401(k) · DOL Form 5500 · 2024

Oak Street Health Mso, LLC 401(k) Plan

Data updated 2026-08-25

$199M
Total assets Near avg plan size: 7,076
Participants Above avg headcount: 94th
Percentile by assets National rank: $28,117
Avg per participant Low balance/head

Official DOL plan name: Oak Street Health, 401(k) Plan · Sponsored by Oak Street Health Mso, LLC · Illinois · Healthcare & Social Assistance

$199M in assets, 7,076 participants

Oak Street Health Mso, LLC's Oak Street Health, 401(k) Plan reported $199M in total assets and 7,076 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

#16,049 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

Oak Street Health, 401(k) Plan covers 7,076 participants in Illinois, 9.1x the typical Illinois plan (state average ~779 per filing). Assets: $199M.

#16,049
in Healthcare & Social Assistance (16,916 peers): +43.2%
assets growth YoY: 2.0×
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 2024 · DOL Form 5500

$198,953,672 Top 6% higher than 94% of 123,620 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

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

Plan-year 2024 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 (7,076 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 462055165 · Oak Street Health Mso, LLC PY 2024 · 401(k)

Oak Street Health, 401(k) Plan · $199M · 7,076 · 94th

PHOTO $199M
IND 7,076
EOY 94th
5500 401(k)
ASSETS near James G. Davis Construction Corporation Profit Sharing, Stock Ownership, and 401(k) Plan
PCT ind #16049

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 →

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 2024.

Illinois filing particulars

Total Assets (Beginning of Year)	$139M
Net Assets (End of Year)	$199M
Net Income	$60M
Employer EIN	462055165
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

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

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

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 James G. Davis Construction Corporation Profit Sharing, Stock Ownership, and 401(k) Plan in MD ($199M); by covered participants it is Garmin International, Inc. Retirement Plan in KS (7,082 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($199M here).

James G. Davis Construction Corporation Profit Sharing, Stock Ownership, and 401(k) Plan (MD) $199M · 432
Panasonic Automotive Systems America, LLC 401(k) Retirement Savings Plan (GA) $199M · 726
Learfield Communications 401(k) Plan (MO) $199M · 2,012
Bricker Graydon LLP Retirement Savings Plan (OH) $199M · 118

Similar participant headcount

Nearest other-state filings by covered participants (7,076 participants); asset peers above are excluded.

Garmin International, Inc. Retirement Plan (KS) 7,082 · 6 off
Tyler Technologies, Inc. 401(k) Profit Sharing Plan & Trust (TX) 7,065 · 11 off
Gm Financial Employees 401(k) Plan (TX) 7,065 · 11 off
Crosscountry Mortgage 401(k) Retirement Savings Plan (OH) 7,089 · 13 off

DOL Form 5500 plan year 2024. 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 2024? ▼

Oak Street Health, 401(k) Plan surged - up 43.2% during 2024, from $139M to $199M. Reported net income was $60M.

Where does Oak Street Health, 401(k) Plan rank by assets among Form 5500 filers? ▼

Oak Street Health, 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 James G. Davis Construction Corporation Profit Sharing, Stock Ownership, and 401(k) Plan in MD ($199M, 432 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 Garmin International, Inc. Retirement Plan in KS (7,082 participants, $2.2B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462055165.