Other · DOL Form 5500 · 2024

Ozark Opportunities Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
95
Participants Small participant base
30th
Percentile by assets National rank
$21,492
Avg per participant Low balance/head
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Official DOL plan name: Ozark Opportunities Inc. 403b Plan · Sponsored by Ozark Opportunities Inc. · Arkansas · Healthcare & Social Assistance

$2M in assets, 95 participants

Ozark Opportunities Inc.'s Ozark Opportunities Inc. 403b Plan reported $2M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,722 in Healthcare & Social Assistance (16,916 peers)

Ozark Opportunities Inc. multi-year trail

Ozark Opportunities Inc.'s plans moved -23.6% in assets from 2022 to 2024; this filing shows Ozark Opportunities Inc. 403b Plan at $2M / 95 participants.

#4,722
in Healthcare & Social Assistance (16,916 peers)
-0.7%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ozark Opportunities Inc. 403b Plan among the smaller filed plans by assets

Ozark Opportunities Inc. 403b Plan vs every filed plan by assets

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

$2,041,736 30th percentile higher than 30% 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 Opportunities Inc. 403b Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ozark Opportunities Inc. 403b Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ozark Opportunities Inc. 403b Plan reported net income rose from -$619K in the plan year 2023 filing to -$14K in the plan year 2024 filing.
  • Ozark Opportunities Inc. 403b Plan reported participants rose from 89 in the plan year 2023 filing to 95 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 710407485 · Ozark Opportunities Inc. PY 2024 · Other

Ozark Opportunities Inc. 403b Plan · $2M · 95 · 30th

  • PHOTO $2M
  • PHOTO 95
  • PHOTO 30th
  • PHOTO Other
  • PHOTO near Basel Refai, M.D., P.C. New Comparability 401(k) Psp
  • PHOTO ind #4722

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 Opportunities Inc. 403b Plan in the asset neighbourhood

Grid Alternatives, Inc. 403(b) PlanGrid Alternatives, Inc. 403(…$2MNorthpointe Christian School 403(b) PlanNorthpointe Christian School…$2MPelican Educational Foundation Inc. Retirement PlanPelican Educational Foundati…$2MOzark Opportunities Inc. 403b PlanOzark Opportunities Inc. 403…$2MBasel Refai, M.D., P.C. New Comparability 401(k) PspBasel Refai, M.D., P.C. New …$2M
End-of-year total assets ($M) among Ozark Opportunities Inc. 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ozark Opportunities Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ozark Opportunities Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.640250456459967% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.67M $2.04M ▼ -23.6%
Year Plans Participants Total Assets
2022 1 94 $3M
2023 1 89 $2M
2024 1 95 $2M

Ozark Opportunities Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$14K
Employer EIN710407485
Plan Effective Date2009-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Arkansas

Peer Other plans, same state, same plan type, ranked by total assets.

Ozark Opportunities Inc. 403b Plan vs. nearby Other plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Ozark Opportunities Inc. 403b Plan, Total assets ($M): 2.041736 · Participants: 95Ozark Opportunities Inc. 403b PlanArkansas Children's Retirement Plan, Total assets ($M): 445.687711 · Participants: 5245Arkansas Children's Retirement PlanBaptist Health 403(b) Plan, Total assets ($M): 443.662185 · Participants: 11107Baptist Health 403(b) PlanHarding University Defined Contribution Retirement Plan, Total assets ($M): 201.860773 · Participants: 673Harding University Defined Contribution Retirement PlanHendrix College Defined Contribution Retirement Plan, Total assets ($M): 95.658423 · Participants: 487Hendrix College Defined Contribution Retirement PlanWinrock International Institute for Agricultural Development Defined Contribution Plan, Total assets ($M): 91.311553 · Participants: 259Winrock International Institute for Agricultural Development Defined Contribution Plan
Ozark Opportunities Inc. 403b Plan vs. nearby Other plans in Arkansas, assets vs. participants
Compare Ozark Opportunities Inc. 403b Plan side-by-side with 3 peers →

Ozark Opportunities Inc. 403b Plan's out-of-state Other peers by assets and headcount

Outside Arkansas, the nearest Other by assets is Basel Refai, M.D., P.C. New Comparability 401(k) Psp in AL ($2M); by covered participants it is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Opportunities Inc. 403b Plan assets move in 2024? ▼
Ozark Opportunities Inc. 403b Plan held essentially flat - down 0.7% during 2024, from $2M to $2M. Reported net income was -$14K.
How have Ozark Opportunities Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozark Opportunities Inc.'s sponsor-wide assets declined 23.6%, from $3M to $2M.
Which Other plans are similar in size to Ozark Opportunities Inc. 403b Plan? ▼
Among Other plans in other states, the closest by assets is Basel Refai, M.D., P.C. New Comparability 401(k) Psp in AL ($2M, 12 participants).
Which Other plans cover a similar participant headcount to Ozark Opportunities Inc. 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (95 participants, $25M 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 710407485.

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.