401(k) · DOL Form 5500 · 2024

Ozark Health, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
349
Participants Below avg headcount
37th
Percentile by assets National rank
$10,389
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ozark Health, Inc. 401(k) Plan · Sponsored by Ozark Health, Inc. · Arkansas · Healthcare & Social Assistance

$4M in assets, 349 participants

Ozark Health, Inc.'s Ozark Health, Inc. 401(k) Plan reported $4M in total assets and 349 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,411 in Healthcare & Social Assistance (16,916 peers)

Coverage in Arkansas

Ozark Health, Inc. 401(k) Plan covers 349 participants in Arkansas, about 13% of the average Arkansas filer (state average ~2,784 per filing). Assets: $4M.

#6,411
in Healthcare & Social Assistance (16,916 peers)
+34.6%
assets growth YoY

Ozark Health, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ozark Health, Inc. 401(k) Plan vs every filed plan by assets

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

$3,625,788 37th percentile higher than 37% 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 Health, Inc. 401(k) 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. Ozark Health, Inc. 401(k) Plan sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ozark Health, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Ozark Health, Inc. 401(k) Plan reported participants rose from 324 in the plan year 2023 filing to 349 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 710407683 · Ozark Health, Inc. PY 2024 · 401(k)

Ozark Health, Inc. 401(k) Plan · $4M · 349 · 37th

  • EOY $4M
  • 5500 349
  • ASSETS 37th
  • PCT 401(k)
  • EIN near Barrington Transportation Company, Inc. 401(k) Profit Sharing Trust
  • RANK ind #6411

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 Arkansas →

Ozark Health, Inc. 401(k) Plan in the asset neighbourhood

Ozark Health, Inc. 401(k) PlanOzark Health, Inc. 401(k) Pl…$4MBarrington Transportation Company, Inc. 401(k) Profit Sharing TrustBarrington Transportation Co…$4MDermatology Associates Retirement Savings PlanDermatology Associates Retir…$4MRohtstein Corp. Office 401(k) PlanRohtstein Corp. Office 401(k…$4MStern Therapy Consultants, LLC 401(k) PlanStern Therapy Consultants, L…$4M
End-of-year total assets ($M) among Ozark Health, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arkansas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$932K
Employer EIN710407683
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ozark Health, Inc.)

Sponsor-wide plan assets over time

All Ozark Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 110.18853727238631% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.73M $3.63M ▲ +109.8%
Year Plans Participants Total Assets
2022 1 303 $2M
2023 1 324 $3M
2024 1 349 $4M

Nearby 401(k) Plans in Arkansas

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

Ozark Health, Inc. 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -200204060 Total assets ($B) Participants Ozark Health, Inc. 401(k) Plan, Total assets ($B): 0.003625788 · Participants: 349Ozark Health, Inc. 401(k) PlanWalmart 401(k) Plan, Total assets ($B): 50.790179678 · Participants: 1635899Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.735357745 · Participants: 118403Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 3.00399706 · Participants: 30070Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.407976159 · Participants: 35023J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.291584763 · Participants: 9409Windstream 401(k) Plan
Ozark Health, Inc. 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Ozark Health, Inc. 401(k) Plan side-by-side with 3 peers →

Ozark Health, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Barrington Transportation Company, Inc. 401(k) Profit Sharing Trust in IL ($4M); by covered participants it is Next 15 Communications Retirement Plan in CA (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 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 Health, Inc. 401(k) Plan assets move in 2024? ▼
Ozark Health, Inc. 401(k) Plan surged - up 34.6% during 2024, from $3M to $4M. Reported net income was $932K.
How have Ozark Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozark Health, Inc.'s sponsor-wide assets grew 110.2%, from $2M to $4M.
Which 401(k) plans are similar in size to Ozark Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barrington Transportation Company, Inc. 401(k) Profit Sharing Trust in IL ($4M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Ozark Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Next 15 Communications Retirement Plan in CA (349 participants, $96M 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 710407683.

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.