Brookdale Senior Living 401(k) match, vesting and fees
What Brookdale Senior Living's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Lbmc, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Brookdale Senior Living: employer contribution per participant | $280 | |
| Peer median | $2,155 |
| Brookdale Senior Living: average balance | $29,542 | |
| Peer median | $66,935 |
| Brookdale Senior Living: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $446M at the end of plan year 2023 to $466M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 41,035 | $466M | $4.4M | $280 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 43,291 | $446M | $5.3M | $306 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does Brookdale Senior Living match 401(k) contributions?
The match terms for the Brookdale Senior Living Inc. 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $4.4M in employer contributions, about $280 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Brookdale Senior Living 401(k) match vested?
The vesting schedule for the Brookdale Senior Living Inc. 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Brookdale Senior Living 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Brookdale Senior Living Inc..
I left Brookdale Senior Living. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Brookdale Senior Living Inc., (615) 564-8271) or the recordkeeper, Principal Life Insurance Company. The Brookdale Senior Living old 401(k) page lists the contacts from every plan filing. Find an old Brookdale Senior Living 401(k)
Data from the public Form 5500 annual reports Brookdale Senior Living filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Brookdale Senior Living. Not financial advice. Report a correction · Methodology