401(k) · DOL Form 5500 · 2023

Healthcare Realty Trust Incorporated 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
571
Participants Below avg headcount
85th
Percentile by assets National rank
$82,186
Avg per participant Below avg balance/head
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Official DOL plan name: Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan · Sponsored by Healthcare Realty Trust Incorporated · Tennessee · Real Estate

$47M in assets, 571 participants

Healthcare Realty Trust Incorporated's Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan reported $47M in total assets and 571 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,447 in Real Estate (4,727 peers)

Where Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan sits by assets

Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $47M for 571 participants (~$82,186/participant), up 19.5% in 2023.

#4,447
in Real Estate (4,727 peers)
+19.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$46,928,292 Top 15% higher than 85% 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

Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan 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. Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (571 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan reported participants rose from 331 in the plan year 2022 filing to 571 in the plan year 2023 filing.
  • Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2022 filing to $47M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 204738467 · Healthcare Realty Trust Incorporated PY 2023 · 401(k)

Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan · $47M · 571 · 85th

  • 5500 $47M
  • 5500 571
  • 5500 85th
  • 5500 401(k)
  • 5500 near Rhf Investments, Inc. 401(k) Savings Plan
  • 5500 ind #4447

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 Tennessee →

Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Healthcare Realty Trust Inc. 401(k) Profit Sharing PlanHealthcare Realty Trust Inc.…$47MRhf Investments, Inc. 401(k) Savings PlanRhf Investments, Inc. 401(k)…$47MLoretto Employee 401(k) Savings PlanLoretto Employee 401(k) Savi…$47MKisinger Campo & Associates Corporation Savings PlanKisinger Campo & Associates …$47MSavings Plan for Minnesota Represented Hourly EmployeesSavings Plan for Minnesota R…$47M
End-of-year total assets ($M) among Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$47M
Net Income$8M
Employer EIN204738467
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthcare Realty Trust Incorporated)

Sponsor-wide plan assets over time

All Healthcare Realty Trust Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$52M 24.15558485928751% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.7M $51.7M ▲ +24.2%
Year Plans Participants Total Assets
2022 2 629 $42M
2023 2 699 $47M
2024 1 586 $52M

Nearby 401(k) Plans in Tennessee

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

Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.046928292 · Participants: 571Healthcare Realty Trust Inc. 401(k) Profit Sharing 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
Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Rhf Investments, Inc. 401(k) Savings Plan in NC ($47M); by covered participants it is Colonial Automotive Group 401(k) Plan in MA (571 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (571 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 Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan grew sharply - up 19.5% during 2023, from $39M to $47M. Reported net income was $8M.
How have Healthcare Realty Trust Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthcare Realty Trust Incorporated's sponsor-wide assets grew 24.2%, from $42M to $52M.
Where does Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rhf Investments, Inc. 401(k) Savings Plan in NC ($47M, 1,676 participants).
Which 401(k) plans cover a similar participant headcount to Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colonial Automotive Group 401(k) Plan in MA (571 participants, $15M 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 204738467.

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.