Other · DOL Form 5500 · 2022

Bill & Melinda Gates Foundation Retirement Plan

Data updated 2026-08-25

$219M
Total assets Near avg plan size
1,580
Participants Near avg headcount
96th
Percentile by assets National rank
$138,731
Avg per participant Near avg balance/head
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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.

  • #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.

#8,313
in Other Services (8,398 peers)
-12.9%
assets change YoY
2.2×
vs typical plan assets (national mean)

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.

Bill & Melinda Gates Foundation Employee Retirement Plan's outsized position 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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bill & Melinda Gates Foundation Employee Retirement Plan lands in the large band (1,580 participants).

EBSA filing schedule strip

Filing strip 562618866 · Bill & Melinda Gates Foundation PY 2022 · Other

Bill & Melinda Gates Foundation Employee Retirement Plan · $219M · 1,580 · 96th

  • SCH $219M
  • SCH 1,580
  • SCH 96th
  • SCH Other
  • SCH near Mount Sinai Matching Contribution Plan
  • SCH ind #8313

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Washington →

Bill & Melinda Gates Foundation Employee Retirement Plan in the asset neighbourhood

Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) PlanBaptist Health Care Corporat…$221MThe Glens Falls Hospital Partnership PlanThe Glens Falls Hospital Par…$220MBill & Melinda Gates Foundation Employee Retirement PlanBill & Melinda Gates Foundat…$219MMount Sinai Matching Contribution PlanMount Sinai Matching Contrib…$218MPublic Broadcasting Service Defined Contribution Retirement PlanPublic Broadcasting Service …$218M
End-of-year total assets ($M) among Bill & Melinda Gates Foundation Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$252M
Net Assets (End of Year)$219M
Net Income-$33M
Employer EIN562618866
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bill & Melinda Gates Foundation)

Sponsor-wide plan assets over time

All Bill & Melinda Gates Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 47.870822593043826% vs 2022
2024 filing year
$0.6B$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.69B $1.02B ▲ +47.8%
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 Scatter plot of 6 data points. 05000100001500020000 00.20.40.60.811.2 Total assets ($B) Participants Bill & Melinda Gates Foundation Employee Retirement Plan, Total assets ($B): 0.219194868 · Participants: 1580Bill & Melinda Gates Foundation Employee Retirement PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.125230035 · Participants: 4435Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.818580491 · Participants: 14779Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.483693061 · Participants: 6863Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundVirginia Mason Medical Center 403(b) Plan, Total assets ($B): 0.457462659 · Participants: 5560Virginia Mason Medical Center 403(b) PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.434597438 · Participants: 3301Overlake Hospital Medical Center 403(b)Retirement Plan
Bill & Melinda Gates Foundation Employee Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Bill & Melinda Gates Foundation Employee Retirement Plan side-by-side with 3 peers →

Bill & Melinda Gates Foundation Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Mount Sinai Matching Contribution Plan in FL ($218M); by covered participants it is Monarch 403(b) Plan in NC (1,581 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,580 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bill & Melinda Gates Foundation Employee Retirement Plan assets move in 2022? ▼
Bill & Melinda Gates Foundation Employee Retirement Plan pulled back noticeably - down 12.9% during 2022, from $252M to $219M. Reported net income was -$33M.
How have Bill & Melinda Gates Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bill & Melinda Gates Foundation's sponsor-wide assets grew 47.9%, from $687M to $1.0B.
Where does Bill & Melinda Gates Foundation Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Bill & Melinda Gates Foundation Employee Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Bill & Melinda Gates Foundation Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mount Sinai Matching Contribution Plan in FL ($218M, 4,091 participants).
Which Other plans cover a similar participant headcount to Bill & Melinda Gates Foundation Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Monarch 403(b) Plan in NC (1,581 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 562618866.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.