401(k) · DOL Form 5500 · 2024
Ozark Tri-County Health Care Consortium Dba Access Family Care 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 250
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $34,918
- Avg per participant Low balance/head
Official DOL plan name: Ozark Tri-County Health Care Consortium Dba Access Family Care 401(k) Plan · Sponsored by Ozark Tri-County Health Care Consortium Dba Access Family Care · Missouri · Healthcare & Social Assistance
$9M in assets, 250 participants
Ozark Tri-County Health Care Consortium Dba Access Family Care's Ozark Tri-County Health Care Consortium Dba Access Family Care 401(k) Plan reported $9M in total assets and 250 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #9,832 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
Ozark Tri-County Health Care Consortium Dba Access Family Care 401(k) Plan covers 250 participants in Missouri, about 34% of the average Missouri filer (state average ~737 per filing). Assets: $9M.
- #9,832
- in Healthcare & Social Assistance (16,916 peers)
- +24.0%
- assets growth YoY
Ozark Tri-County Health Care Consortium Dba Access Family Care 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Ozark Tri-County Health Care Consortium Dba Access Family Care 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,729,500 Top 47% higher than 53% 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
Ozark Tri-County Health Care Consortium Dba Access Family Care 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 Tri-County Health Care Consortium Dba Access Family Care 401(k) Plan sits mid-pack in the medium band (250 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ozark Tri-County Health Care Consortium Dba Access Family Care 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Ozark Tri-County Health Care Consortium Dba Access Family Care 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Ozark Tri-County Health Care Consortium Dba Access Family Care 401(k) Plan reported participants rose from 241 in the plan year 2023 filing to 250 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 431752799 · Ozark Tri-County Health Care Consortium Dba Access Family Care PY 2024 · 401(k)
Ozark Tri-County Health Care Consortium Dba Access Family Care 401(k) Plan · $9M · 250 · 53rd
- NET $9M
- BOOK 250
- VS-ST 53rd
- BOY 401(k)
- SCH near Industrial Credit Union of Whatcom County 401(k) Plan
- EBSA ind #9832
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 Missouri →
Ozark Tri-County Health Care Consortium Dba Access Family Care 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 431752799 |
| Plan Effective Date | 2006-07-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ozark Tri-County Health Care Consortium Dba Access Family Care)
Sponsor-wide plan assets over time
All Ozark Tri-County Health Care Consortium Dba Access Family Care plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 59.372420091057435% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 214 | $5M |
| 2023 | 1 | 241 | $7M |
| 2024 | 1 | 250 | $9M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Ozark Tri-County Health Care Consortium Dba Access Family Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Industrial Credit Union of Whatcom County 401(k) Plan in WA ($9M); by covered participants it is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Grand Care Health Services, LLC 401(k) Plan (CA) 250 · 0 off
- Foley Holdings, LLC 401(k) Profit Sharing Plan (CT) 250 · 0 off
- Rpm International Inc. Union 401(k) Trust and Plan (OH) 250 · 0 off
- Dunham & Jones Attorneys at Law 401(k) Plan (TX) 250 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.