College of the Ozarks 403(b) match, vesting and fees
What College of the Ozarks' 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Lincoln National Corporation | Schedule C ↗ |
| Independent auditor | The Whitlock Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| College of the Ozarks: employer contribution per participant | $5,030 | |
| Peer median | $1,684 |
| College of the Ozarks: average balance | $167,180 | |
| Peer median | $62,952 |
| College of the Ozarks: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $70.8M at the end of plan year 2021 to $72.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 431 | $72.1M | $2.2M | $5,030 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 425 | $69.3M | $2.1M | $4,921 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 411 | $58.3M | $2M | $4,889 | 0.66% | Not published | Form 5500 ↗ |
| 2021 | 538 | $70.8M | $1.9M | $3,572 | 0.81% | Not published | Form 5500 ↗ |
Other College of the Ozarks plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
College of the Ozarks Deferred Annuity Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does College of the Ozarks match 401(k) contributions?
The match terms for the College of the Ozarks Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.2M in employer contributions, about $5,030 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the College of the Ozarks 401(k) match vested?
The vesting schedule for the College of the Ozarks Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the College of the Ozarks 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Lincoln National Corporation. The plan administrator is College of the Ozarks.
I left College of the Ozarks. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (College of the Ozarks, (417) 334-6411) or the recordkeeper, Lincoln National Corporation. The College of the Ozarks old 401(k) page lists the contacts from every plan filing. Find an old College of the Ozarks 401(k)
Data from the public Form 5500 annual reports College of the Ozarks filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with College of the Ozarks. Not financial advice. Report a correction · Methodology