401(k) · DOL Form 5500 · 2022

Oaktree Capital Management 401(k) Plan

Data updated 2026-08-25

$273M
Total assets Near avg plan size
759
Participants Near avg headcount
97th
Percentile by assets National rank
$359,810
Avg per participant High balance/head
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Official DOL plan name: Oaktree Capital Management, L. P. 401(k) Savings Plan · Sponsored by Oaktree Capital Management · California · Finance & Insurance

$273M in assets, 759 participants

Oaktree Capital Management's Oaktree Capital Management, L. P. 401(k) Savings Plan reported $273M in total assets and 759 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,707 in Finance & Insurance (9,261 peers)

Where Oaktree Capital Management, L. P. 401(k) Savings Plan sits by assets

Oaktree Capital Management, L. P. 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $273M for 759 participants (~$359,810/participant), down 12.9% in 2022.

#8,707
in Finance & Insurance (9,261 peers)
-12.9%
assets change YoY
2.7×
vs typical plan assets (national mean)

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oaktree Capital Management, L. P. 401(k) Savings Plan's outsized position by total assets

Oaktree Capital Management, L. P. 401(k) Savings Plan vs every filed plan by assets

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

$273,095,985 Top 3% higher than 97% 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 Capital Management, L. P. 401(k) Savings 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. Oaktree Capital Management, L. P. 401(k) Savings Plan sits mid-pack in the medium band (759 participants).

Form 5500 schedule snapshot

Filing strip 260189082 · Oaktree Capital Management PY 2022 · 401(k)

Oaktree Capital Management, L. P. 401(k) Savings Plan · $273M · 759 · 97th

  • RANK $273M
  • RANK 759
  • RANK 97th
  • RANK 401(k)
  • RANK near Ccc Intelligent Solutions 401(k) Retirement Saving & Investment Plan
  • RANK ind #8707

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 Capital Management, L. P. 401(k) Savings Plan in the asset neighbourhood

Promega Salary Deferral Profit Sharing PlanPromega Salary Deferral Prof…$273MOaktree Capital Management, L. P. 401(k) Savings PlanOaktree Capital Management, …$273MCcc Intelligent Solutions 401(k) Retirement Saving & Investment PlanCcc Intelligent Solutions 40…$273MFlint Group Retirement Savings PlanFlint Group Retirement Savin…$273MShiseido Americas Group Retirement PlanShiseido Americas Group Reti…$273M
End-of-year total assets ($M) among Oaktree Capital Management, L. P. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$313M
Net Assets (End of Year)$273M
Net Income-$40M
Employer EIN260189082
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oaktree Capital Management)

Sponsor-wide plan assets over time

All Oaktree Capital Management plans reported in each filing year

Latest sponsor-wide plan assets
$404M 47.96868324519674% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $273M $404M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 759 $273M
2023 1 856 $340M
2024 1 936 $404M

Nearby 401(k) Plans in California

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

Oaktree Capital Management, L. P. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Oaktree Capital Management, L. P. 401(k) Savings Plan, Total assets ($B): 0.273095985 · Participants: 759Oaktree Capital Management, L. P. 401(k) Savings PlanWells 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 Capital Management, L. P. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Oaktree Capital Management, L. P. 401(k) Savings Plan side-by-side with 3 peers →

Oaktree Capital Management, L. P. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ccc Intelligent Solutions 401(k) Retirement Saving & Investment Plan in IL ($273M); by covered participants it is Aam, LLC 401(k) Profit Sharing Plan and Trust in AZ (759 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (759 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 Capital Management, L. P. 401(k) Savings Plan assets move in 2022? ▼
Oaktree Capital Management, L. P. 401(k) Savings Plan pulled back noticeably - down 12.9% during 2022, from $313M to $273M. Reported net income was -$40M.
How have Oaktree Capital Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oaktree Capital Management's sponsor-wide assets grew 48.0%, from $273M to $404M.
Where does Oaktree Capital Management, L. P. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Oaktree Capital Management, L. P. 401(k) Savings Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Oaktree Capital Management, L. P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ccc Intelligent Solutions 401(k) Retirement Saving & Investment Plan in IL ($273M, 1,898 participants).
Which 401(k) plans cover a similar participant headcount to Oaktree Capital Management, L. P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aam, LLC 401(k) Profit Sharing Plan and Trust in AZ (759 participants, $18M 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 260189082.

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.