Oak Street Health Mso 401(k) and retirement plans

Oak Street Health Mso, LLC, Chicago, IL. EIN 46-2055165. Annual reports 2013–2024. Also filed as Oak Street Health; Oak Street Health, Mso.

Oak Street Health Mso, LLC has 2 active retirement plans on file. The largest is the Oak Street Health, 401(k) Plan, with 9,777 participants and $199 million in assets in 2024. Fidelity is its recordkeeper. No traditional pension plan appears in Oak Street Health Mso's filings since 2013.

Active plans: 2
Participants: 17,805
Plan assets: $338 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Oak Street Health, 401(k) Plan

401(k)Active

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

Plan number: 001Employer EIN 46-2055165
Participants (2024): 9,777
Net assets (2024): $199 million
Recordkeeper: Fidelity2024
Plan administrator: Oak Street Health Mso, LLC
30 West Monroe ST., Ste. 1200
Chicago, IL 60603
(847) 942-4816As filed for 2024
In effect since: January 1, 2013

Oak Street Health, 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 001Employer EIN 46-2056165
Participants (2023): 8,028
Net assets (2023): $139 million
Recordkeeper: Fidelity2019–2023
Plan administrator: Oak Street Health Mso, LLC
30 West Monroe ST., Ste. 1200
Chicago, IL 60603
(847) 942-4816As filed for 2023
In effect since: January 1, 2013

Earlier sponsor: Oak Street Health (2013–2018).

Earlier plan names: Oak Street Health 401(k) Plan.

Year by year, 2013 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	8,028	$139 million	Fidelity
2022	5,968	$85.6 million	Fidelity
2021	4,644	$70.1 million	Fidelity
2020	3,100	$43.9 million	Fidelity
2019	2,477	$26.3 million	Fidelity
2018	1,805	$14.9 million	not listed
2017	1,291	$10.6 million	not listed
2016	718	$4.1 million	not listed
2015	567	$1.4 million	not listed
2014	195	$453,913	not listed
2013	30	$32,682	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Oak Street Health, 401(k) 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 ((847) 942-4816). 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.

All 2 plans

Oak Street Health, 401(k) Plan

Oak Street Health, 401(k) Plan

If you had money in one of these plans

What these numbers are

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