Other · DOL Form 5500 · 2023
Ozarks Healthcare Retirement Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 1,277
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $39,625
- Avg per participant Low balance/head
Official DOL plan name: Ozarks Healthcare 403(b) Plan · Sponsored by Ozarks Healthcare · Missouri · Healthcare & Social Assistance
$51M in assets, 1,277 participants
Ozarks Healthcare's Ozarks Healthcare 403(b) Plan reported $51M in total assets and 1,277 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #15,530 in Healthcare & Social Assistance (17,684 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, $51M for 1,277 participants (~$39,625/participant), up 5.2% in 2023.
- #15,530
- in Healthcare & Social Assistance (17,684 peers)
- +5.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$50,601,514 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ozarks Healthcare 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (1,277 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ozarks Healthcare 403(b) Plan reported net income rose from -$15M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Ozarks Healthcare 403(b) Plan reported participants rose from 1,170 in the plan year 2022 filing to 1,277 in the plan year 2023 filing.
- Ozarks Healthcare 403(b) Plan end-of-year assets rose from $48M in the plan year 2022 filing to $51M in the plan year 2023 filing.
DOL schedule card
Filing strip 446005758 · Ozarks Healthcare PY 2023 · Other
Ozarks Healthcare 403(b) Plan · $51M · 1,277 · 86th
- TYPE $51M
- NET 1,277
- BOOK 86th
- VS-ST Other
- BOY near San Francisco University High School Defined Contribution Retirement Plan
- SCH ind #15530
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 (2023)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $2M |
| 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.
- Washington University Retirement Savings Plan $6.7B · 25,521
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $969M · 8,984
- Saint Louis University 403(b) Annuity Plan $910M · 4,784
- Cox Savings Incentive Plan $836M · 12,220
- Bjc 403(b) Plan $448M · 5,284
Ozarks Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is San Francisco University High School Defined Contribution Retirement Plan in CA ($51M); by covered participants it is Firelands Regional Medical Center 403(b) Plan in OH (1,277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,277 participants); asset peers above are excluded.
- Firelands Regional Medical Center 403(b) Plan (OH) 1,277 · 0 off
- Chicago Area Ib of T Severance and Retirement Plan (IL) 1,277 · 0 off
- Tanana Chiefs Conference 403b Retirement Savings Plan (AK) 1,278 · 1 off
- Goodwill Easter Seals Miami Valley 403(b) Plan (OH) 1,276 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.