Oaktree Capital Management
advisor27 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16+4 YoYRank #1116 of mapped providers
Assets under administration$94.2B0.1%Market share · rank #143
Fees received$9MMedian $200,454/planSum across Schedule C direct + indirect
Net wins YoY+34 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Oaktree Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Oaktree Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 11 | $192,893 | |
Contract Administrator; Other feesCode 13 | 2 | $261,908 | |
Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 2 | $643,404 | |
Investment management fees paid directly by planCode 51 | 1 | $505,468 |
Competitor overlap
Percent of Oaktree Capital Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Oaktree Capital Management.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLANNY · 135645888-333 | DYAL CAPITAL PARTNERS | $3.2B |
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-002 | JPMorgan Chase | $1.1B |
SHELTER MUTUAL INSURANCE COMPANYMO · 430613000-002 | BSEP | $596M |
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLANNE · 476045942-001 | Milliman | $93M |
Plans lost in 2024
Appeared last year under Oaktree Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, NALC ANNUITY TRUST FUNDVA · 526038252-001 | (new plan) | $345M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $2M | 10y | - |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $962,625 | 10y | - |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $946,602 | 10y | - |
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLANNY · 135645888-333 | $3.0B | 15,292 | $152,953 | 2y | - |
AUTOMOBILE CLUB OF SO CALIFORNIACA · 950514585-001 | $2.6B | 23,954 | $505,468 | 10y | 1 |
PIPELINE INDUSTRY PENSION FUNDOK · 736146433-001 | $1.7B | 7,849 | $192,893 | 5y | - |
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-002 | $1.1B | 9,402 | $905,000 | 1y | - |
AVISTA CORPORATIONWA · 910462470-001 | $614M | 2,485 | $7,366 | 10y | - |
SHELTER MUTUAL INSURANCE COMPANYMO · 430613000-002 | $596M | 3,330 | $1M | 4y | - |
MASSACHUSETTS BRICKLAYERS & MASONS PENSION FUNDMA · 046128039-001 | $547M | 4,220 | $157,191 | 10y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (27)
Raw Schedule C names collapsed into Oaktree Capital Management.
- FRINGE BENEFIT SPECIALISTS INC
- FRINGE BENEFITS ADMINISTRATORS, LTD
- FRINGE BENEFITS DESIGH OF MINNESOTA
- FRINGE BENEFITS, INC
- OAK TREE
- OAKTREE
- OAKTREE CAPITAL
- OAKTREE CAPITAL GROUP
- OAKTREE CAPITAL GROUP LLC OAKTREE
- OAKTREE CAPITAL MANAGEMENT
- OAKTREE CAPITAL MANAGEMENT L.P.
- OAKTREE CAPITAL MANAGEMENT LLC
- OAKTREE CAPITAL MANAGEMENT LP
- OAKTREE CAPITAL MANAGEMENT, L.P
- OAKTREE CAPITAL MANAGEMENT, L.P.
- OAKTREE CAPITAL MANAGEMENT, LP
- OAKTREE CAPITAL MGMT LP
- OAKTREE CAPITAL MGMT, L.P.
- OAKTREE CAPITAL MGMT, LP
- OAKTREE CAPITAL MGNT
- OAKTREE CAPITAL MGT LP
- OAKTREE CAPTIAL MANAGEMENT LP
- OAKTREE ENHANCED INCOME FUND II
- OAKTREE RE VI CAYMAN
- OAKTREE SENIOR LOAN FUND
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Oaktree Capital Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 12.50% | 1.71% | +10.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 6.25% | 1.76% | +4.49 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Oaktree Capital Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Oaktree Capital Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Groom Law Group, Chartered | 2 | 12.5% |
| Seyfarth Shaw LLP | 2 | 12.5% |
| Abato, Rubenstein & Abato, P.A. | 1 | 6.3% |
| Blitman & King LLP | 1 | 6.3% |
| Feinberg Dumont & Brennan | 1 | 6.3% |
| Gould Kobrick & Schlapp PC | 1 | 6.3% |
| Haynes & Boone LLP | 1 | 6.3% |
| Kutak Rock LLP | 1 | 6.3% |
| Mooney, Green, Baker & Saidon PC | 1 | 6.3% |
| Morgan Lewis & Bockius LLP | 1 | 6.3% |