Brookdale Senior Living 401(k) plan

Brookdale Senior Living Inc., Brentwood, TN. EIN 20-3068069. Annual reports 2009–2024. Also filed as Brookdale Senior Living, Inc.

Brookdale Senior Living Inc. has one active retirement plan on file, the Brookdale Senior Living Inc. 401(k) Retirement Savings Plan, with 41,035 participants and $466 million in assets in 2024. Principal has been its recordkeeper since 2020. No traditional pension plan appears in Brookdale Senior Living's filings since 2009.

Active plans: 1
Participants: 41,035
Plan assets: $466 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Health care

The plan

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan

401(k)Active

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

Plan number: 001Employer EIN 20-3068069
Participants (2024): 41,035
Net assets (2024): $466 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2017–2019), Transamerica (2009–2016)
Plan administrator: Brookdale Senior Living Inc.
105 Westwood PL., Ste 400
Brentwood, TN 37024
(615) 564-8271As filed for 2024
In effect since: March 1, 1995

Plans merged into this one: Horizon Bay Retirement Living Retirement Plan (2011).

Earlier plan names: Brookdale Senior Living, Inc. 401K Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	41,035	$466 million	Principal
2023	43,291	$446 million	Principal
2022	41,533	$411 million	Principal
2021	39,669	$529 million	Principal
2020	47,429	$543 million	Principal
2019	56,401	$503 million	Wells Fargo
2018	60,016	$403 million	Wells Fargo
2017	62,629	$408 million	Wells Fargo
2016	63,894	$318 million	Transamerica
2015	64,721	$286 million	Transamerica
2014	61,626	$259 million	Transamerica
2013	39,542	$209 million	Transamerica
2012	27,617	$163 million	Transamerica
2011	43,243	$133 million	Transamerica
2010	31,758	$110 million	Transamerica
2009	30,421	$91.0 million	Transamerica

If you had money in one of these plans

Call Principal (principal.com), which runs the Brookdale Senior Living Inc. 401(k) Retirement Savings 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 ((615) 564-8271). 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

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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