401(k) · DOL Form 5500 · 2023

Brookdale Senior Living Inc. 401(k) Plan

Data updated 2026-08-11

$446M
Total assets
34,297
Participants
97th
Percentile by assets
$13,012
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$446M
total plan assets (2023 EOY)
34,297
covered participants
97th
percentile by assets (of 127,072 plans)
$13,012
avg assets per participant

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 →

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Brookdale Senior Living Inc. 401(k) Retirement Savings Plan reports 34,297 participants - 30x that state average ($446M EOY assets).

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.)

$400M$420M$440M$460M$480M 202220232024 $411M $466M ▲ +13.4%
Total plan assets by year, all Brookdale Senior Living Inc. plans on file
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

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 Liv…Fedex Corporation Re…Hca 401(k) PlanFederal Express Corp…International Paper …Chs/Community Health…
Brookdale Senior Living Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Brookdale Senior Living Inc. 401(k) Retirement Savings Plan by total assets, not by location.

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).

Next read for Brookdale Senior Living Inc. 401(k) Reti…

Filing takeaways

Ways to act on Brookdale Senior Living Inc. 401(k) Retirement Savings Plan's numbers.