401(k) · DOL Form 5500 · 2022

Oaktree Funding Corp 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
61
Participants Small participant base
46th
Percentile by assets National rank
$64,679
Avg per participant Low balance/head
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Official DOL plan name: Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust · Sponsored by Oaktree Funding Corp · California · Finance & Insurance

$4M in assets, 61 participants

Oaktree Funding Corp's Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,911 in Finance & Insurance (9,261 peers)

Oaktree Funding Corp multi-year trail

Oaktree Funding Corp's plans moved +12.4% in assets from 2022 to 2023; this filing shows Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust at $4M / 61 participants.

#2,911
in Finance & Insurance (9,261 peers)
+2.4%
assets growth YoY

Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,945,420 46th percentile higher than 46% 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

Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust is a small filing (61 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 954267987 · Oaktree Funding Corp PY 2022 · 401(k)

Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust · $4M · 61 · 46th

  • SCH $4M
  • EBSA 61
  • PART 46th
  • TYPE 401(k)
  • NET near Professional Rodeo Cowboys Association, Inc. 401(k) Plan
  • BOOK ind #2911

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 Finance & Insurance retirement plans → · Plans in California →

Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Oaktree Funding Corp 401(k) Profit Sharing Plan & TrustOaktree Funding Corp 401(k) …$4MProfessional Rodeo Cowboys Association, Inc. 401(k) PlanProfessional Rodeo Cowboys A…$4MClc Compliance Technologies in 401(k) Profit Sharing Plan & TrustClc Compliance Technologies …$4MFirst Midwest Group 401(k) PlanFirst Midwest Group 401(k) P…$4MRks Plumbing and Mechanical, Inc. Profit Sharing PlanRks Plumbing and Mechanical,…$4M
End-of-year total assets ($M) among Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oaktree Funding Corp multi-year asset trail

Sponsor-wide plan assets over time

All Oaktree Funding Corp plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.380861860080802% vs 2022
2023 filing year
$3.8M$4M$4.2M$4.4M$4.6M 20222023 $3.95M $4.43M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 61 $4M
2023 1 89 $4M

Oaktree Funding Corp filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$92K
Employer EIN954267987
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00394542 · Participants: 61Oaktree Funding Corp 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Professional Rodeo Cowboys Association, Inc. 401(k) Plan in CO ($4M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust edged up modestly - up 2.4% during 2022, from $4M to $4M. Reported net income was $92K.
How have Oaktree Funding Corp plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Oaktree Funding Corp's sponsor-wide assets grew 12.4%, from $4M to $4M.
Which 401(k) plans are similar in size to Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Professional Rodeo Cowboys Association, Inc. 401(k) Plan in CO ($4M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Oaktree Funding Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (61 participants, $704K 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 954267987.

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.