401(k) · DOL Form 5500 · 2024
Missouri Ozarks Community Acti 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $19,582
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Missouri Ozarks Community Action, Inc. · Sponsored by Missouri Ozarks Community Acti · Missouri · Healthcare & Social Assistance
$3M in assets, 168 participants
Missouri Ozarks Community Acti's 403(b) Thrift Plan for Employees of Missouri Ozarks Community Action, Inc. reported $3M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,062 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
403(b) Thrift Plan for Employees of Missouri Ozarks Community Action, Inc. covers 168 participants in Missouri, about 23% of the average Missouri filer (state average ~737 per filing). Assets: $3M.
- #6,062
- in Healthcare & Social Assistance (16,916 peers)
- +14.4%
- assets growth YoY
403(b) Thrift Plan for Employees of Missouri Ozarks Community Action, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Missouri Ozarks Community Action, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,289,856 35th percentile higher than 35% 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
403(b) Thrift Plan for Employees of Missouri Ozarks Community Action, Inc. 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. 403(b) Thrift Plan for Employees of Missouri Ozarks Community Action, Inc. sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Missouri Ozarks Community Action, Inc. reported net income rose from $350K in the plan year 2023 filing to $414K in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Missouri Ozarks Community Action, Inc. end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Missouri Ozarks Community Action, Inc. reported participants fell from 175 in the plan year 2023 filing to 168 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 430837331 · Missouri Ozarks Community Acti PY 2024 · 401(k)
403(b) Thrift Plan for Employees of Missouri Ozarks Community Action, Inc. · $3M · 168 · 35th
- PART $3M
- TYPE 168
- NET 35th
- BOOK 401(k)
- VS-ST near Long Shadows Vintners 401(k) Plan
- BOY ind #6062
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 →
403(b) Thrift Plan for Employees of Missouri Ozarks Community Action, Inc. in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $414K |
| Employer EIN | 430837331 |
| Plan Effective Date | 2001-11-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Missouri Ozarks Community Acti)
Sponsor-wide plan assets over time
All Missouri Ozarks Community Acti plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 30.229023104985814% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $3M |
| 2023 | 1 | 175 | $3M |
| 2024 | 1 | 168 | $3M |
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
403(b) Thrift Plan for Employees of Missouri Ozarks Community Action, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Long Shadows Vintners 401(k) Plan in WA ($3M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Illinois Retina Associates, S.C. 401(k) Plan (IL) 168 · 0 off
- Metalworks, Inc. 401(k) Profit Sharing Plan & Trust (NE) 168 · 0 off
- Ebq Retirement Plan (TX) 168 · 0 off
- The Tobin Group 401(k) Plan (MI) 168 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.