401(k) · DOL Form 5500 · 2023

Oaktree Capital Management 401(k) Plan

Data updated 2026-08-11

$340M
Total assets: 856
Participants: 96th
Percentile by assets: $397,644
Avg per participant

Official DOL plan name: Oaktree Capital Management, L. P. 401(k) Savings Plan · Sponsored by Oaktree Capital Management · California · Finance & Insurance

$340M in assets, 856 participants

Oaktree Capital Management's Oaktree Capital Management, L. P. 401(k) Savings Plan reported $340M in total assets and 856 participants in its 2023 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.

96th percentile by assets (of 127,072 plans)
#8,350 in Finance & Insurance (8,869 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, $340M for 856 participants (~$397,644/participant), up 24.6% in 2023.

$340M
total plan assets (2023 EOY): 856
covered participants: 96th
percentile by assets (of 127,072 plans): $397,644
avg assets per participant

Oaktree Capital Management, L. P. 401(k) Savings Plan reported net income rose from -$40M in the plan year 2022 filing to $67M in the plan year 2023 filing.
Oaktree Capital Management, L. P. 401(k) Savings Plan end-of-year assets rose from $273M in the plan year 2022 filing to $340M in the plan year 2023 filing.
Oaktree Capital Management, L. P. 401(k) Savings Plan reported participants rose from 759 in the plan year 2022 filing to 856 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Finance & Insurance

Oaktree Capital Management, L. P. 401(k) Savings Plan vs the 2023 asset distribution

By assets, Oaktree Capital Management, L. P. 401(k) Savings Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$273M
Net Assets (End of Year)	$340M
Net Income	$67M
Employer EIN	260189082
Plan Effective Date	1995-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Oaktree Capital Management)

Total plan assets by year, all Oaktree Capital Management plans on file

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 $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Oaktree Capital Management, L. P. 401(k)… side-by-side with 3 peers →

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.

Minerals Technologies Inc. Savings and Investment Plan (NY) $340M · 1,680
Iuoe Local 478 Annuity Fund (CT) $340M · 4,723
Thyssenkrupp Materials NA, Inc. 401(k)Plan (MI) $341M · 4,103
Love's and Affiliated Companies 401(k) Savings Plan (OK) $341M · 23,589

Frequently Asked Questions

How did Oaktree Capital Management, L. P. 401(k) Savings Plan assets move in 2023? ▼

Oaktree Capital Management, L. P. 401(k) Savings Plan grew sharply - up 24.6% during 2023, from $273M to $340M. Reported net income was $67M.

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 96th 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 Oaktree Capital Management, L. P. 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Minerals Technologies Inc. Savings and Investment Plan in NY ($340M, 1,680 participants).

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

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 260189082.