401(k) · DOL Form 5500 · 2022
Oaktree Capital Management 401(k) Plan
Data updated 2026-08-11
- $273M
- Total assets
- 759
- Participants
- 97th
- Percentile by assets
- $359,810
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $273M
- total plan assets (2022 EOY)
- 759
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $359,810
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Oaktree Capital Management, L. P. 401(k) Savings Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $313M |
|---|---|
| Net Assets (End of Year) | $273M |
| Net Income | -$40M |
| Employer EIN | 260189082 |
| Plan Effective Date | 1995-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oaktree Capital Management)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Oaktree Capital Management, L. P. 401(k) Savings Plan by total assets, not by location.
- Ccc Intelligent Solutions 401(k) Retirement Saving & Investment Plan (IL) $273M · 1,898
- Flint Group Retirement Savings Plan (MI) $273M · 1,314
- Promega Salary Deferral Profit Sharing Plan (WI) $273M · 1,318
- Shiseido Americas Group Retirement Plan (NY) $273M · 2,145
Frequently Asked Questions
How did Oaktree Capital Management, L. P. 401(k) Savings Plan assets move in 2022? ▼
How have Oaktree Capital Management plan assets changed over time? ▼
Where does Oaktree Capital Management, L. P. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Oaktree Capital Management, L. P. 401(k) Savings Plan? ▼
Next read for Oaktree Capital Management, L. P. 401(k)…
Scale reading
Ways to act on Oaktree Capital Management, L. P. 401(k) Savings Plan's numbers.
- By total assets, Oaktree Capital Management, L. P. 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Oaktree Capital Management's sponsor-wide assets have grown 48.0% since 2022 across 3 plan years on file. More Finance & Insurance plans