Other · DOL Form 5500 · 2022
Bill & Melinda Gates Foundation Retirement Plan
Data updated 2026-08-11
- $219M
- Total assets
- 1,580
- Participants
- 96th
- Percentile by assets
- $138,731
- Avg per participant
Official DOL plan name: Bill & Melinda Gates Foundation Employee Retirement Plan · Sponsored by Bill & Melinda Gates Foundation · Washington · Other Services
$219M in assets, 1,580 participants
Bill & Melinda Gates Foundation's Bill & Melinda Gates Foundation Employee Retirement Plan reported $219M in total assets and 1,580 participants in its 2022 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 96th percentile by assets (of 139,126 plans)
- #8,313 in Other Services (8,398 peers)
Where Bill & Melinda Gates Foundation Employee Retirement Plan sits by assets
Bill & Melinda Gates Foundation Employee Retirement Plan sits in the top 5% of all filed plans by assets, $219M for 1,580 participants (~$138,731/participant), down 12.9% in 2022.
- $219M
- total plan assets (2022 EOY)
- 1,580
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $138,731
- avg assets per participant
The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Bill & Melinda Gates Foundation Employee Retirement Plan sits by total assets
Bill & Melinda Gates Foundation Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$219,194,868 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bill & Melinda Gates Foundation Employee Retirement Plan vs the 2022 asset distribution
By assets, Bill & Melinda Gates Foundation Employee Retirement Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $252M |
|---|---|
| Net Assets (End of Year) | $219M |
| Net Income | -$33M |
| Employer EIN | 562618866 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bill & Melinda Gates Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,193 | $687M |
| 2023 | 2 | 3,470 | $857M |
| 2024 | 2 | 3,852 | $1.0B |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
Bill & Melinda Gates Foundation Employee Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.1B · 4,435
- Multicare Health System 403(b) Employee Savings Plan $819M · 14,779
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $484M · 6,863
- Virginia Mason Medical Center 403(b) Plan $457M · 5,560
- Overlake Hospital Medical Center 403(b)Retirement Plan $435M · 3,301
Similar-Sized Other Plans Nationally
Other plans in other states closest to Bill & Melinda Gates Foundation Employee Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Bill & Melinda Gates Foundation Employee…
Scale reading
Ways to act on Bill & Melinda Gates Foundation Employee Retirement Plan's numbers.
- By total assets, Bill & Melinda Gates Foundation Employee Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Washington. Compare plans
- Bill & Melinda Gates Foundation's sponsor-wide assets have grown 47.9% since 2022 across 3 plan years on file. More Other Services plans