Plan Ledger DOL Form 5500 · updated monthly

Ventas, Inc.401(k)

VENTAS, INC. 401(K) PROFIT SHARING PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Ventas, Inc. reported $126,447 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $4,193 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 0.17% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 610th-largest of 3,702 plans among Illinois employers on file, and the 146th of 2,096 in real estate & leasing. In 2024, employees put in $2.63 for every $1.00 the employer contributed; active participation has grown from 454 to 501 since 2022.

Plan summary
Net assets, end of year$90,380,789
Participants with balances731
Active participants501
Employer contributions$2,100,708
Employee contributions$5,531,783
Employer contribution per active participant$4,193
Average account balance$123,640
Benefits paid to participants$7,156,282
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$90.4M · 731 accts · $2.1M emplr
2023$77.6M · 745 accts · $2.0M emplr
2022$62.2M · 716 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,451
Audit (IQPA)$20,996
Total administrative$126,447
The Ventas, Inc. 401(k) match · 2024
Employer contribution per active participant$4,193
Median for plans this size$3,635
2024$4,193 per active participant
2023$4,129 per active participant
2022$3,511 per active participant

Ventas, 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$105,020
CHERRY BEKAERT LLP · Accounting / audit$20,996

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$126,447 · 0.15%
2023$117,914 · 0.17%
2022$114,240 · 0.17%
Same employer
Similar plansReal Estate & Leasing · Illinois
Avison Young (USA) Inc. IL$136.7M · 0.17%
The Inland Group, LLC IL$108.5M · 0.18%
National Equity Fund Inc. IL$91.6M · 0.15%
Heitman LLC IL$90.9M · 0.29%
Amli Management Company IL$79.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611055020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.