Profit Sharing · DOL Form 5500 · 2023
Bill & Melinda Gates Foundation Profit Sharing Plan
Data updated 2026-08-25
- $579M
- Total assets Above avg plan size
- 1,735
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $333,943
- Avg per participant High balance/head
Official DOL plan name: Bill & Melinda Gates Foundation Sharing Retirement Plan · Sponsored by Bill & Melinda Gates Foundation · Washington · Other Services
$579M in assets, 1,735 participants
Bill & Melinda Gates Foundation's Bill & Melinda Gates Foundation Sharing Retirement Plan reported $579M in total assets and 1,735 participants in its 2023 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.
- #7,821 in Other Services (7,857 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, $579M for 1,735 participants (~$333,943/participant), up 23.8% in 2023.
- #7,821
- in Other Services (7,857 peers)
- +23.8%
- assets growth YoY
- 5.8×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$579,391,272 Top 2% higher than 98% 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 Sharing 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 Sharing 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 Sharing Retirement Plan reported net income rose from -$63M in the plan year 2022 filing to $111M in the plan year 2023 filing.
- Bill & Melinda Gates Foundation Sharing Retirement Plan end-of-year assets rose from $468M in the plan year 2022 filing to $579M in the plan year 2023 filing.
- Bill & Melinda Gates Foundation Sharing Retirement Plan reported participants rose from 1,613 in the plan year 2022 filing to 1,735 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 562618866 · Bill & Melinda Gates Foundation PY 2023 · Profit Sharing
Bill & Melinda Gates Foundation Sharing Retirement Plan · $579M · 1,735 · 98th
- TYPE $579M
- NET 1,735
- BOOK 98th
- VS-ST Profit Sharing
- BOY near Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.
- SCH ind #7821
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $468M |
|---|---|
| Net Assets (End of Year) | $579M |
| Net Income | $111M |
| Employer EIN | 562618866 |
| Plan Effective Date | 1997-06-01 |
| 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 Profit Sharing Plans in Washington
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Itron, Inc. Incentive Savings Plan $576M · 2,440
- Multicare Health System Retirement Account Plan $478M · 11,441
- SEIU 775 Secure Retirement Plan $384M · 70,796
- Western Washington Painters Defined Contribution Pension Plan $259M · 1,660
- Peacehealth Southwest Medical Center Employer Contribution Plan $207M · 3,300
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 Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. in MO ($585M); by covered participants it is Firelands Regional Health System 401(k) Plan in OH (1,731 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($579M here).
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. (MO) $585M · 3,940
- Sheet Metal Workers Local Union No. 28 Annuity Fund (NY) $571M · 3,817
- Construction Industry Retirement Fund of Rockford (MI) $564M · 10,685
- University of Maryland Medical System 403(b) Retirement Savings Plan (MD) $559M · 20,496
Similar participant headcount
Nearest other-state filings by covered participants (1,735 participants); asset peers above are excluded.
- Firelands Regional Health System 401(k) Plan (OH) 1,731 · 4 off
- Construction and General Laborers Local 190 Annuity Plan (NY) 1,743 · 8 off
- Indiana Teamsters Defined Contribution Plan (IN) 1,718 · 17 off
- Local 807 Profit Sharing Plan (NY) 1,752 · 17 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.