Oak Street Health Mso 401(k) match, vesting and fees
What Oak Street Health Mso's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Oak Street Health Mso: employer contribution per participant | $2,850 | |
| Peer median | $1,895 |
| Oak Street Health Mso: average balance | $34,607 | |
| Peer median | $71,034 |
| Oak Street Health Mso: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $199M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,777 | $199M | $16.4M | $2,850 | 0.29% | Not published | Form 5500 ↗ |
Common questions
Does Oak Street Health Mso match 401(k) contributions?
The match terms for the Oak Street Health, 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $16.4M in employer contributions, about $2,850 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oak Street Health Mso 401(k) match vested?
The vesting schedule for the Oak Street Health, 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oak Street Health Mso 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Oak Street Health Mso, LLC.
I left Oak Street Health Mso. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oak Street Health Mso, LLC, (847) 942-4816) or the recordkeeper, Fidelity Investments Institutional. The Oak Street Health Mso old 401(k) page lists the contacts from every plan filing. Find an old Oak Street Health Mso 401(k)
Data from the public Form 5500 annual reports Oak Street Health Mso filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oak Street Health Mso. Not financial advice. Report a correction · Methodology