401(k) · DOL Form 5500 · 2024

Ozark Motor Lines, Inc 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
877
Participants Near avg headcount
68th
Percentile by assets National rank
$20,091
Avg per participant Low balance/head
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Official DOL plan name: Ozark Motor Lines, Inc 401(k) Plan & Trust · Sponsored by Ozark Motor Lines, Inc · Tennessee · Transportation & Warehousing

$18M in assets, 877 participants

Ozark Motor Lines, Inc's Ozark Motor Lines, Inc 401(k) Plan & Trust reported $18M in total assets and 877 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,243 in Transportation & Warehousing (3,299 peers)

Ozark Motor Lines, Inc multi-year trail

Ozark Motor Lines, Inc's plans moved +38.1% in assets from 2022 to 2024; this filing shows Ozark Motor Lines, Inc 401(k) Plan & Trust at $18M / 877 participants.

#2,243
in Transportation & Warehousing (3,299 peers)
+17.5%
assets growth YoY

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

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,619,723 Top 32% higher than 68% of 123,620 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 2024

Ozark Motor Lines, Inc 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ozark Motor Lines, Inc 401(k) Plan & Trust sits mid-pack in the medium band (877 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ozark Motor Lines, Inc 401(k) Plan & Trust end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Ozark Motor Lines, Inc 401(k) Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 620791191 · Ozark Motor Lines, Inc PY 2024 · 401(k)

Ozark Motor Lines, Inc 401(k) Plan & Trust · $18M · 877 · 68th

  • VS-ST $18M
  • BOY 877
  • SCH 68th
  • EBSA 401(k)
  • PART near Battalion Oil Corporation 401(k) Plan Retirement Plan
  • TYPE ind #2243

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 Tennessee →

Ozark Motor Lines, Inc 401(k) Plan & Trust in the asset neighbourhood

Ozark Motor Lines, Inc 401(k) Plan & TrustOzark Motor Lines, Inc 401(k…$18MBattalion Oil Corporation 401(k) Plan Retirement PlanBattalion Oil Corporation 40…$18MJarrett Enterprises 401(k) Profit Sharing PlanJarrett Enterprises 401(k) P…$18MClimatech, Inc. Retirement Savings PlanClimatech, Inc. Retirement S…$18MJ & D Tube Benders Inc. Profit Sharing PlanJ & D Tube Benders Inc. Prof…$18M
End-of-year total assets ($M) among Ozark Motor Lines, Inc 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ozark Motor Lines, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Ozark Motor Lines, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$18M 38.078948389242996% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.8M $17.6M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 881 $13M
2023 1 882 $15M
2024 1 877 $18M

Ozark Motor Lines, Inc filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN620791191
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Ozark Motor Lines, Inc 401(k) Plan & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Ozark Motor Lines, Inc 401(k) Plan & Trust, Total assets ($B): 0.017619723 · Participants: 877Ozark Motor Lines, Inc 401(k) Plan & TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Ozark Motor Lines, Inc 401(k) Plan & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants

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

Outside Tennessee, the nearest 401(k) by assets is Battalion Oil Corporation 401(k) Plan Retirement Plan in TX ($18M); by covered participants it is New Vista Behavioral Healthcare, Inc. 401(k) Plan in KY (877 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (877 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.

Frequently Asked Questions

How did Ozark Motor Lines, Inc 401(k) Plan & Trust assets move in 2024?
Ozark Motor Lines, Inc 401(k) Plan & Trust grew sharply - up 17.5% during 2024, from $15M to $18M. Reported net income was $3M.
How have Ozark Motor Lines, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Ozark Motor Lines, Inc's sponsor-wide assets grew 38.1%, from $13M to $18M.
Which 401(k) plans are similar in size to Ozark Motor Lines, Inc 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Battalion Oil Corporation 401(k) Plan Retirement Plan in TX ($18M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Ozark Motor Lines, Inc 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is New Vista Behavioral Healthcare, Inc. 401(k) Plan in KY (877 participants, $10M in assets).