401(k) · DOL Form 5500 · 2023

Oak Street Health Mso, LLC 401(k) Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
5,233
Participants Above avg headcount
93rd
Percentile by assets National rank
$26,545
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

$139M in assets, 5,233 participants

Oak Street Health Mso, LLC's Oak Street Health, 401(k) Plan reported $139M in total assets and 5,233 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,633 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Oak Street Health, 401(k) Plan covers 5,233 participants in Illinois, 6.7x the typical Illinois plan (state average ~779 per filing). Assets: $139M.

#16,633
in Healthcare & Social Assistance (17,684 peers)
+62.3%
assets growth YoY
1.4×
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 2023 · DOL Form 5500

$138,910,972 Top 7% higher than 93% of 127,068 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 2023

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

Plan-year 2023 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 (5,233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oak Street Health, 401(k) Plan reported net income rose from $13M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Oak Street Health, 401(k) Plan end-of-year assets rose from $86M in the plan year 2022 filing to $139M in the plan year 2023 filing.
  • Oak Street Health, 401(k) Plan reported participants rose from 4,091 in the plan year 2022 filing to 5,233 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 462056165 · Oak Street Health Mso, LLC PY 2023 · 401(k)

Oak Street Health, 401(k) Plan · $139M · 5,233 · 93rd

  • 5500 $139M
  • 5500 5,233
  • 5500 93rd
  • 5500 401(k)
  • 5500 near Sunstate Equipment Co., LLC Retirement Savings Plan and Trust
  • 5500 ind #16633

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

Mfa 401(k) Plan$139MNibe USA 401(k) Retirement PlanNibe USA 401(k) Retirement P…$139MOak Street Health, 401(k) PlanOak Street Health, 401(k) Pl…$139MSunstate Equipment Co., LLC Retirement Savings Plan and TrustSunstate Equipment Co., LLC …$139MVirtusa Corporation 401(k) PlanVirtusa Corporation 401(k) P…$139M
End-of-year total assets ($M) among Oak Street Health, 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$139M
Net Income$53M
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): 0.138910972 · Participants: 5233Oak Street Health, 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens 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 Sunstate Equipment Co., LLC Retirement Savings Plan and Trust in AZ ($139M); by covered participants it is Children's of Alabama 401(k) Plan in AL (5,230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($139M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,233 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Oak Street Health, 401(k) Plan surged - up 62.3% during 2023, from $86M to $139M. Reported net income was $53M.
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 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Sunstate Equipment Co., LLC Retirement Savings Plan and Trust in AZ ($139M, 1,969 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 Children's of Alabama 401(k) Plan in AL (5,230 participants, $544M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.