401(k) · DOL Form 5500 · 2022
Brandes Investment Partners, L.P. 401(k) Plan
Data updated 2026-08-25
- $201M
- Total assets Near avg plan size
- 133
- Participants Small participant base
- 96th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Brandes Investment Partners, L.P. 401(k) Plan · Sponsored by Brandes Investment Partners, L.P. · California · Finance & Insurance
$201M in assets, 133 participants
Brandes Investment Partners, L.P.'s Brandes Investment Partners, L.P. 401(k) Plan reported $201M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #8,572 in Finance & Insurance (9,261 peers)
Coverage in California
Brandes Investment Partners, L.P. 401(k) Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $201M.
- #8,572
- in Finance & Insurance (9,261 peers)
- -9.6%
- assets change YoY
- 2.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brandes Investment Partners, L.P. 401(k) Plan's outsized position by total assets
Brandes Investment Partners, L.P. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$200,642,887 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Brandes Investment Partners, L.P. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brandes Investment Partners, L.P. 401(k) Plan sits mid-pack in the medium band (133 participants).
Form 5500 schedule snapshot
Filing strip 330704072 · Brandes Investment Partners, L.P. PY 2022 · 401(k)
Brandes Investment Partners, L.P. 401(k) Plan · $201M · 133 · 96th
- NET $201M
- BOOK 133
- VS-ST 96th
- BOY 401(k)
- SCH near Enterprise Employees' Pension and 401(k) Plan
- EBSA ind #8572
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 →
Brandes Investment Partners, L.P. 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $222M |
|---|---|
| Net Assets (End of Year) | $201M |
| Net Income | -$21M |
| Employer EIN | 330704072 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brandes Investment Partners, L.P.)
Sponsor-wide plan assets over time
All Brandes Investment Partners, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $279M 38.989529192729364% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $201M |
| 2023 | 1 | 139 | $245M |
| 2024 | 1 | 140 | $279M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Brandes Investment Partners, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Enterprise Employees' Pension and 401(k) Plan in MD ($201M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($201M here).
- Enterprise Employees' Pension and 401(k) Plan (MD) $201M · 1,329
- Mns, Ltd. Profit-Sharing Plan (HI) $201M · 1,442
- Patterson-Uti Energy, Inc. 401(k) Profit Sharing Plan (TX) $201M · 5,500
- 401(k) Retirement Savings Plan for Integris Health, Inc. (OK) $201M · 10,844
Similar participant headcount
Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.
- Ari Retirement Plan (IL) 133 · 0 off
- Voyetra Turtle Beach 401(k) Plan (NY) 133 · 0 off
- Grane Healthcare Company Collectively Bargained 401(k) Plan (PA) 133 · 0 off
- Four Seasons Orthopedic Center, PA 401(k) Plan (NH) 133 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.