Inc. 401(k) Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ozark Trucking, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Ozark Trucking, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Ozark Trucking, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mid-Mi Anesthesiology Group, P.C. 401(k) Plan in MI ($18M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Trucking, Inc. 401(k) Plan & Trust assets move in 2023? ▼
Ozark Trucking, Inc. 401(k) Plan & Trust grew at a solid clip - up 11.1% during 2023, from $16M to $18M. Reported net income was $2M.
How have Ozark Trucking Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozark Trucking Inc.'s sponsor-wide assets grew 17.8%, from $16M to $19M.
Which 401(k) plans are similar in size to Ozark Trucking, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mid-Mi Anesthesiology Group, P.C. 401(k) Plan in MI ($18M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Ozark Trucking, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 participants, N/A 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 930999634.

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.