401(k) · DOL Form 5500 · 2022
Welltower Inc. 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 433
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $162,357
- Avg per participant Above avg balance/head
Official DOL plan name: Welltower Inc. Retirement Plan and Trust · Sponsored by Welltower Inc. · Ohio · Real Estate
$70M in assets, 433 participants
Welltower Inc.'s Welltower Inc. Retirement Plan and Trust reported $70M in total assets and 433 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #4,914 in Real Estate (5,057 peers)
Where Welltower Inc. Retirement Plan and Trust sits by assets
Welltower Inc. Retirement Plan and Trust sits in the top 10% of all filed plans by assets, $70M for 433 participants (~$162,357/participant), down 13.0% in 2022.
- #4,914
- in Real Estate (5,057 peers)
- -13.0%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Welltower Inc. Retirement Plan and Trust's outsized position by total assets
Welltower Inc. Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$70,300,608 Top 9% higher than 91% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Welltower Inc. Retirement Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welltower Inc. Retirement Plan and Trust sits mid-pack in the medium band (433 participants).
Plan-year Form 5500 strip
Filing strip 341096634 · Welltower Inc. PY 2022 · 401(k)
Welltower Inc. Retirement Plan and Trust · $70M · 433 · 91st
- NET $70M
- NET 433
- NET 91st
- NET 401(k)
- NET near Burke Porter Group Retirement and Savings Plan
- NET ind #4914
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 Real Estate retirement plans → · Plans in Ohio →
Welltower Inc. Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | -$11M |
| Employer EIN | 341096634 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Welltower Inc.)
Sponsor-wide plan assets over time
All Welltower Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $104M 48.29912993071127% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 433 | $70M |
| 2023 | 1 | 481 | $88M |
| 2024 | 1 | 510 | $104M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Welltower Inc. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Burke Porter Group Retirement and Savings Plan in MI ($70M); by covered participants it is Regency Centers 401(k) Profit Sharing Plan in FL (433 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
Similar participant headcount
Nearest other-state filings by covered participants (433 participants); asset peers above are excluded.
- Regency Centers 401(k) Profit Sharing Plan (FL) 433 · 0 off
- Harrell's 401(k) & Profit Sharing Plan (FL) 433 · 0 off
- Genon Energy Employee Savings Plan (TX) 433 · 0 off
- Sage 401(k) Plan (MA) 433 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.