401(k) · DOL Form 5500 · 2024
Welltower Inc. 401(k) Plan
Data updated 2026-08-25
- $104M
- Total assets Near avg plan size
- 510
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $204,422
- Avg per participant Above avg balance/head
Official DOL plan name: Welltower Inc. Retirement Plan and Trust · Sponsored by Welltower Inc. · Ohio · Real Estate
$104M in assets, 510 participants
Welltower Inc.'s Welltower Inc. Retirement Plan and Trust reported $104M in total assets and 510 participants in its 2024 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.
- #4,470 in Real Estate (4,605 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, $104M for 510 participants (~$204,422/participant), up 19.1% in 2024.
- #4,470
- in Real Estate (4,605 peers)
- +19.1%
- assets growth YoY
- 1.0×
- 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 2024 · DOL Form 5500
$104,255,190 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Welltower Inc. Retirement Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 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 (510 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Welltower Inc. Retirement Plan and Trust end-of-year assets rose from $88M in the plan year 2023 filing to $104M in the plan year 2024 filing.
- Welltower Inc. Retirement Plan and Trust reported participants rose from 481 in the plan year 2023 filing to 510 in the plan year 2024 filing.
- Welltower Inc. Retirement Plan and Trust reported net income fell from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 341096634 · Welltower Inc. PY 2024 · 401(k)
Welltower Inc. Retirement Plan and Trust · $104M · 510 · 91st
- EOY $104M
- 5500 510
- ASSETS 91st
- PCT 401(k)
- EIN near B.L. Harbert International, L.L.C. Retirement Plan
- RANK ind #4470
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $104M |
| Net Income | $17M |
| Employer EIN | 341096634 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING 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
| 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.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
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 B.L. Harbert International, L.L.C. Retirement Plan in AL ($104M); by covered participants it is Gossner Foods 401(k) Profit Sharing Plan in UT (510 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104M here).
- B.L. Harbert International, L.L.C. Retirement Plan (AL) $104M · 1,063
- Braze, Inc. 401(k) Plan (NY) $104M · 990
- University Healthcare Alliance 401(k) Plan (CA) $104M · 1,080
- Western Employees Benefit Plan (WA) $104M · 2,510
Similar participant headcount
Nearest other-state filings by covered participants (510 participants); asset peers above are excluded.
- Gossner Foods 401(k) Profit Sharing Plan (UT) 510 · 0 off
- We Employees' 401(k) Cash or Deferred Retirement Plan (WA) 510 · 0 off
- Affinity Federal Credit Union 401(k) Plan (NJ) 510 · 0 off
- Jnd Holdings, Inc. 401(k) Profit Sharing Plan (MN) 510 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.