401(k) · DOL Form 5500 · 2024

Oaktree Capital Management 401(k) Plan

Data updated 2026-08-25

$404M
Total assets Above avg plan size
936
Participants Near avg headcount
97th
Percentile by assets National rank
$431,727
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

$404M in assets, 936 participants

Oaktree Capital Management's Oaktree Capital Management, L. P. 401(k) Savings Plan reported $404M in total assets and 936 participants in its 2024 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.

  • #8,061 in Finance & Insurance (8,549 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, $404M for 936 participants (~$431,727/participant), up 18.7% in 2024.

#8,061
in Finance & Insurance (8,549 peers)
+18.7%
assets growth YoY
4.1×
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 2024 · DOL Form 5500

$404,096,533 Top 3% higher than 97% 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

Oaktree Capital Management, L. P. 401(k) Savings 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. Oaktree Capital Management, L. P. 401(k) Savings Plan sits mid-pack in the medium band (936 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oaktree Capital Management, L. P. 401(k) Savings Plan end-of-year assets rose from $340M in the plan year 2023 filing to $404M in the plan year 2024 filing.
  • Oaktree Capital Management, L. P. 401(k) Savings Plan reported participants rose from 856 in the plan year 2023 filing to 936 in the plan year 2024 filing.
  • Oaktree Capital Management, L. P. 401(k) Savings Plan reported net income fell from $67M in the plan year 2023 filing to $64M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 260189082 · Oaktree Capital Management PY 2024 · 401(k)

Oaktree Capital Management, L. P. 401(k) Savings Plan · $404M · 936 · 97th

  • BOOK $404M
  • VS-ST 936
  • BOY 97th
  • SCH 401(k)
  • EBSA near University Radiology Group Profit Sharing Plan
  • PART ind #8061

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

Staples US Retail 401(k) Retirement PlanStaples US Retail 401(k) Ret…$405MUniversity Radiology Group Profit Sharing PlanUniversity Radiology Group P…$404MOaktree Capital Management, L. P. 401(k) Savings PlanOaktree Capital Management, …$404MElectrical Construction Industry Annuity PlanElectrical Construction Indu…$403MBenjamin Moore & Co. Deferred Savings and Investment PlanBenjamin Moore & Co. Deferre…$403M
End-of-year total assets ($M) among Oaktree Capital Management, L. P. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$340M
Net Assets (End of Year)$404M
Net Income$64M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Oaktree Capital Management, L. P. 401(k) Savings Plan, Total assets ($B): 0.404096533 · Participants: 936Oaktree Capital Management, L. P. 401(k) Savings 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
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 University Radiology Group Profit Sharing Plan in NJ ($404M); by covered participants it is Baycare Clinic 401(k) Retirement Savings Plan in WI (936 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (936 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 Oaktree Capital Management, L. P. 401(k) Savings Plan assets move in 2024? ▼
Oaktree Capital Management, L. P. 401(k) Savings Plan grew sharply - up 18.7% during 2024, from $340M to $404M. Reported net income was $64M.
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 97th 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 Oaktree Capital Management, L. P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is University Radiology Group Profit Sharing Plan in NJ ($404M, 758 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 Baycare Clinic 401(k) Retirement Savings Plan in WI (936 participants, $316M 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 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.