Other · DOL Form 5500 · 2024
College of the Ozarks Retirement Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 343
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $210,072
- Avg per participant Above avg balance/head
Official DOL plan name: College of the Ozarks Defined Contribution Retirement Plan · Sponsored by College of the Ozarks · Missouri · Educational Services
$72M in assets, 343 participants
College of the Ozarks's College of the Ozarks Defined Contribution Retirement Plan reported $72M in total assets and 343 participants in its 2024 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.
- #2,843 in Educational Services (3,638 peers)
Coverage in Missouri
College of the Ozarks Defined Contribution Retirement Plan covers 343 participants in Missouri, about 47% of the average Missouri filer (state average ~737 per filing). Assets: $72M.
- #2,843
- in Educational Services (3,638 peers)
- +4.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
College of the Ozarks Defined Contribution Retirement Plan's outsized position by total assets
College of the Ozarks Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$72,054,751 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
College of the Ozarks Defined Contribution Retirement Plan 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. College of the Ozarks Defined Contribution Retirement Plan sits mid-pack in the medium band (343 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- College of the Ozarks Defined Contribution Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- College of the Ozarks Defined Contribution Retirement Plan end-of-year assets rose from $69M in the plan year 2023 filing to $72M in the plan year 2024 filing.
- College of the Ozarks Defined Contribution Retirement Plan reported participants fell from 350 in the plan year 2023 filing to 343 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 440556862 · College of the Ozarks PY 2024 · Other
College of the Ozarks Defined Contribution Retirement Plan · $72M · 343 · 88th
- RANK $72M
- RANK 343
- RANK 88th
- RANK Other
- RANK near New York State Technology Enterprise Corporation 403b Retirement Plan
- RANK ind #2843
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 Educational Services retirement plans → · Plans in Missouri →
College of the Ozarks Defined Contribution Retirement Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $3M |
| Employer EIN | 440556862 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (College of the Ozarks)
Sponsor-wide plan assets over time
All College of the Ozarks plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 23.614003539536373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 327 | $58M |
| 2023 | 1 | 350 | $69M |
| 2024 | 1 | 343 | $72M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $7.5B · 26,975
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $1.1B · 9,184
- Cox Savings Incentive Plan $964M · 13,001
- Saint Louis University 403(b) Annuity Plan $962M · 4,219
- University Health 403(b) Plan $297M · 4,646
College of the Ozarks Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is New York State Technology Enterprise Corporation 403b Retirement Plan in NY ($72M); by covered participants it is Misericordia University Tax-Deferred Annuity Retirement Plan in PA (343 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
Similar participant headcount
Nearest other-state filings by covered participants (343 participants); asset peers above are excluded.
- Misericordia University Tax-Deferred Annuity Retirement Plan (PA) 343 · 0 off
- Amhc Retirement Plan (ME) 343 · 0 off
- Parker University 403(b) DC Plan (TX) 343 · 0 off
- South Texas College of Law Houston 403(b) Plan (TX) 343 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.