Brightview Senior Living 401(k) plan

Brightview Senior Living, LLC, Baltimore, MD. EIN 52-2124576. Annual reports 2009–2024. Also filed as Shelter Properties LLC; Shelter Properties, LLC.

Brightview Senior Living, LLC has one active retirement plan on file, the The Brightview Senior Living 401(k) Plan, with 5,999 participants and $103 million in assets in 2024. Transamerica has been its recordkeeper since 2016. No traditional pension plan appears in Brightview Senior Living's filings since 2009.

Active plans: 1
Participants: 5,999
Plan assets: $103 million
401(k) recordkeeper: Transamerica
Plans on file: 1
Industry: Real estate

The plan

The Brightview Senior Living 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 52-2124576
Participants (2024): 5,999
Net assets (2024): $103 million
Recordkeeper: TransamericaEarlier: Capital Group (American Funds) (2009–2015)
Plan administrator: Brightview Senior Living, LLC
218 North Charles Street, Suite 220
Baltimore, MD 21201
(410) 962-0595As filed for 2024
In effect since: January 1, 1987

Earlier sponsor: Shelter Properties LLC (2009–2017).

Earlier plan names: The Shelter Group 401(k) Plan; The Shelter Group 401K Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,999	$103 million	Transamerica
2023	5,639	$87.5 million	Transamerica
2022	5,332	$68.9 million	Transamerica
2021	4,591	$73.9 million	Transamerica
2020	4,286	$60.6 million	Transamerica
2019	4,066	$48.7 million	Transamerica
2018	3,600	$37.2 million	Transamerica
2017	3,460	$37.1 million	Transamerica
2016	3,806	$32.2 million	Transamerica
2015	2,810	$28.4 million	Capital Group (American Funds)
2014	3,548	$27.9 million	Capital Group (American Funds)
2013	3,057	$24.0 million	Capital Group (American Funds)
2012	2,688	$18.6 million	Capital Group (American Funds)
2011	2,390	$14.6 million	Capital Group (American Funds)
2010	2,142	$13.7 million	Capital Group (American Funds)
2009	2,114	$11.4 million	Capital Group (American Funds)

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the The Brightview Senior Living 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((410) 962-0595). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

The Brightview Senior Living 401(k) Plan

If you had money in one of these plans

What these numbers are

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