Other · DOL Form 5500 · 2024
Ozark Action, Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 135
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $33,099
- Avg per participant Low balance/head
Official DOL plan name: Ozark Action, Inc. 403(b) Plan · Sponsored by Ozark Action, Inc. · Missouri · Healthcare & Social Assistance
$4M in assets, 135 participants
Ozark Action, Inc.'s Ozark Action, Inc. 403(b) Plan reported $4M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,159 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
Ozark Action, Inc. 403(b) Plan covers 135 participants in Missouri, about 18% of the average Missouri filer (state average ~737 per filing). Assets: $4M.
- #7,159
- in Healthcare & Social Assistance (16,916 peers)
- -1.1%
- assets change YoY
The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ozark Action, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Ozark Action, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,468,383 40th percentile higher than 40% 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 Action, Inc. 403(b) 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 Action, Inc. 403(b) Plan sits mid-pack in the medium band (135 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ozark Action, Inc. 403(b) Plan reported net income fell from $274K in the plan year 2023 filing to -$50K in the plan year 2024 filing.
- Ozark Action, Inc. 403(b) Plan reported participants fell from 144 in the plan year 2023 filing to 135 in the plan year 2024 filing.
- Ozark Action, Inc. 403(b) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 430838508 · Ozark Action, Inc. PY 2024 · Other
Ozark Action, Inc. 403(b) Plan · $4M · 135 · 40th
- PHOTO $4M
- IND 135
- EOY 40th
- 5500 Other
- ASSETS near Murrieta Development Co., Inc. Prevailing Wage Retirement Plan
- PCT ind #7159
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 Action, Inc. 403(b) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$50K |
| Employer EIN | 430838508 |
| Plan Effective Date | 1994-03-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ozark Action, Inc.)
Sponsor-wide plan assets over time
All Ozark Action, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 5.261492790040874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $4M |
| 2023 | 1 | 144 | $5M |
| 2024 | 1 | 135 | $4M |
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
Ozark Action, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Murrieta Development Co., Inc. Prevailing Wage Retirement Plan in CA ($4M); by covered participants it is The Frederick Gunn School Defined Contribution Retirement Plan in CT (135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (135 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.