401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$279M
Total assets Near avg plan size
140
Participants Small participant base
96th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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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

$279M in assets, 140 participants

Brandes Investment Partners, L.P.'s Brandes Investment Partners, L.P. 401(k) Plan reported $279M in total assets and 140 participants in its 2024 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.

  • #7,924 in Finance & Insurance (8,549 peers)

Coverage in California

Brandes Investment Partners, L.P. 401(k) Plan covers 140 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $279M.

#7,924
in Finance & Insurance (8,549 peers)
+13.7%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Brandes Investment Partners, L.P. 401(k) Plan's outsized position by total assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$278,872,604 Top 4% higher than 96% of 123,620 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 2024

Brandes Investment Partners, L.P. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brandes Investment Partners, L.P. 401(k) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brandes Investment Partners, L.P. 401(k) Plan reported net income fell from $45M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Brandes Investment Partners, L.P. 401(k) Plan end-of-year assets rose from $245M in the plan year 2023 filing to $279M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330704072 · Brandes Investment Partners, L.P. PY 2024 · 401(k)

Brandes Investment Partners, L.P. 401(k) Plan · $279M · 140 · 96th

  • VS-ST $279M
  • VS-ST 140
  • VS-ST 96th
  • VS-ST 401(k)
  • VS-ST near Select Rehabilitation, LLC 401(k) Plan and Trust
  • VS-ST ind #7924

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 →

Brandes Investment Partners, L.P. 401(k) Plan in the asset neighbourhood

Mattress Firm, Inc. 401(k) PlanMattress Firm, Inc. 401(k) P…$279MTri-State 401(k) Plan and TrustTri-State 401(k) Plan and Tr…$279MSelect Rehabilitation, LLC 401(k) Plan and TrustSelect Rehabilitation, LLC 4…$279MBrandes Investment Partners, L.P. 401(k) PlanBrandes Investment Partners,…$279MFj Management Inc. 401(k) PlanFj Management Inc. 401(k) Pl…$279M
End-of-year total assets ($M) among Brandes Investment Partners, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$245M
Net Assets (End of Year)$279M
Net Income$34M
Employer EIN330704072
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Brandes Investment Partners, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$279M 38.989529192729364% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $201M $279M ▲ +39.0%
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Brandes Investment Partners, L.P. 401(k) Plan, Total assets ($B): 0.278872604 · Participants: 140Brandes Investment Partners, L.P. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 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) Plan side-by-side with 3 peers →

Brandes Investment Partners, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Select Rehabilitation, LLC 401(k) Plan and Trust in IL ($279M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($279M here).

Similar participant headcount

Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brandes Investment Partners, L.P. 401(k) Plan assets move in 2024? ▼
Brandes Investment Partners, L.P. 401(k) Plan grew at a solid clip - up 13.7% during 2024, from $245M to $279M. Reported net income was $34M.
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 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Select Rehabilitation, LLC 401(k) Plan and Trust in IL ($279M, 15,124 participants).
Which 401(k) plans cover a similar participant headcount to Brandes Investment Partners, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Conformis, Inc. 401(k) Plan in MA (140 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.