Employers › Healthpeak Properties
Recordkeeping fees per participant · Healthpeak Properties, Inc.401(k) Retirement Plan · plan year 2024
$98.61
Higher than 72% of the 5,847 plans $50 to 250M that report it.
= $46,444 / 471
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250925091651NAL0007482593001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925091651NAL0007482593001, received 2025-09-25
Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-09-25.
Administrative expenses excluding investment management, per participant
$142.34
Higher than 72% of the 8,758 plans $50 to 250M that report it.
= $67,044 / 471
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925091651NAL0007482593001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925091651NAL0007482593001, received 2025-09-25
Administrative expenses per participant
$185.21
Higher than 67% of the 9,042 plans $50 to 250M that report it.
= $87,236 / 471
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925091651NAL0007482593001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925091651NAL0007482593001, received 2025-09-25
Administrative expenses as a share of assets
0.107%
Higher than 40% of the 9,049 plans $50 to 250M that report it.
= $87,236 / $81,488,172
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925091651NAL0007482593001, received 2025-09-25
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925091651NAL0007482593001, received 2025-09-25
Employer contributions per participant
$4,275
Higher than 72% of the 9,105 plans $50 to 250M that report it.
= $2,013,726 / 471
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925091651NAL0007482593001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925091651NAL0007482593001, received 2025-09-25
Employer share of total contributions
12.6%
Higher than 6% of the 9,112 plans $50 to 250M that report it.
= $2,013,726 / $16,035,315
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925091651NAL0007482593001, received 2025-09-25
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925091651NAL0007482593001, received 2025-09-25
Plan terms are described in Healthpeak Properties, Inc.'s SEC filings: Form 10-K filed 2026-02-03. No term could be quoted from them with the required precision.
2T default investment (QDIA) · 2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3H controlled-group sponsor · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250925091651NAL0007482593001, received 2025-09-25
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HEALTHPEAK PROPERTIES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Plan name | HEALTHPEAK PROPERTIES, INC.401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Sponsor EIN / plan number | 33-0091377 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Sponsor location | DENVER, CO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Industry (business code) | 621399, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Filing received | 2025-09-25 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Participants, beginning of year | 291 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Active participants | 399 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Participants, end of year | 517 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Participants with an account balance | 471 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Total assets, beginning of year | $64,655,923 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Total assets, end of year | $81,488,172 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Net assets, end of year | $81,488,172 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Total income | $25,803,423 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Net income | $16,832,249 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Employer contributions | $2,013,726 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Participant contributions | $5,082,752 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Other contributions (incl. rollovers) | $8,938,837 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Total contributions | $16,035,315 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Benefit payments | $8,884,384 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Total expenses (incl. benefit payments) | $8,971,174 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Total administrative expenses | $87,236 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Recordkeeping fees | $46,444 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| IQPA audit fees | $20,600 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Investment advisory and management fees | $20,192 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Administrative expenses excluding investment management | $67,044 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Held in common/collective trusts | $54,243,225 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Held in mutual funds | $26,870,160 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250925091651NAL0007482593001, received 2025-09-25 |
| Independent auditor | WIPFLI LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250925091651NAL0007482593001, received 2025-09-25 |
Position = column in the DOL layout for form year 2024. Filing 20250925091651NAL0007482593001, received 2025-09-25.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $46,444 | yes |
| MARCUM LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $20,600 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $20,192 | 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 20250925091651NAL0007482593001, received 2025-09-25.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $64,655,923 | $81,488,172 | 26.0% |
| Participants with a balance | 285 | 471 | 65.3% |
| Administrative expenses | $71,194 | $87,236 | 22.5% |
| Recordkeeping fees per participant | $134.06 | $98.61 | -26.4% |
| Employer contributions | $1,715,005 | $2,013,726 | 17.4% |
Prior filing 20241001093759NAL0003873331001, received 2024-10-01; the plan years are contiguous.
Sponsor name as filed: HEALTHPEAK PROPERTIES, INC.; SEC registrant: HEALTHPEAK PROPERTIES, INC. (CIK 765880, matched by EIN; display name from the Form 10-K cover).