Profit Sharing · DOL Form 5500 · 2023
Bill & Melinda Gates Foundation Profit Sharing Plan
Data updated 2026-08-11
- $579M
- Total assets
- 1,735
- Participants
- 98th
- Percentile by assets
- $333,943
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $579M
- total plan assets (2023 EOY)
- 1,735
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $333,943
- avg assets per participant
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.
Bill & Melinda Gates Foundation Sharing Retirement Plan vs the 2023 asset distribution
By assets, Bill & Melinda Gates Foundation Sharing Retirement Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.8x the national average plan size of $100M (721 average participants).
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)
| 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 $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
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.
- 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
Frequently Asked Questions
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Scale reading
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