Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Brookdale Senior Living
Brookdale Senior Living 401(k)
- BKD NYSE
- Health care and social assistance
- Brentwood, TN
- EIN 20-3068069
- 1 plan with Schedule H financials
- Plan year 2024
- Brookdale Senior Living Inc.
Administrative expenses excluding investment management, per participant · Brookdale Senior Living Inc. 401(k) Retirement Savings Plan · plan year 2024
$43.47
Higher than 25% of the 2,324 plans $250M to 1B that report it.
Source
= $685,807 / 15,778
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015124622NAL0002314051001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015124622NAL0002314051001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Cost and contributions
Administrative expenses per participant
$48.83
Higher than 20% of the 2,405 plans $250M to 1B that report it.
Source
= $770,457 / 15,778
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015124622NAL0002314051001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015124622NAL0002314051001, received 2025-10-15
Administrative expenses as a share of assets
0.165%
Higher than 87% of the 2,407 plans $250M to 1B that report it.
Source
= $770,457 / $466,107,157
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015124622NAL0002314051001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015124622NAL0002314051001, received 2025-10-15
Employer contributions per participant
$280
Higher than 2% of the 2,457 plans $250M to 1B that report it.
Source
= $4,423,657 / 15,778
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015124622NAL0002314051001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015124622NAL0002314051001, received 2025-10-15
Employer share of total contributions
11.3%
Higher than 4% of the 2,459 plans $250M to 1B that report it.
Source
= $4,423,657 / $39,089,744
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015124622NAL0002314051001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015124622NAL0002314051001, received 2025-10-15
Plan terms, as stated in Brookdale Senior Living Inc.'s SEC filings
Employer match
“The Company makes matching contributions in amounts equal to 25.0% of the employee's contribution to such plan, for contributions up to a maximum of 4.0% of eligible compensation.”
Form 10-K filed 2026-02-19, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015124622NAL0002314051001, received 2025-10-15
Full record, Brookdale Senior Living Inc. 401(k) Retirement Savings Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BROOKDALE SENIOR LIVING INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Plan name | BROOKDALE SENIOR LIVING INC. 401(K) RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Sponsor EIN / plan number | 20-3068069 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Sponsor location | BRENTWOOD, TN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Industry (business code) | 623000, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Participants, beginning of year | 42,507 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Active participants | 34,384 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Participants, end of year | 41,035 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Participants with an account balance | 15,778 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Total assets, beginning of year | $446,283,629 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Total assets, end of year | $466,107,157 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Net assets, end of year | $466,107,157 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Total income | $93,198,831 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Net income | $19,823,528 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Employer contributions | $4,423,657 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Participant contributions | $31,381,854 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $3,284,233 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Total contributions | $39,089,744 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Benefit payments | $72,595,008 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $73,375,303 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Total administrative expenses | $770,457 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Contract administrator fees | $685,807 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Investment advisory and management fees | $84,650 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Administrative expenses excluding investment management | $685,807 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Held in common/collective trusts | $340,019,812 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Held in mutual funds | $118,065,094 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015124622NAL0002314051001, received 2025-10-15 |
| Independent auditor | LBMC, PC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015124622NAL0002314051001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015124622NAL0002314051001, received 2025-10-15.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $685,807 | yes |
| JANEY MONTGOMERY SCOTT | INVESTMENT ADVISORY | 27 Investment advisory (plan); 50 Direct payment from the plan | $70,000 | no |
| BROOKDALE SENIOR LIVING | INVESTMENT ADVISORY | 27 Investment advisory (plan); 50 Direct payment from the plan | $14,650 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015124622NAL0002314051001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $446,283,629 | $466,107,157 | 4.4% |
| Participants with a balance | 17,265 | 15,778 | -8.6% |
| Administrative expenses | $784,571 | $770,457 | -1.8% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $5,275,577 | $4,423,657 | -16.1% |
Prior filing 20240909152850NAL0004638081001, received 2024-09-09; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: BROOKDALE SENIOR LIVING INC.; SEC registrant: Brookdale Senior Living Inc. (CIK 1332349, matched by EIN; display name from the Form 10-K cover).