Defined Benefit (Pension) · DOL Form 5500 · 2022

Gates Corporation Pension Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
234
Participants Below avg headcount
95th
Percentile by assets National rank
$633,917
Avg per participant High balance/head
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Official DOL plan name: The Gates Group Retirement Plan · Sponsored by Gates Corporation · Colorado · Manufacturing

$148M in assets, 234 participants

Gates Corporation's The Gates Group Retirement Plan reported $148M in total assets and 234 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #18,857 in Manufacturing (20,602 peers)

Where The Gates Group Retirement Plan sits by assets

The Gates Group Retirement Plan sits in the top 5% of all filed plans by assets, $148M for 234 participants (~$633,917/participant), down 26.8% in 2022.

#18,857
in Manufacturing (20,602 peers)
-26.8%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $54M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Gates Group Retirement Plan's outsized position by total assets

The Gates Group Retirement Plan vs every filed plan by assets

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

$148,336,544 Top 5% higher than 95% 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

The Gates Group Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Gates Group Retirement Plan sits mid-pack in the medium band (234 participants).

Plan-year Form 5500 strip

Filing strip 840857401 · Gates Corporation PY 2022 · Defined Benefit (Pension)

The Gates Group Retirement Plan · $148M · 234 · 95th

  • 5500 $148M
  • ASSETS 234
  • PCT 95th
  • EIN Defined Benefit (Pension)
  • RANK near The Shubert Organization, Inc. Employees Pension Plan
  • PHOTO ind #18857

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 Manufacturing retirement plans → · Plans in Colorado →

The Gates Group Retirement Plan in the asset neighbourhood

The Gates Group Retirement PlanThe Gates Group Retirement P…$148MThe Shubert Organization, Inc. Employees Pension PlanThe Shubert Organization, In…$148MKansas Construction Trades Open End Pension Trust FundKansas Construction Trades O…$148MUnitil Corporation Retirement PlanUnitil Corporation Retiremen…$148MEdgewell Personal Care Company Defined Benefit PlanEdgewell Personal Care Compa…$148M
End-of-year total assets ($M) among The Gates Group Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$203M
Net Assets (End of Year)$148M
Net Income-$54M
Employer EIN840857401
Plan Effective Date1964-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gates Corporation)

Sponsor-wide plan assets over time

All Gates Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$821M 9.582094519310447% vs 2022
2024 filing year
$700M$750M$800M$850M 202220232024 $749M $821M ▲ +9.6%
Year Plans Participants Total Assets
2022 2 4,137 $749M
2023 2 4,140 $798M
2024 2 3,968 $821M

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Gates Group Retirement Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants The Gates Group Retirement Plan, Total assets ($B): 0.148336544 · Participants: 234The Gates Group Retirement PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.247990437 · Participants: 39196Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.950257778 · Participants: 1920Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.848297753 · Participants: 1472Pcs U.S. Employees' Pension PlanEmployees' and Agents' Pension Benefits Plan Empower Holdings, Inc., Total assets ($B): 0.39420402 · Participants: 265Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc.National Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.385490596 · Participants: 2480National Renewable Energy Laboratory Shared Security Pension Plan
The Gates Group Retirement Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare The Gates Group Retirement Plan side-by-side with 3 peers →

The Gates Group Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is The Shubert Organization, Inc. Employees Pension Plan in NY ($148M); by covered participants it is Jrmb II Pension Plan in OK (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 The Gates Group Retirement Plan assets move in 2022? ▼
The Gates Group Retirement Plan declined sharply - down 26.8% during 2022, from $203M to $148M. Reported net income was -$54M.
How have Gates Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gates Corporation's sponsor-wide assets grew 9.6%, from $749M to $821M.
Where does The Gates Group Retirement Plan rank by assets among Form 5500 filers? ▼
The Gates Group Retirement Plan ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to The Gates Group Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Shubert Organization, Inc. Employees Pension Plan in NY ($148M, 146 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Gates Group Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jrmb II Pension Plan in OK (234 participants, $23M 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 840857401.

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.