401(k) · DOL Form 5500 · 2022

Oak Street Health Mso, LLC 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
4,091
Participants Above avg headcount
92nd
Percentile by assets National rank
$20,926
Avg per participant Low balance/head
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Official DOL plan name: Oak Street Health, 401(k) Plan · Sponsored by Oak Street Health Mso, LLC · Illinois · Healthcare & Social Assistance

$86M in assets, 4,091 participants

Oak Street Health Mso, LLC's Oak Street Health, 401(k) Plan reported $86M in total assets and 4,091 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,658 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

Oak Street Health, 401(k) Plan covers 4,091 participants in Illinois, 5.2x the typical Illinois plan (state average ~779 per filing). Assets: $86M.

#18,658
in Healthcare & Social Assistance (20,060 peers)
+22.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Oak Street Health, 401(k) Plan's outsized position by total assets

Oak Street Health, 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$85,607,645 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Oak Street Health, 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Street Health, 401(k) Plan lands in the large band (4,091 participants).

DOL schedule card

Filing strip 462056165 · Oak Street Health Mso, LLC PY 2022 · 401(k)

Oak Street Health, 401(k) Plan · $86M · 4,091 · 92nd

  • PART $86M
  • TYPE 4,091
  • NET 92nd
  • BOOK 401(k)
  • VS-ST near Northern Tool & Equipment Company, Inc. 401(k) Plan
  • BOY ind #18658

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Oak Street Health, 401(k) Plan in the asset neighbourhood

Lake Regional Health System Employees' Retirement PlanLake Regional Health System …$86MNorthern Tool & Equipment Company, Inc. 401(k) PlanNorthern Tool & Equipment Co…$86MOak Street Health, 401(k) PlanOak Street Health, 401(k) Pl…$86MVon Maur 401(k) Retirement PlanVon Maur 401(k) Retirement P…$86MAllied Solutions, LLC 401(k) PlanAllied Solutions, LLC 401(k)…$86M
End-of-year total assets ($M) among Oak Street Health, 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$86M
Net Income$13M
Employer EIN462056165
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak Street Health Mso, LLC)

Sponsor-wide plan assets over time

All Oak Street Health Mso, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$139M 62.264680917224155% vs 2022
2023 filing year
$80M$100M$120M$140M$160M 20222023 $85.6M $139M ▲ +62.3%
Year Plans Participants Total Assets
2022 1 4,091 $86M
2023 1 5,233 $139M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oak Street Health, 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Oak Street Health, 401(k) Plan, Total assets ($B): 0.085607645 · Participants: 4091Oak Street Health, 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Oak Street Health, 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Oak Street Health, 401(k) Plan side-by-side with 3 peers →

Oak Street Health, 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Northern Tool & Equipment Company, Inc. 401(k) Plan in MN ($86M); by covered participants it is Agi-Cfi Holdings, Inc. 401(k) Plan in FL (4,092 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,091 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oak Street Health, 401(k) Plan assets move in 2022? ▼
Oak Street Health, 401(k) Plan grew sharply - up 22.0% during 2022, from $70M to $86M. Reported net income was $13M.
How have Oak Street Health Mso, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Oak Street Health Mso, LLC's sponsor-wide assets grew 62.3%, from $86M to $139M.
Where does Oak Street Health, 401(k) Plan rank by assets among Form 5500 filers? ▼
Oak Street Health, 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Oak Street Health, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northern Tool & Equipment Company, Inc. 401(k) Plan in MN ($86M, 2,544 participants).
Which 401(k) plans cover a similar participant headcount to Oak Street Health, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agi-Cfi Holdings, Inc. 401(k) Plan in FL (4,092 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462056165.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.