Profit Sharing · DOL Form 5500 · 2022

Bill & Melinda Gates Foundation Profit Sharing Plan

Data updated 2026-08-25

$468M
Total assets Above avg plan size
1,613
Participants Near avg headcount
98th
Percentile by assets National rank
$290,258
Avg per participant High balance/head
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Official DOL plan name: Bill & Melinda Gates Foundation Sharing Retirement Plan · Sponsored by Bill & Melinda Gates Foundation · Washington · Other Services

$468M in assets, 1,613 participants

Bill & Melinda Gates Foundation's Bill & Melinda Gates Foundation Sharing Retirement Plan reported $468M in total assets and 1,613 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,351 in Other Services (8,398 peers)

Where Bill & Melinda Gates Foundation Sharing Retirement Plan sits by assets

Bill & Melinda Gates Foundation Sharing Retirement Plan sits in the top 5% of all filed plans by assets, $468M for 1,613 participants (~$290,258/participant), down 11.8% in 2022.

#8,351
in Other Services (8,398 peers)
-11.8%
assets change YoY
4.7×
vs typical plan assets (national mean)

The plan reported a net loss of $63M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bill & Melinda Gates Foundation Sharing Retirement Plan's outsized position by total assets

Bill & Melinda Gates Foundation Sharing Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$468,186,510 Top 2% higher than 98% 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 Sharing 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 Sharing Retirement Plan lands in the large band (1,613 participants).

Plan-year Form 5500 strip

Filing strip 562618866 · Bill & Melinda Gates Foundation PY 2022 · Profit Sharing

Bill & Melinda Gates Foundation Sharing Retirement Plan · $468M · 1,613 · 98th

  • RANK $468M
  • RANK 1,613
  • RANK 98th
  • RANK Profit Sharing
  • RANK near Southwest Carpenters Annuity Fund
  • RANK ind #8351

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 Sharing Retirement Plan in the asset neighbourhood

Abbvie Puerto Rico Savings PlanAbbvie Puerto Rico Savings P…$475MCollege Entrance Examination Board Retirement PlanCollege Entrance Examination…$474MSouthwest Carpenters Annuity FundSouthwest Carpenters Annuity…$469MBill & Melinda Gates Foundation Sharing Retirement PlanBill & Melinda Gates Foundat…$468MBallad Health 401(a) Plan$463M
End-of-year total assets ($M) among Bill & Melinda Gates Foundation Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$531M
Net Assets (End of Year)$468M
Net Income-$63M
Employer EIN562618866
Plan Effective Date1997-06-01
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 Profit Sharing Plans in Washington

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bill & Melinda Gates Foundation Sharing Retirement Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 100200300400500600 Total assets ($M) Participants Bill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 468.18651 · Participants: 1613Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 493.753919 · Participants: 2596Itron, Inc. Incentive Savings PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 284.097962 · Participants: 73362SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 245.51852 · Participants: 1639Western Washington Painters Defined Contribution Pension PlanPeacehealth Southwest Medical Center Employer Contribution Plan, Total assets ($M): 173.025444 · Participants: 3089Peacehealth Southwest Medical Center Employer Contribution PlanNorthern Illinois Annuity Fund, Total assets ($M): 131.337674 · Participants: 6603Northern Illinois Annuity Fund
Bill & Melinda Gates Foundation Sharing Retirement Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Bill & Melinda Gates Foundation Sharing Retirement Plan side-by-side with 3 peers →

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

Outside Washington, the nearest Profit Sharing by assets is Southwest Carpenters Annuity Fund in CA ($469M); by covered participants it is Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Rensselaer Contributions in NY (1,612 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($468M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,613 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 Sharing Retirement Plan assets move in 2022? ▼
Bill & Melinda Gates Foundation Sharing Retirement Plan pulled back noticeably - down 11.8% during 2022, from $531M to $468M. Reported net income was -$63M.
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 Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Bill & Melinda Gates Foundation Sharing Retirement Plan ranks in the 98th 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 Profit Sharing plans are similar in size to Bill & Melinda Gates Foundation Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Southwest Carpenters Annuity Fund in CA ($469M, 45,399 participants).
Which Profit Sharing plans cover a similar participant headcount to Bill & Melinda Gates Foundation Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Rensselaer Contributions in NY (1,612 participants, $288M 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.