401(k) · DOL Form 5500 · 2024

Security Bank of the Ozarks 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
64
Participants Small participant base
32nd
Percentile by assets National rank
$38,938
Avg per participant Low balance/head
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Official DOL plan name: Security Bank of the Ozarks 401(k) Profit Sharing Plan · Sponsored by Security Bank of the Ozarks · Missouri · Finance & Insurance

$2M in assets, 64 participants

Security Bank of the Ozarks's Security Bank of the Ozarks 401(k) Profit Sharing Plan reported $2M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,754 in Finance & Insurance (8,549 peers)

Security Bank of the Ozarks multi-year trail

Security Bank of the Ozarks's plans moved +11.8% in assets from 2022 to 2024; this filing shows Security Bank of the Ozarks 401(k) Profit Sharing Plan at $2M / 64 participants.

#1,754
in Finance & Insurance (8,549 peers)
+17.3%
assets growth YoY

Security Bank of the Ozarks 401(k) Profit Sharing Plan among the smaller filed plans by assets

Security Bank of the Ozarks 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,492,028 32nd percentile higher than 32% 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

Security Bank of the Ozarks 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Security Bank of the Ozarks 401(k) Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Security Bank of the Ozarks 401(k) Profit Sharing Plan reported net income rose from -$104K in the plan year 2023 filing to $367K in the plan year 2024 filing.
  • Security Bank of the Ozarks 401(k) Profit Sharing Plan reported participants rose from 50 in the plan year 2023 filing to 64 in the plan year 2024 filing.
  • Security Bank of the Ozarks 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 430745489 · Security Bank of the Ozarks PY 2024 · 401(k)

Security Bank of the Ozarks 401(k) Profit Sharing Plan · $2M · 64 · 32nd

  • PART $2M
  • PART 64
  • PART 32nd
  • PART 401(k)
  • PART near Equity Builders Inc. Dba Premier Kitchen and Bath Retirement Trust
  • PART ind #1754

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 Finance & Insurance retirement plans → · Plans in Missouri →

Security Bank of the Ozarks 401(k) Profit Sharing Plan in the asset neighbourhood

Security Bank of the Ozarks 401(k) Profit Sharing PlanSecurity Bank of the Ozarks …$2MEquity Builders Inc. Dba Premier Kitchen and Bath Retirement TrustEquity Builders Inc. Dba Pre…$2MCade, Crenshaw & Associates, P.C. 401(k) Retirement PlanCade, Crenshaw & Associates,…$2MLegacy Advisors, Inc 401(k) Profit Sharing PlanLegacy Advisors, Inc 401(k) …$2MAssociates in Gastroenterology, PLLC Profit Sharing PlanAssociates in Gastroenterolo…$2M
End-of-year total assets ($M) among Security Bank of the Ozarks 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Security Bank of the Ozarks multi-year asset trail

Sponsor-wide plan assets over time

All Security Bank of the Ozarks plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.818278493485492% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M 202220232024 $2.23M $2.49M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 53 $2M
2023 1 50 $2M
2024 1 64 $2M

Security Bank of the Ozarks filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$367K
Employer EIN430745489
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Security Bank of the Ozarks 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Security Bank of the Ozarks 401(k) Profit Sharing Plan, Total assets ($B): 0.002492028 · Participants: 64Security Bank of the Ozarks 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Security Bank of the Ozarks 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Security Bank of the Ozarks 401(k) Profit Sharing Plan side-by-side with 3 peers →

Security Bank of the Ozarks 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Equity Builders Inc. Dba Premier Kitchen and Bath Retirement Trust in AZ ($2M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Security Bank of the Ozarks 401(k) Profit Sharing Plan assets move in 2024? ▼
Security Bank of the Ozarks 401(k) Profit Sharing Plan grew sharply - up 17.3% during 2024, from $2M to $2M. Reported net income was $367K.
How have Security Bank of the Ozarks plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Security Bank of the Ozarks's sponsor-wide assets grew 11.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Security Bank of the Ozarks 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Equity Builders Inc. Dba Premier Kitchen and Bath Retirement Trust in AZ ($2M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Security Bank of the Ozarks 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 430745489.

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.