Welltower Inc. 401(k) Plan: Login, Facts & Contact Information

Welltower Inc. 401(k) Plan Facts

Plan name
WELLTOWER INC. RETIREMENT PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WELLTOWER INC.
Participants
716 (651 active employees)
Former employees with a balance
221
Plan assets
$104,255,190 at Dec 31, 2024
Average account balance
$126,217 across 826 accounts
Employer contributions
$5,288,296 in plan year 2024 (39% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1987
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $13.7 million went into the plan in contributions, $5.29 million of it from the employer (39%).
  • $9.64 million was paid out to participants.
  • Investment and other income added $12.6 million.

How the Welltower Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019570$59.0 million$3.01 million$2.66 million
2020595$69.7 million$3.33 million$6.54 million
2021607$80.8 million$3.43 million$7.08 million
2022643$70.3 million$4.11 million$6.19 million
2023706$87.5 million$4.61 million$7.39 million
2024716$104.3 million$5.29 million$9.64 million

Welltower Inc. 401(k) Contact Information

Phone
419-247-2800
Mailing address
4500 DORR ST, TOLEDO OH 436154040
Plan sponsor
WELLTOWER INC.
Employer identification number (EIN)
34-1096634
Plan number
001

Questions about the Welltower Inc. 401(k)

Does Welltower Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $5.29 million, 39% of all contributions.

Does the Welltower Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Welltower Inc 401(k) plan?

716 participants at the start of plan year 2024, 651 of them active employees, and 221 former employees who still had money in the plan.

What is the average 401(k) balance at Welltower Inc?

About $126,217 per account: $104.3 million in plan assets across 826 accounts with a balance at the end of plan year 2024.

Who manages the Welltower Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Welltower Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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