401(k) · DOL Form 5500 · 2024

The Arc of the Ozarks 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
1,864
Participants Near avg headcount
61st
Percentile by assets National rank
$6,977
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of the Arc of the Ozarks · Sponsored by The Arc of the Ozarks · Missouri · Other Services

$13M in assets, 1,864 participants

The Arc of the Ozarks's 403(b) Thrift Plan for Employees of the Arc of the Ozarks reported $13M in total assets and 1,864 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,040 in Other Services (7,719 peers)

Coverage in Missouri

403(b) Thrift Plan for Employees of the Arc of the Ozarks covers 1,864 participants in Missouri, 2.5x the typical Missouri plan (state average ~737 per filing). Assets: $13M.

#6,040
in Other Services (7,719 peers)
+32.3%
assets growth YoY

403(b) Thrift Plan for Employees of the Arc of the Ozarks's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan for Employees of the Arc of the Ozarks vs every filed plan by assets

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

$13,005,480 Top 39% higher than 61% 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

403(b) Thrift Plan for Employees of the Arc of the Ozarks'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. 403(b) Thrift Plan for Employees of the Arc of the Ozarks lands in the large band (1,864 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of the Arc of the Ozarks end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of the Arc of the Ozarks reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of the Arc of the Ozarks reported participants rose from 1,545 in the plan year 2023 filing to 1,864 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 436049004 · The Arc of the Ozarks PY 2024 · 401(k)

403(b) Thrift Plan for Employees of the Arc of the Ozarks · $13M · 1,864 · 61st

  • EBSA $13M
  • EBSA 1,864
  • EBSA 61st
  • EBSA 401(k)
  • EBSA near Sinclair Communications, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #6040

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 Other Services retirement plans → · Plans in Missouri →

403(b) Thrift Plan for Employees of the Arc of the Ozarks in the asset neighbourhood

403(b) Thrift Plan for Employees of the Arc of the Ozarks403(b) Thrift Plan for Emplo…$13MSinclair Communications, Inc. 401(k) Profit Sharing PlanSinclair Communications, Inc…$13MLphc, Inc. 401(k) Profit Sharing PlanLphc, Inc. 401(k) Profit Sha…$13MMeyner and Landis LLP 401(k) Profit Sharing PlanMeyner and Landis LLP 401(k)…$13MStumbaugh & Associates, Inc. 401(k) Profit Sharing PlanStumbaugh & Associates, Inc.…$13M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of the Arc of the Ozarks and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN436049004
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Arc of the Ozarks)

Sponsor-wide plan assets over time

All The Arc of the Ozarks plans reported in each filing year

Latest sponsor-wide plan assets
$13M 76.41864246897222% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.37M $13M ▲ +76.5%
Year Plans Participants Total Assets
2022 1 334 $7M
2023 1 1,545 $10M
2024 1 1,864 $13M

Nearby 401(k) Plans in Missouri

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

403(b) Thrift Plan for Employees of the Arc of the Ozarks vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan for Employees of the Arc of the Ozarks, Total assets ($B): 0.01300548 · Participants: 1864403(b) Thrift Plan for Employees of the Arc of the OzarksEdward 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
403(b) Thrift Plan for Employees of the Arc of the Ozarks vs. nearby 401(k) plans in Missouri, assets vs. participants

403(b) Thrift Plan for Employees of the Arc of the Ozarks's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Sinclair Communications, Inc. 401(k) Profit Sharing Plan in IN ($13M); by covered participants it is Sis 401(k) Plan in CA (1,864 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,864 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 403(b) Thrift Plan for Employees of the Arc of the Ozarks assets move in 2024?
403(b) Thrift Plan for Employees of the Arc of the Ozarks surged - up 32.3% during 2024, from $10M to $13M. Reported net income was $3M.
How have The Arc of the Ozarks plan assets changed over time?
Across 3 plan years on file (2022-2024), The Arc of the Ozarks's sponsor-wide assets grew 76.4%, from $7M to $13M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of the Arc of the Ozarks?
Among 401(k) plans in other states, the closest by assets is Sinclair Communications, Inc. 401(k) Profit Sharing Plan in IN ($13M, 140 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of the Arc of the Ozarks?
Among 401(k) plans in other states, the closest by covered participants is Sis 401(k) Plan in CA (1,864 participants, $57M in assets).