Other · DOL Form 5500 · 2024

University of the Ozarks Retirement Plan

Data updated 2026-08-11

$27M
Total assets
335
Participants
76th
Percentile by assets
$81,903
Avg per participant
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Official DOL plan name: University of the Ozarks Defined Contribution Retirement Plan · Sponsored by University of the Ozarks · Arkansas · Educational Services

$27M in assets, 335 participants

University of the Ozarks's University of the Ozarks Defined Contribution Retirement Plan reported $27M in total assets and 335 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • 76th percentile by assets (of 123,622 plans)
  • #2,187 in Educational Services (3,638 peers)

Coverage in Arkansas

University of the Ozarks Defined Contribution Retirement Plan covers 335 participants in Arkansas, about 12% of the average Arkansas filer (state average ~2,784 per filing). Assets: $27M.

$27M
total plan assets (2024 EOY)
335
covered participants
76th
percentile by assets (of 123,622 plans)
$81,903
avg assets per participant

Where University of the Ozarks Defined Contribution Retirement Plan sits by total assets

University of the Ozarks Defined Contribution Retirement Plan vs every filed plan by assets

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

$27,437,453 Top 24% higher than 76% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of the Ozarks Defined Contribution Retirement Plan reported participants fell from 441 in the plan year 2023 filing to 335 in the plan year 2024 filing.
  • University of the Ozarks Defined Contribution Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • University of the Ozarks Defined Contribution Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Arkansas
Industry
Educational Services

Participants vs Arkansas filers

In Arkansas, the average filing covers about 2,784 participants across 760 plans. University of the Ozarks Defined Contribution Retirement Plan reports 335 participants - about 12% of that state average ($27M EOY assets).

Arkansas filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN710236867
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of the Ozarks)

$22M$24M$26M$28M 202220232024 $23M $27.4M ▲ +19.3%
Total plan assets by year, all University of the Ozarks plans on file
Year Plans Participants Total Assets
2022 1 432 $23M
2023 1 441 $25M
2024 1 335 $27M

Nearby Other Plans in Arkansas

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

University of the Ozarks Defined Contribution Retirement Plan vs. nearby Other plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0100200300400500 Total assets ($M) Participants University of the Oz…, Total assets ($M): 27.437453 · Participants: 335University of the Oz…Arkansas Children's …, Total assets ($M): 445.687711 · Participants: 5245Arkansas Children's …Baptist Health 403(b…, Total assets ($M): 443.662185 · Participants: 11107Baptist Health 403(b…Harding University D…, Total assets ($M): 201.860773 · Participants: 673Harding University D…Hendrix College Defi…, Total assets ($M): 95.658423 · Participants: 487Hendrix College Defi…Winrock Internationa…, Total assets ($M): 91.311553 · Participants: 259Winrock Internationa…
University of the Ozarks Defined Contribution Retirement Plan vs. nearby Other plans in Arkansas, assets vs. participants
Compare University of the Ozarks Defined Contrib… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to University of the Ozarks Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did University of the Ozarks Defined Contribution Retirement Plan assets move in 2024? ▼
University of the Ozarks Defined Contribution Retirement Plan grew at a solid clip - up 9.5% during 2024, from $25M to $27M. Reported net income was $2M.
How have University of the Ozarks plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of the Ozarks's sponsor-wide assets grew 19.3%, from $23M to $27M.
Where does University of the Ozarks Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
University of the Ozarks Defined Contribution Retirement Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University of the Ozarks Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan in ND ($27M, 288 participants).

Next read for University of the Ozarks Defined Contrib…

Filing takeaways

Ways to act on University of the Ozarks Defined Contribution Retirement Plan's numbers.

  • By total assets, University of the Ozarks Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Arkansas. Compare plans
  • University of the Ozarks's sponsor-wide assets have grown 19.3% since 2022 across 3 plan years on file. More Educational Services plans

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 710236867.

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.