Oaktree Capital Management 401(k) Plan: Login, Facts & Contact Information

Oaktree Capital Management 401(k) Plan Facts

Plan name
OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OAKTREE CAPITAL MANAGEMENT
Participants
1,333 (922 active employees)
Former employees with a balance
441
Plan assets
$404,096,533 at Dec 31, 2024
Average account balance
$298,006 across 1,356 accounts
Employer contributions
$6,404,688 in plan year 2024 (23% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jun 1, 1995
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $28.1 million went into the plan in contributions, $6.40 million of it from the employer (23%).
  • $16.1 million was paid out to participants.
  • Investment and other income added $52.1 million.
  • Administrative expenses were $434,991, about $321 per account.

How the Oaktree Capital Management 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,012$225.6 million$3.29 million$11.1 million
20201,032$267.5 million$4.37 million$10.2 million
20211,047$313.4 million$4.56 million$13.7 million
20221,135$273.1 million$5.12 million$7.32 million
20231,255$340.4 million$5.97 million$15.3 million
20241,333$404.1 million$6.40 million$16.1 million

Oaktree Capital Management 401(k) Contact Information

Phone
213-830-6300
Mailing address
333 S. GRAND AVE. 28TH FLOOR, LOS ANGELES CA 90071
Plan sponsor
OAKTREE CAPITAL MANAGEMENT
Employer identification number (EIN)
26-0189082
Plan number
001

Questions about the Oaktree Capital Management 401(k)

Does Oaktree Capital Management contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $6.40 million, 23% of all contributions.

Does the Oaktree Capital Management 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Oaktree Capital Management 401(k) plan?

1,333 participants at the start of plan year 2024, 922 of them active employees, and 441 former employees who still had money in the plan.

What is the average 401(k) balance at Oaktree Capital Management?

About $298,006 per account: $404.1 million in plan assets across 1,356 accounts with a balance at the end of plan year 2024.

Who manages the Oaktree Capital Management 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Oaktree Capital Management. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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