Oak Street Health Mso, Llc 401(k) Plan: Login, Facts & Contact Information
Oak Street Health Mso, Llc 401(k) Login
951 former Oak Street Health Mso, Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2023 filing.
Oak Street Health Mso, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Aug 8, 2024. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2023
- $46.9 million went into the plan in contributions, $13.3 million of it from the employer (28%).
- $12.8 million was paid out to participants.
- Investment and other income added $19.5 million.
- Administrative expenses were $376,070, about $76 per account.
How the Oak Street Health Mso, Llc 401(k) changed, 2014–2023
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2014 | 32 | $453,913 | $108,115 | $657 |
| 2019 | 1,805 | $26.3 million | $3.09 million | $2.46 million |
| 2020 | 2,477 | $43.9 million | $5.02 million | $4.48 million |
| 2021 | 3,100 | $70.1 million | $6.96 million | $5.63 million |
| 2022 | 4,644 | $85.6 million | $9.87 million | $9.82 million |
| 2023 | 5,968 | $138.9 million | $13.3 million | $12.8 million |
Oak Street Health Mso, Llc 401(k) Contact Information
Questions about the Oak Street Health Mso, Llc 401(k)
Does Oak Street Health Mso, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $13.3 million, 28% of all contributions.
Does the Oak Street Health Mso, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Oak Street Health Mso, Llc 401(k) plan?
5,968 participants at the start of plan year 2023, 7,076 of them active employees, and 951 former employees who still had money in the plan.
What is the average 401(k) balance at Oak Street Health Mso, Llc?
About $28,188 per account: $138.9 million in plan assets across 4,928 accounts with a balance at the end of plan year 2023.
Who manages the Oak Street Health Mso, Llc 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Oak Street Health Mso, Llc. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.