Other · DOL Form 5500 · 2023

Ozark Action, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
144
Participants Small participant base
42nd
Percentile by assets National rank
$31,379
Avg per participant Low balance/head
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Official DOL plan name: Ozark Action, Inc. 403(b) Plan · Sponsored by Ozark Action, Inc. · Missouri · Healthcare & Social Assistance

$5M in assets, 144 participants

Ozark Action, Inc.'s Ozark Action, Inc. 403(b) Plan reported $5M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,115 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Ozark Action, Inc. 403(b) Plan covers 144 participants in Missouri, about 20% of the average Missouri filer (state average ~737 per filing). Assets: $5M.

#8,115
in Healthcare & Social Assistance (17,684 peers)
+6.4%
assets growth YoY

Ozark Action, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ozark Action, Inc. 403(b) Plan vs every filed plan by assets

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

$4,518,642 42nd percentile higher than 42% 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 Action, Inc. 403(b) 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. Ozark Action, Inc. 403(b) Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ozark Action, Inc. 403(b) Plan reported net income fell from $425K in the plan year 2022 filing to $274K in the plan year 2023 filing.
  • Ozark Action, Inc. 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ozark Action, Inc. 403(b) Plan reported participants rose from 139 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 430838508 · Ozark Action, Inc. PY 2023 · Other

Ozark Action, Inc. 403(b) Plan · $5M · 144 · 42nd

  • ASSETS $5M
  • ASSETS 144
  • ASSETS 42nd
  • ASSETS Other
  • ASSETS near The Caring Community of Ct, Inc. 403(b) Plan
  • ASSETS ind #8115

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 Missouri →

Ozark Action, Inc. 403(b) Plan in the asset neighbourhood

Ozark Action, Inc. 403(b) PlanOzark Action, Inc. 403(b) Pl…$5MThe Caring Community of Ct, Inc. 403(b) PlanThe Caring Community of Ct, …$5MVictor Treatment Centers 403(b) PlanVictor Treatment Centers 403…$5MCommquest Services, Inc. 403(b) PlanCommquest Services, Inc. 403…$5MCommunity Day School Retirement Savings PlanCommunity Day School Retirem…$5M
End-of-year total assets ($M) among Ozark Action, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$274K
Employer EIN430838508
Plan Effective Date1994-03-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Ozark Action, Inc.)

Sponsor-wide plan assets over time

All Ozark Action, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.261492790040874% vs 2022
2024 filing year
$4.2M$4.3M$4.4M$4.5M$4.6M 202220232024 $4.25M $4.47M ▲ +5.2%
Year Plans Participants Total Assets
2022 1 139 $4M
2023 1 144 $5M
2024 1 135 $4M

Nearby Other Plans in Missouri

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

Ozark Action, Inc. 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Ozark Action, Inc. 403(b) Plan, Total assets ($B): 0.004518642 · Participants: 144Ozark Action, Inc. 403(b) PlanWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
Ozark Action, Inc. 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Ozark Action, Inc. 403(b) Plan side-by-side with 3 peers →

Ozark Action, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is The Caring Community of Ct, Inc. 403(b) Plan in CT ($5M); by covered participants it is Uhealthsolutions, Inc. Section 403(b) Plan in MA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Action, Inc. 403(b) Plan assets move in 2023? ▼
Ozark Action, Inc. 403(b) Plan grew at a solid clip - up 6.4% during 2023, from $4M to $5M. Reported net income was $274K.
How have Ozark Action, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozark Action, Inc.'s sponsor-wide assets grew 5.3%, from $4M to $4M.
Which Other plans are similar in size to Ozark Action, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Caring Community of Ct, Inc. 403(b) Plan in CT ($5M, 235 participants).
Which Other plans cover a similar participant headcount to Ozark Action, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Uhealthsolutions, Inc. Section 403(b) Plan in MA (144 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 430838508.

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.