401(k) · DOL Form 5500 · 2024
Welltower Inc. 401(k) Plan
Data updated 2026-08-11
- $104M
- Total assets
- 510
- Participants
- 91st
- Percentile by assets
- $204,422
- Avg per participant
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.
- 91st percentile by assets (of 123,622 plans)
- #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.
- $104M
- total plan assets (2024 EOY)
- 510
- covered participants
- 91st
- percentile by assets (of 123,622 plans)
- $204,422
- avg assets per participant
Where Welltower Inc. Retirement Plan and Trust sits 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
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.
Welltower Inc. Retirement Plan and Trust vs the 2024 asset distribution
By assets, Welltower Inc. Retirement Plan and Trust outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
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.)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Welltower Inc. Retirement Plan and Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Welltower Inc. Retirement Plan and Trust assets move in 2024? ▼
How have Welltower Inc. plan assets changed over time? ▼
Where does Welltower Inc. Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Welltower Inc. Retirement Plan and Trust? ▼
Next read for Welltower Inc. Retirement Plan and Trust
Scale reading
Ways to act on Welltower Inc. Retirement Plan and Trust's numbers.
- By total assets, Welltower Inc. Retirement Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Welltower Inc.'s sponsor-wide assets have grown 48.3% since 2022 across 3 plan years on file. More Real Estate plans