Atrius Mso 401(k) plan

Atrius Mso, LLC, Minnetonka, MN. EIN 87-1803974. Annual reports 2009–2024. Also filed as Harvard Vanguard Medical Associates; Atrius Health, Inc.

Atrius Mso, LLC has one active retirement plan on file, the Atrius 401K Retirement Savings Plan, with 10,541 participants and $1.6 billion in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Atrius Mso's filings since 2009.

Active plans: 1
Participants: 10,541
Plan assets: $1.6 billion
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Health care

The plan

Atrius 401K Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 87-1803974
Participants (2024): 10,541
Net assets (2024): $1.6 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Unitedhealth Group Employee Benefits Plans Administrative Committee
6022 Blue Circle Drive, MN103-0300
Minnetonka, MN 55343
(952) 936-1300As filed for 2024
In effect since: January 1, 2001

Earlier sponsors: Harvard Vanguard Medical Associates (2009–2015); Atrius Health, Inc. (2016–2021).

Earlier plan names: Harvard Vanguard Medical Associates Prism 401(k) Savings, Match and Basic Plus Plan; Harvard Vanguard Medical Associates Prism 401(k) Savings, Match, and Basic Plus Plan; Atrius Health 401K Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,541	$1.6 billion	Fidelity
2023	10,487	$1.5 billion	Fidelity
2022	9,912	$1.4 billion	Fidelity
2021	9,753	$1.7 billion	Fidelity
2020	9,528	$1.5 billion	Fidelity
2019	9,428	$1.4 billion	Fidelity
2018	9,036	$1.2 billion	Fidelity
2017	8,809	$1.2 billion	Fidelity
2016	9,634	$1.1 billion	Fidelity
2015	9,674	$945 million	Fidelity
2014	8,543	$895 million	Fidelity
2013	8,549	$838 million	Fidelity
2012	8,613	$691 million	Fidelity
2011	7,140	$606 million	Fidelity
2010	6,607	$574 million	Fidelity
2009	6,477	$418 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Atrius 401K Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((952) 936-1300). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Atrius 401K Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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