Other · DOL Form 5500 · 2023
Bill & Melinda Gates Foundation Retirement Plan
Data updated 2026-08-25
- $278M
- Total assets Near avg plan size
- 1,735
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $160,024
- Avg per participant Above avg balance/head
Official DOL plan name: Bill & Melinda Gates Foundation Employee Retirement Plan · Sponsored by Bill & Melinda Gates Foundation · Washington · Other Services
$278M in assets, 1,735 participants
Bill & Melinda Gates Foundation's Bill & Melinda Gates Foundation Employee Retirement Plan reported $278M in total assets and 1,735 participants in its 2023 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.
- #7,777 in Other Services (7,857 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, $278M for 1,735 participants (~$160,024/participant), up 26.7% in 2023.
- #7,777
- in Other Services (7,857 peers)
- +26.7%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$277,641,180 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bill & Melinda Gates Foundation Employee Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (1,735 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bill & Melinda Gates Foundation Employee Retirement Plan reported net income rose from -$33M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- Bill & Melinda Gates Foundation Employee Retirement Plan end-of-year assets rose from $219M in the plan year 2022 filing to $278M in the plan year 2023 filing.
- Bill & Melinda Gates Foundation Employee Retirement Plan reported participants rose from 1,580 in the plan year 2022 filing to 1,735 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 562618866 · Bill & Melinda Gates Foundation PY 2023 · Other
Bill & Melinda Gates Foundation Employee Retirement Plan · $278M · 1,735 · 96th
- SCH $278M
- SCH 1,735
- SCH 96th
- SCH Other
- SCH near Colby College Retirement Plan
- SCH ind #7777
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $219M |
|---|---|
| Net Assets (End of Year) | $278M |
| Net Income | $58M |
| Employer EIN | 562618866 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING 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
| 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.
- A Single-Employer Plan $26.2B · 1,103,349
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.3B · 5,646
- Multicare Health System 403(b) Employee Savings Plan $994M · 15,445
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $561M · 7,520
- Overlake Hospital Medical Center 403(b)Retirement Plan $548M · 3,392
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 Colby College Retirement Plan in ME ($278M); by covered participants it is Bethany Christian Services Tax Sheltered Savings Retirement Plan in MI (1,735 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($278M here).
- Colby College Retirement Plan (ME) $278M · 916
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan (IA) $277M · 1,224
- Loma Linda University Faculty Medical Group Tsa Plan (CA) $279M · 3,806
- Upper Chesapeake Health 403(b) Savings Plan (MD) $275M · 3,056
Similar participant headcount
Nearest other-state filings by covered participants (1,735 participants); asset peers above are excluded.
- Bethany Christian Services Tax Sheltered Savings Retirement Plan (MI) 1,735 · 0 off
- Employees Supplemental Retirement Plan C (OH) 1,743 · 8 off
- University of San Francisco Voluntary Retirement Plan (CA) 1,726 · 9 off
- May Institute, Inc. Defined Contribution Retirement Plan (MA) 1,744 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.