Plan Ledger DOL Form 5500 · updated monthly

Ozark Motor Lines, Inc401(k)

OZARK MOTOR LINES, INC 401(K) PLAN & TRUST · MEMPHIS, TN · plan year 2024

Reported admin expense ratio · 2024
0.21%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Ozark Motor Lines, Inc reported $33,496 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $451 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.15% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 609th-largest of 1,496 plans among Tennessee employers on file, and the 819th of 2,677 in transportation & warehousing. In 2024, employees put in $3.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,619,723
Participants with balances670
Active participants819
Employer contributions$369,372
Employee contributions$1,340,569
Employer contribution per active participant$451
Average account balance$26,298
Benefits paid to participants$1,563,869
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.6M · 670 accts · $369K emplr
2023$15.0M · 782 accts · $430K emplr
2022$12.8M · 774 accts · $473K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,496
Total administrative$33,496
The Ozark Motor Lines, Inc 401(k) match · 2024
Employer contribution per active participant$451
Median for plans this size$2,416
2024$451 per active participant
2023$492 per active participant
2022$540 per active participant

Ozark Motor Lines, Inc's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
AMERITAS LIFE INSURANCE COMPANY · Recordkeepingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ameritas
2023Ameritas

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$33,496 · 0.21%
2023$25,698 · 0.19%
2022$22,010 · 0.15%
Similar plansTransportation & Warehousing · Tennessee
Vrc Companies, LLC TN$21.7M · 0.50%
Tcw Admin, Inc. TN$19.5M · 0.82%
Danny Herman Trucking, Inc. TN$19.3M · 0.46%
Ascend Leasing, LLC TN$14.4M · 1.43%
Axle Logistics, LLC TN$14.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620791191 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.