401(k) · DOL Form 5500 · 2022
William H. Gates III 401(k) Plan
Data updated 2026-08-11
- $57M
- Total assets
- 156
- Participants
- 89th
- Percentile by assets
- $367,222
- Avg per participant
Official DOL plan name: Cascade Asset Management Company 401(k) Plan · Sponsored by William H. Gates III · Washington · Professional & Technical Services
$57M in assets, 156 participants
William H. Gates III's Cascade Asset Management Company 401(k) Plan reported $57M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #19,444 in Professional & Technical Services (21,562 peers)
Coverage in Washington
Cascade Asset Management Company 401(k) Plan covers 156 participants in Washington, about 11% of the average Washington filer (state average ~1,476 per filing). Assets: $57M.
- $57M
- total plan assets (2022 EOY)
- 156
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $367,222
- avg assets per participant
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Washington filers
In Washington, the average filing covers about 1,476 participants across 2,612 plans. Cascade Asset Management Company 401(k) Plan reports 156 participants - about 11% of that state average ($57M EOY assets).
Washington filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | -$8M |
| Employer EIN | 911307932 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William H. Gates III)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 156 | $57M |
| 2023 | 1 | 162 | $74M |
| 2024 | 1 | 168 | $92M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Cascade Asset Management Company 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cascade Asset Management Company 401(k) Plan by total assets, not by location.
- Jaggaer, LLC Retirement Savings Plan (NC) $57M · 386
- Tmf Health Quality Institute 401(k) Retirement Savings Plan (TX) $57M · 420
- Savatree, LLC (NY) $57M · 2,230
- Rite Aid Corporation 401(k)Plan for Collectively Bargained Associates (PA) $57M · 8,494
Frequently Asked Questions
How did Cascade Asset Management Company 401(k) Plan assets move in 2022? ▼
How have William H. Gates III plan assets changed over time? ▼
Where does Cascade Asset Management Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Cascade Asset Management Company 401(k) Plan? ▼
Next read for Cascade Asset Management Company 401(k) …
Filing takeaways
Ways to act on Cascade Asset Management Company 401(k) Plan's numbers.
- By total assets, Cascade Asset Management Company 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Washington. Compare plans
- William H. Gates III's sponsor-wide assets have grown 60.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans