Other · DOL Form 5500 · 2022
Ozarks Healthcare Retirement Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 1,170
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $41,123
- Avg per participant Low balance/head
Official DOL plan name: Ozarks Healthcare 403(b) Plan · Sponsored by Ozarks Healthcare · Missouri · Healthcare & Social Assistance
$48M in assets, 1,170 participants
Ozarks Healthcare's Ozarks Healthcare 403(b) Plan reported $48M in total assets and 1,170 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #17,976 in Healthcare & Social Assistance (20,060 peers)
Where Ozarks Healthcare 403(b) Plan sits by assets
Ozarks Healthcare 403(b) Plan sits in the top quartile of all filed plans by assets, $48M for 1,170 participants (~$41,123/participant), down 23.8% in 2022.
- #17,976
- in Healthcare & Social Assistance (20,060 peers)
- -23.8%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ozarks Healthcare 403(b) Plan's outsized position by total assets
Ozarks Healthcare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$48,113,608 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ozarks Healthcare 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ozarks Healthcare 403(b) Plan lands in the large band (1,170 participants).
Published 5500 schedule card
Filing strip 446005758 · Ozarks Healthcare PY 2022 · Other
Ozarks Healthcare 403(b) Plan · $48M · 1,170 · 88th
- ASSETS $48M
- PCT 1,170
- EIN 88th
- RANK Other
- PHOTO near Summit Health Care Regional Medical Center Performance Based Flexible Contribution Retirement Plan
- IND ind #17976
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 →
Ozarks Healthcare 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | -$15M |
| Employer EIN | 446005758 |
| Plan Effective Date | 1994-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ozarks Healthcare)
Sponsor-wide plan assets over time
All Ozarks Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 9.292876144312437% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,170 | $48M |
| 2023 | 1 | 1,277 | $51M |
| 2024 | 1 | 1,213 | $53M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Saint Louis University 403(b) Annuity Plan $842M · 2,398
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $807M · 7,405
- Cox Savings Incentive Plan $708M · 11,821
- Bjc 403(b) Plan $371M · 5,418
- Webster University Defined Contribution Retirement Plan $207M · 706
Ozarks Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Summit Health Care Regional Medical Center Performance Based Flexible Contribution Retirement Plan in AZ ($48M); by covered participants it is New York Center for Interpersonal Development 403(b) Plan in NY (1,171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,170 participants); asset peers above are excluded.
- New York Center for Interpersonal Development 403(b) Plan (NY) 1,171 · 1 off
- Mrci 403(b) Plan (MN) 1,169 · 1 off
- Wheeler Clinic, Inc. 403(b) Plan (CT) 1,171 · 1 off
- Carteret County General Hospital Tax Deferred Savings Plan (NC) 1,172 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.