401(k) · DOL Form 5500 · 2023

Brookdale Senior Living Inc. 401(k) Plan

Data updated 2026-08-25

$446M
Total assets Above avg plan size
34,297
Participants Very large workforce
97th
Percentile by assets National rank
$13,012
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookdale Senior Living Inc. 401(k) Retirement Savings Plan · Sponsored by Brookdale Senior Living Inc. · Tennessee · Healthcare & Social Assistance

$446M in assets, 34,297 participants

Brookdale Senior Living Inc.'s Brookdale Senior Living Inc. 401(k) Retirement Savings Plan reported $446M in total assets and 34,297 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,221 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan covers 34,297 participants in Tennessee, 30x the typical Tennessee plan (state average ~1,126 per filing). Assets: $446M.

#17,221
in Healthcare & Social Assistance (17,684 peers)
+8.5%
assets growth YoY
4.5×
vs typical plan assets (national mean)

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$446,283,629 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brookdale Senior Living Inc. 401(k) Retirement Savings Plan is a mega filing (34,297 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookdale Senior Living Inc. 401(k) Retirement Savings Plan reported net income rose from -$118M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Brookdale Senior Living Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $411M in the plan year 2022 filing to $446M in the plan year 2023 filing.
  • Brookdale Senior Living Inc. 401(k) Retirement Savings Plan reported participants rose from 32,276 in the plan year 2022 filing to 34,297 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 203068069 · Brookdale Senior Living Inc. PY 2023 · 401(k)

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan · $446M · 34,297 · 97th

  • VS-ST $446M
  • BOY 34,297
  • SCH 97th
  • EBSA 401(k)
  • PART near Fredrikson & Byron PA Profit Sharing Plan
  • TYPE ind #17221

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Andritz Inc. Savings and Investment PlanAndritz Inc. Savings and Inv…$447MBrookdale Senior Living Inc. 401(k) Retirement Savings PlanBrookdale Senior Living Inc.…$446MFredrikson & Byron PA Profit Sharing PlanFredrikson & Byron PA Profit…$446MKroll 401(k) Retirement Savings PlanKroll 401(k) Retirement Savi…$446MAli Group Retirement Plan$446M
End-of-year total assets ($M) among Brookdale Senior Living Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$411M
Net Assets (End of Year)$446M
Net Income$35M
Employer EIN203068069
Plan Effective Date1995-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookdale Senior Living Inc.)

Sponsor-wide plan assets over time

All Brookdale Senior Living Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$466M 13.368863285155735% vs 2022
2024 filing year
$400M$420M$440M$460M$480M 202220232024 $411M $466M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 32,276 $411M
2023 1 34,297 $446M
2024 1 34,641 $466M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Brookdale Senior Living Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.446283629 · Participants: 34297Brookdale Senior Living Inc. 401(k) Retirement Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Brookdale Senior Living Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Brookdale Senior Living Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Brookdale Senior Living Inc. 401(k) Retirement Savings Plan

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan reports $446M in end-of-year assets across 34,297 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.037% of 93,925,755 covered participants) - about $13,012 per participant (9% of the national average assets-per-participant) . Net income for plan year 2023 was $35M.

This plan identity (EIN 203068069, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $411M to $466M (+13.4%) while covered participants moved from 32,276 to 34,641 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 32,276 $411M Open filing
2023 34,297 $446M This page
2024 · index core 34,641 $466M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Fredrikson & Byron PA Profit Sharing Plan in MN ($446M); by covered participants it is Schwabplan Retirement Savings and Investment Plan in TX (34,259 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($446M here).

Similar participant headcount

Nearest other-state filings by covered participants (34,297 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brookdale Senior Living Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼
Brookdale Senior Living Inc. 401(k) Retirement Savings Plan grew at a solid clip - up 8.5% during 2023, from $411M to $446M. Reported net income was $35M.
How have Brookdale Senior Living Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookdale Senior Living Inc.'s sponsor-wide assets grew 13.4%, from $411M to $466M.
Where does Brookdale Senior Living Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Brookdale Senior Living Inc. 401(k) Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Brookdale Senior Living Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fredrikson & Byron PA Profit Sharing Plan in MN ($446M, 716 participants).
Which 401(k) plans cover a similar participant headcount to Brookdale Senior Living Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schwabplan Retirement Savings and Investment Plan in TX (34,259 participants, $8.0B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203068069.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.