401(k) · DOL Form 5500 · 2022
Welltower Inc. 401(k) Plan
Data updated 2026-08-11
- $70M
- Total assets
- 433
- Participants
- 91st
- Percentile by assets
- $162,357
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $70M
- total plan assets (2022 EOY)
- 433
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $162,357
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Welltower Inc. Retirement Plan and Trust outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
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.)
| 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.
Welltower Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Welltower Inc. Retirement Plan and Trust by total assets, not by location.
Frequently Asked Questions
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How have Welltower Inc. plan assets changed over time? ▼
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Next read for Welltower Inc. Retirement Plan and Trust
Scale reading
Ways to act on Welltower Inc. Retirement Plan and Trust's numbers.
- By total assets, Welltower Inc. Retirement Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Welltower Inc.'s sponsor-wide assets have grown 48.3% since 2022 across 3 plan years on file. More Real Estate plans