Plan Ledger DOL Form 5500 · updated monthly

Healthpeak Properties, Inc.401(k)

HEALTHPEAK PROPERTIES, INC.401(K) RETIREMENT PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Healthpeak Properties, Inc. reported $87,236 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $5,047 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 has held roughly steady near 0.119%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 155th-largest of 1,461 plans among Colorado employers on file, and the 1,277th of 11,911 in health care & social assistance. In 2024, employees put in $2.52 for every $1.00 the employer contributed; active participation has grown from 197 to 399 since 2022.

Plan summary
Net assets, end of year$81,488,172
Participants with balances471
Active participants399
Employer contributions$2,013,726
Employee contributions$5,082,752
Employer contribution per active participant$5,047
Average account balance$173,011
Benefits paid to participants$8,884,384
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$81.5M · 471 accts · $2.0M emplr
2023$64.7M · 285 accts · $1.7M emplr
2022$53.3M · 281 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,444
Investment management$20,192
Audit (IQPA)$20,600
Total administrative$87,236
The Healthpeak Properties, Inc. 401(k) match · 2024
Employer contribution per active participant$5,047
Median for plans this size$3,635
2024$5,047 per active participant
2023$8,886 per active participant
2022$7,293 per active participant

Healthpeak Properties, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$46,444
MARCUM LLP · Accounting / audit$20,600
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$20,192

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$87,236 · 0.12%
2023$71,194 · 0.12%
2022Not separately reported
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Modivcare Solutions, LLC CO$86.8M · 0.33%
Eating Recovery Center LLC CO$85.8M · 0.32%
Valley View Hospital CO$74.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330091377 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.