Profit Sharing · DOL Form 5500 · 2022
Bill & Melinda Gates Foundation Profit Sharing Plan
Data updated 2026-08-06
- $468M
- Total assets
- 1,613
- Participants
- 98th
- Percentile by assets
- $290,258
- Avg per participant
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.
- 98th percentile by assets (of 139,258 plans)
- #8,359 in Other Services (8,406 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.
- $468M
- total plan assets (2022 EOY)
- 1,613
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $290,258
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Bill & Melinda Gates Foundation Sharing Retirement Plan outranks 98% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.7x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $531M |
|---|---|
| Net Assets (End of Year) | $468M |
| Net Income | -$63M |
| Employer EIN | 562618866 |
| Plan Effective Date | 1997-06-01 |
| 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 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
- Itron, Inc. Incentive Savings Plan $494M · 2,596
- SEIU 775 Secure Retirement Plan $284M · 73,362
- Western Washington Painters Defined Contribution Pension Plan $246M · 1,639
- Peacehealth Southwest Medical Center Employer Contribution Plan $173M · 3,089
- Northern Illinois Annuity Fund $131M · 6,603
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Bill & Melinda Gates Foundation Sharing Retirement Plan by total assets, not by location.
- Southwest Carpenters Annuity Fund (CA) $469M · 45,399
- Ballad Health 401(a) Plan (TN) $463M · 5,937
- College Entrance Examination Board Retirement Plan (NY) $474M · 812
- Abbvie Puerto Rico Savings Plan (IL) $475M · 1,223
Frequently Asked Questions
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Ways to act on Bill & Melinda Gates Foundation Sharing Retirement Plan's numbers.
- By total assets, Bill & Melinda Gates Foundation Sharing 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 Profit Sharing 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