401(k) · DOL Form 5500 · 2023

Oaktree Capital Management 401(k) Plan

Data updated 2026-08-25

$340M
Total assets Above avg plan size
856
Participants Near avg headcount
96th
Percentile by assets National rank
$397,644
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

$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.

  • #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.

#8,350
in Finance & Insurance (8,869 peers)
+24.6%
assets growth YoY
3.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$340,383,338 Top 4% higher than 96% of 127,068 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 2023

Oaktree Capital Management, L. P. 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 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 (856 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

EBSA filing schedule strip

Filing strip 260189082 · Oaktree Capital Management PY 2023 · 401(k)

Oaktree Capital Management, L. P. 401(k) Savings Plan · $340M · 856 · 96th

  • EBSA $340M
  • EBSA 856
  • EBSA 96th
  • EBSA 401(k)
  • EBSA near Minerals Technologies Inc. Savings and Investment Plan
  • EBSA ind #8350

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

Love's and Affiliated Companies 401(k) Savings PlanLove's and Affiliated Compan…$341MThyssenkrupp Materials NA, Inc. 401(k)PlanThyssenkrupp Materials NA, I…$341MIuoe Local 478 Annuity Fund$340MOaktree Capital Management, L. P. 401(k) Savings PlanOaktree Capital Management, …$340MMinerals Technologies Inc. Savings and Investment PlanMinerals Technologies Inc. S…$340M
End-of-year total assets ($M) among Oaktree Capital Management, L. P. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$273M
Net Assets (End of Year)$340M
Net Income$67M
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): 0.340383338 · Participants: 856Oaktree Capital Management, L. P. 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 Minerals Technologies Inc. Savings and Investment Plan in NY ($340M); by covered participants it is Salo, LLC 401(k) Plan in MN (856 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($340M here).

Similar participant headcount

Nearest other-state filings by covered participants (856 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 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).
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 Salo, LLC 401(k) Plan in MN (856 participants, N/A in assets).

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.

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.