Other · DOL Form 5500 · 2024
University of the Ozarks Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 335
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $81,903
- Avg per participant Below avg balance/head
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.
- #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.
- #2,187
- in Educational Services (3,638 peers)
- +9.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
University of the Ozarks Defined Contribution Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
University of the Ozarks Defined Contribution Retirement 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. University of the Ozarks Defined Contribution Retirement Plan sits mid-pack in the medium band (335 participants).
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.
Form 5500 schedule snapshot
Filing strip 710236867 · University of the Ozarks PY 2024 · Other
University of the Ozarks Defined Contribution Retirement Plan · $27M · 335 · 76th
- EIN $27M
- EIN 335
- EIN 76th
- EIN Other
- EIN near West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan
- EIN ind #2187
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 Educational Services retirement plans → · Plans in Arkansas →
University of the Ozarks Defined Contribution Retirement Plan in the asset neighbourhood
Arkansas filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 710236867 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of the Ozarks)
Sponsor-wide plan assets over time
All University of the Ozarks plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 19.303061951213127% vs 2022
- 2024 filing year
| 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.
- Arkansas Children's Retirement Plan $446M · 5,245
- Baptist Health 403(b) Plan $444M · 11,107
- Harding University Defined Contribution Retirement Plan $202M · 673
- Hendrix College Defined Contribution Retirement Plan $96M · 487
- Winrock International Institute for Agricultural Development Defined Contribution Plan $91M · 259
University of the Ozarks Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Arkansas, the nearest Other by assets is West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan in ND ($27M); by covered participants it is Des Moines University Defined Contribution 403(b) Plan in IA (335 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan (ND) $27M · 288
- The Chicago Public Media, Inc. Tax-Deferred Annuity (Tda) Plan (IL) $27M · 151
- National Council of State Boards of Nursing, Inc. 403(b) DC Plan (IL) $27M · 153
- Foundation for the National Institutes of Health 403(b) DC Plan (MD) $27M · 97
Similar participant headcount
Nearest other-state filings by covered participants (335 participants); asset peers above are excluded.
- Des Moines University Defined Contribution 403(b) Plan (IA) 335 · 0 off
- Health Management Services Pension Plan (MA) 335 · 0 off
- Appletree Institute 403(b) Plan (DC) 335 · 0 off
- Allegheny College Defined Contribution Retirement Plan (PA) 335 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.