401(k) · DOL Form 5500 · 2023

Brandes Investment Partners, L.P. 401(k) Plan

Data updated 2026-08-11

$245M
Total assets
139
Participants
95th
Percentile by assets
$1.8M
Avg per participant
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Official DOL plan name: Brandes Investment Partners, L.P. 401(k) Plan · Sponsored by Brandes Investment Partners, L.P. · California · Finance & Insurance

$245M in assets, 139 participants

Brandes Investment Partners, L.P.'s Brandes Investment Partners, L.P. 401(k) Plan reported $245M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #8,216 in Finance & Insurance (8,869 peers)

Coverage in California

Brandes Investment Partners, L.P. 401(k) Plan covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $245M.

$245M
total plan assets (2023 EOY)
139
covered participants
95th
percentile by assets (of 127,072 plans)
$1.8M
avg assets per participant

Where Brandes Investment Partners, L.P. 401(k) Plan sits by total assets

Brandes Investment Partners, L.P. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$245,286,810 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brandes Investment Partners, L.P. 401(k) Plan reported net income rose from -$21M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Brandes Investment Partners, L.P. 401(k) Plan end-of-year assets rose from $201M in the plan year 2022 filing to $245M in the plan year 2023 filing.
  • Brandes Investment Partners, L.P. 401(k) Plan reported participants rose from 133 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Brandes Investment Partners, L.P. 401(k) Plan reports 139 participants - about 22% of that state average ($245M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$201M
Net Assets (End of Year)$245M
Net Income$45M
Employer EIN330704072
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brandes Investment Partners, L.P.)

$150M$200M$250M$300M 202220232024 $201M $279M ▲ +39.0%
Total plan assets by year, all Brandes Investment Partners, L.P. plans on file
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.

Brandes Investment Partners, L.P. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Brandes Investment P…, Total assets ($B): 0.24528681 · Participants: 139Brandes Investment P…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Brandes Investment Partners, L.P. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Brandes Investment Partners, L.P. 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Brandes Investment Partners, L.P. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Brandes Investment Partners, L.P. 401(k) Plan assets move in 2023? ▼
Brandes Investment Partners, L.P. 401(k) Plan grew sharply - up 22.3% during 2023, from $201M to $245M. Reported net income was $45M.
How have Brandes Investment Partners, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brandes Investment Partners, L.P.'s sponsor-wide assets grew 39.0%, from $201M to $279M.
Where does Brandes Investment Partners, L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Brandes Investment Partners, L.P. 401(k) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Brandes Investment Partners, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pemco 401(k) Plan in WA ($245M, 534 participants).

Next read for Brandes Investment Partners, L.P. 401(k)…

Filing takeaways

Ways to act on Brandes Investment Partners, L.P. 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330704072.

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.