401(k) · DOL Form 5500 · 2023

Welltower Inc. 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
481
Participants Below avg headcount
90th
Percentile by assets National rank
$182,017
Avg per participant Above avg balance/head
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Official DOL plan name: Welltower Inc. Retirement Plan and Trust · Sponsored by Welltower Inc. · Ohio · Real Estate

$88M in assets, 481 participants

Welltower Inc.'s Welltower Inc. Retirement Plan and Trust reported $88M in total assets and 481 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,595 in Real Estate (4,727 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, $88M for 481 participants (~$182,017/participant), up 24.5% in 2023.

#4,595
in Real Estate (4,727 peers)
+24.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$87,549,965 Top 10% higher than 90% 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

Welltower Inc. Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 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 (481 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Welltower Inc. Retirement Plan and Trust reported net income rose from -$11M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Welltower Inc. Retirement Plan and Trust end-of-year assets rose from $70M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Welltower Inc. Retirement Plan and Trust reported participants rose from 433 in the plan year 2022 filing to 481 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341096634 · Welltower Inc. PY 2023 · 401(k)

Welltower Inc. Retirement Plan and Trust · $88M · 481 · 90th

  • VS-ST $88M
  • VS-ST 481
  • VS-ST 90th
  • VS-ST 401(k)
  • VS-ST near The Gvec Flexible Compensation Plan
  • VS-ST ind #4595

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

The Brightview Senior Living 401(k) PlanThe Brightview Senior Living…$88MTerminix Service, Inc. 401(k) Profit Sharing PlanTerminix Service, Inc. 401(k…$88MWelltower Inc. Retirement Plan and TrustWelltower Inc. Retirement Pl…$88MThe Gvec Flexible Compensation PlanThe Gvec Flexible Compensati…$88MMichigan Sugar Company 401(k) Savings PlanMichigan Sugar Company 401(k…$88M
End-of-year total assets ($M) among Welltower Inc. Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$88M
Net Income$17M
Employer EIN341096634
Plan Effective Date1987-01-01
Filing StatusFILING 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
$60M$80M$100M$120M 202220232024 $70.3M $104M ▲ +48.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Welltower Inc. Retirement Plan and Trust, Total assets ($B): 0.087549965 · Participants: 481Welltower Inc. Retirement Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Welltower Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Welltower Inc. Retirement Plan and Trust side-by-side with 3 peers →

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 The Gvec Flexible Compensation Plan in TX ($88M); by covered participants it is Apex Oil Company, Inc. Employee Savings Plan in MO (481 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

Similar participant headcount

Nearest other-state filings by covered participants (481 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 Welltower Inc. Retirement Plan and Trust assets move in 2023? ▼
Welltower Inc. Retirement Plan and Trust grew sharply - up 24.5% during 2023, from $70M to $88M. Reported net income was $17M.
How have Welltower Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welltower Inc.'s sponsor-wide assets grew 48.3%, from $70M to $104M.
Where does Welltower Inc. Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Welltower Inc. Retirement Plan and Trust ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Welltower Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Gvec Flexible Compensation Plan in TX ($88M, 357 participants).
Which 401(k) plans cover a similar participant headcount to Welltower Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Apex Oil Company, Inc. Employee Savings Plan in MO (481 participants, $51M 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 341096634.

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.