Plan Ledger DOL Form 5500 · updated monthly

Brookdale Senior Living Inc.401(k)

BROOKDALE SENIOR LIVING INC. 401(K) RETIREMENT SAVINGS PLAN · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
0.17%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Brookdale Senior Living Inc. reported $770,457 in plan administrative expenses for 2024: 0.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $129 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.19% to 0.17%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 49th-largest of 1,496 plans among Tennessee employers on file, and the 344th of 11,911 in health care & social assistance. In 2024, employees put in $7.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$466,107,157
Participants with balances15,778
Active participants34,384
Employer contributions$4,423,657
Employee contributions$31,381,854
Employer contribution per active participant$129
Average account balance$29,542
Benefits paid to participants$72,595,008
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$466.1M · 15,778 accts · $4.4M emplr
2023$446.3M · 17,265 accts · $5.3M emplr
2022$411.1M · 19,152 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$685,807
Investment management$84,650
Total administrative$770,457
The Brookdale Senior Living Inc. 401(k) match · 2024
Employer contribution per active participant$129
Median for plans this size$4,294
2024$129 per active participant
2023$148 per active participant
2022$111 per active participant

Brookdale Senior Living Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$685,807
JANEY MONTGOMERY SCOTT · Investment advisory (plan)$70,000
BROOKDALE SENIOR LIVING · Investment advisory (plan)$14,650

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$770,457 · 0.17%
2023$784,571 · 0.18%
2022$914,437 · 0.19%
Same employer
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Covenant Health TN$894.1M · 0.06%
Ballad Health TN$731.3M · 0.06%
Oneoncology, LLC TN$584.6M · 0.26%
Premise Health Holding Corp. TN$497.7M · 0.11%
Dialysis Clinic, Inc. TN$445.9M · 0.20%
Summit Medical Group, PLLC TN$348.1M · 0.14%
National Health Corporation TN$325.3M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203068069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.