2023 Form 5500 filing — Oaktree Employee Stock Ownership Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241023142400NAL0003890897001) for Oaktree Employee Stock Ownership Plan, reported by The Hawthorn Group, Inc. under EIN 74-3073830 and plan number 002. It reports 1,523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)-$16MReported net assets-$15,997,974
Participants1.5K1,523
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241023142400NAL0003890897001
- Plan sponsor
- The Hawthorn Group, Inc.
- EIN
- 74-3073830
- Plan number
- 002
- Location
- Tulsa, OK
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.5M total assets
Net assets-$16MLiabilities$19.5M
Full reported line items
- Total assets (EOY)
- $3,536,967
- Total liabilities (EOY)
- $19,534,941
- Net assets (EOY)
- -$15,997,974
- Employer contributions
- $1,786,856
- Total income / additions
- -$15,463,033
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $534,941
- Net increase / (decrease)
- -$15,997,974