401(k) · DOL Form 5500 · 2024

Bank Ozk 401(k) Plan

Data updated 2026-08-25

$294M
Total assets Near avg plan size
2,788
Participants Above avg headcount
96th
Percentile by assets National rank
$105,373
Avg per participant Below avg balance/head
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Official DOL plan name: Bank Ozk 401(k) Retirement Savings Plan · Sponsored by Bank Ozk · Arkansas · Finance & Insurance

$294M in assets, 2,788 participants

Bank Ozk's Bank Ozk 401(k) Retirement Savings Plan reported $294M in total assets and 2,788 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,938 in Finance & Insurance (8,549 peers)

Where Bank Ozk 401(k) Retirement Savings Plan sits by assets

Bank Ozk 401(k) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $294M for 2,788 participants (~$105,373/participant), down 2.8% in 2024.

#7,938
in Finance & Insurance (8,549 peers)
-2.8%
assets change YoY
2.9×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank Ozk 401(k) Retirement Savings Plan's outsized position by total assets

Bank Ozk 401(k) Retirement Savings Plan vs every filed plan by assets

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

$293,778,987 Top 4% higher than 96% 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

Bank Ozk 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank Ozk 401(k) Retirement Savings Plan lands in the large band (2,788 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bank Ozk 401(k) Retirement Savings Plan reported net income fell from $64M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
  • Bank Ozk 401(k) Retirement Savings Plan reported participants rose from 2,691 in the plan year 2023 filing to 2,788 in the plan year 2024 filing.
  • Bank Ozk 401(k) Retirement Savings Plan end-of-year assets fell from $302M in the plan year 2023 filing to $294M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 710130170 · Bank Ozk PY 2024 · 401(k)

Bank Ozk 401(k) Retirement Savings Plan · $294M · 2,788 · 96th

  • BOY $294M
  • BOY 2,788
  • BOY 96th
  • BOY 401(k)
  • BOY near Npi/Nrca Employees Savings and Investment Plan
  • BOY ind #7938

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 Arkansas →

Bank Ozk 401(k) Retirement Savings Plan in the asset neighbourhood

The Wendy's Company 401(k) Retirement PlanThe Wendy's Company 401(k) R…$294MBank Ozk 401(k) Retirement Savings PlanBank Ozk 401(k) Retirement S…$294MNpi/Nrca Employees Savings and Investment PlanNpi/Nrca Employees Savings a…$294MAsahi Kasei 401(k) Retirement PlanAsahi Kasei 401(k) Retiremen…$294MThe Savings Plan (401(k)) of Mitsubishi International CorporationThe Savings Plan (401(k)) of…$294M
End-of-year total assets ($M) among Bank Ozk 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$302M
Net Assets (End of Year)$294M
Net Income-$8M
Employer EIN710130170
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank Ozk)

Sponsor-wide plan assets over time

All Bank Ozk plans reported in each filing year

Latest sponsor-wide plan assets
$294M 23.111765321731717% vs 2022
2024 filing year
$220M$240M$260M$280M$300M$320M 202220232024 $239M $294M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 2,594 $239M
2023 1 2,691 $302M
2024 1 2,788 $294M

Nearby 401(k) Plans in Arkansas

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

Bank Ozk 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -200204060 Total assets ($B) Participants Bank Ozk 401(k) Retirement Savings Plan, Total assets ($B): 0.293778987 · Participants: 2788Bank Ozk 401(k) Retirement Savings 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
Bank Ozk 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Bank Ozk 401(k) Retirement Savings Plan side-by-side with 3 peers →

Bank Ozk 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Npi/Nrca Employees Savings and Investment Plan in CA ($294M); by covered participants it is Priority Life Care 401(k) Savings Plan in OH (2,788 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,788 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 Bank Ozk 401(k) Retirement Savings Plan assets move in 2024? ▼
Bank Ozk 401(k) Retirement Savings Plan edged down modestly - down 2.8% during 2024, from $302M to $294M. Reported net income was -$8M.
How have Bank Ozk plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank Ozk's sponsor-wide assets grew 23.1%, from $239M to $294M.
Where does Bank Ozk 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Bank Ozk 401(k) Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Bank Ozk 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Npi/Nrca Employees Savings and Investment Plan in CA ($294M, 482 participants).
Which 401(k) plans cover a similar participant headcount to Bank Ozk 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Priority Life Care 401(k) Savings Plan in OH (2,788 participants, $239K 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 710130170.

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.