Other · DOL Form 5500 · 2024
Ozarks Healthcare Retirement Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 1,213
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $43,351
- Avg per participant Low balance/head
Official DOL plan name: Ozarks Healthcare 403(b) Plan · Sponsored by Ozarks Healthcare · Missouri · Healthcare & Social Assistance
$53M in assets, 1,213 participants
Ozarks Healthcare's Ozarks Healthcare 403(b) Plan reported $53M in total assets and 1,213 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #14,703 in Healthcare & Social Assistance (16,916 peers)
Where Ozarks Healthcare 403(b) Plan sits by assets
Ozarks Healthcare 403(b) Plan sits in the top quartile of all filed plans by assets, $53M for 1,213 participants (~$43,351/participant), up 3.9% in 2024.
- #14,703
- in Healthcare & Social Assistance (16,916 peers)
- +3.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Ozarks Healthcare 403(b) Plan's outsized position by total assets
Ozarks Healthcare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,584,746 Top 15% higher than 85% 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
Ozarks Healthcare 403(b) 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. Ozarks Healthcare 403(b) Plan lands in the large band (1,213 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ozarks Healthcare 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Ozarks Healthcare 403(b) Plan reported participants fell from 1,277 in the plan year 2023 filing to 1,213 in the plan year 2024 filing.
- Ozarks Healthcare 403(b) Plan end-of-year assets rose from $51M in the plan year 2023 filing to $53M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 446005758 · Ozarks Healthcare PY 2024 · Other
Ozarks Healthcare 403(b) Plan · $53M · 1,213 · 85th
- ASSETS $53M
- PCT 1,213
- EIN 85th
- RANK Other
- PHOTO near Shipley School Defined Contribution Retirement Pla
- IND ind #14703
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 →
Ozarks Healthcare 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $2M |
| Employer EIN | 446005758 |
| Plan Effective Date | 1994-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ozarks Healthcare)
Sponsor-wide plan assets over time
All Ozarks Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 9.292876144312437% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,170 | $48M |
| 2023 | 1 | 1,277 | $51M |
| 2024 | 1 | 1,213 | $53M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $7.5B · 26,975
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $1.1B · 9,184
- Cox Savings Incentive Plan $964M · 13,001
- Saint Louis University 403(b) Annuity Plan $962M · 4,219
- University Health 403(b) Plan $297M · 4,646
Ozarks Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Shipley School Defined Contribution Retirement Pla in PA ($53M); by covered participants it is Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan in TX (1,211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Shipley School Defined Contribution Retirement Pla (PA) $53M · 389
- Ascd Defined Contribution Plan (VA) $53M · 206
- Wood County Hospital 403(b) Plan (OH) $53M · 955
- Cedar Crest College DC and Tda Retirement Plan (PA) $53M · 449
Similar participant headcount
Nearest other-state filings by covered participants (1,213 participants); asset peers above are excluded.
- Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan (TX) 1,211 · 2 off
- Childrens Hospital Los Angeles Employees 403 (B) Plan (CA) 1,211 · 2 off
- U.a. Local 350 Retirement Trust (NV) 1,210 · 3 off
- The Metropolitan Museum of Art 403(b) Matching Plan for Non-Union Employees (NY) 1,206 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.