401(k) · DOL Form 5500 · 2024

Brookdale Senior Living Inc. 401(k) Plan

Data updated 2026-08-25

$466M
Total assets Above avg plan size
34,641
Participants Very large workforce
97th
Percentile by assets National rank
$13,455
Avg per participant Low balance/head
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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

$466M in assets, 34,641 participants

Brookdale Senior Living Inc.'s Brookdale Senior Living Inc. 401(k) Retirement Savings Plan reported $466M in total assets and 34,641 participants in its 2024 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.

  • #16,430 in Healthcare & Social Assistance (16,916 peers)

Coverage in Tennessee

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan covers 34,641 participants in Tennessee, 31x the typical Tennessee plan (state average ~1,126 per filing). Assets: $466M.

#16,430
in Healthcare & Social Assistance (16,916 peers)
+4.4%
assets growth YoY
4.7×
vs typical plan assets (national mean)

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$466,107,157 Top 3% higher than 97% of 123,620 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 2024

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brookdale Senior Living Inc. 401(k) Retirement Savings Plan is a mega filing (34,641 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brookdale Senior Living Inc. 401(k) Retirement Savings Plan reported net income fell from $35M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Brookdale Senior Living Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $446M in the plan year 2023 filing to $466M in the plan year 2024 filing.
  • Brookdale Senior Living Inc. 401(k) Retirement Savings Plan reported participants rose from 34,297 in the plan year 2023 filing to 34,641 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 203068069 · Brookdale Senior Living Inc. PY 2024 · 401(k)

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan · $466M · 34,641 · 97th

  • SCH $466M
  • SCH 34,641
  • SCH 97th
  • SCH 401(k)
  • SCH near First Quality Savings and Investment Plan
  • SCH ind #16430

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Here North America, LLC Retirement Savings and Investment PlanHere North America, LLC Reti…$466MEmployees' Retirement and Savings Plan of Carter Machinery Company, Inc.Employees' Retirement and Sa…$466MBrookdale Senior Living Inc. 401(k) Retirement Savings PlanBrookdale Senior Living Inc.…$466MFirst Quality Savings and Investment PlanFirst Quality Savings and In…$466MMaterion Corporation Retirement Savings PlanMaterion Corporation Retirem…$466M
End-of-year total assets ($M) among Brookdale Senior Living Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$446M
Net Assets (End of Year)$466M
Net Income$20M
Employer EIN203068069
Plan Effective Date1995-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookdale Senior Living Inc.)

Sponsor-wide plan assets over time

All Brookdale Senior Living Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$466M 13.368863285155735% vs 2022
2024 filing year
$400M$420M$440M$460M$480M 202220232024 $411M $466M ▲ +13.4%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Brookdale Senior Living Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.466107157 · Participants: 34641Brookdale Senior Living Inc. 401(k) Retirement Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
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 $466M in end-of-year assets across 34,641 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 $13,455 per participant (10% of the national average assets-per-participant) . Net income for plan year 2024 was $20M.

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 Open filing
2024 · index core 34,641 $466M This page

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is First Quality Savings and Investment Plan in NY ($466M); by covered participants it is Booz Allen Hamilton Inc. Employees' Capital Accumulation Plan in VA (34,650 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brookdale Senior Living Inc. 401(k) Retirement Savings Plan assets move in 2024?
Brookdale Senior Living Inc. 401(k) Retirement Savings Plan edged up modestly - up 4.4% during 2024, from $446M to $466M. Reported net income was $20M.
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 123,622 plans that reported assets for plan year 2024 (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 First Quality Savings and Investment Plan in NY ($466M, 4,235 participants).
Which 401(k) plans cover a similar participant headcount to Brookdale Senior Living Inc. 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Booz Allen Hamilton Inc. Employees' Capital Accumulation Plan in VA (34,650 participants, $9.3B in assets).