401(k) · DOL Form 5500 · 2023

Gates Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
142
Participants Small participant base
80th
Percentile by assets National rank
$231,662
Avg per participant Above avg balance/head
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Official DOL plan name: Gates Ventures, LLC 401(k) Plan · Sponsored by Gates Ventures, LLC · Washington · Administrative & Support Services

$33M in assets, 142 participants

Gates Ventures, LLC's Gates Ventures, LLC 401(k) Plan reported $33M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #3,934 in Administrative & Support Services (4,372 peers)

Coverage in Washington

Gates Ventures, LLC 401(k) Plan covers 142 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $33M.

#3,934
in Administrative & Support Services (4,372 peers)
+48.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gates Ventures, LLC 401(k) Plan's outsized position by total assets

Gates Ventures, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$32,895,982 Top 20% higher than 80% of 127,068 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 2023

Gates Ventures, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gates Ventures, LLC 401(k) Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gates Ventures, LLC 401(k) Plan reported net income rose from -$452K in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Gates Ventures, LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Gates Ventures, LLC 401(k) Plan reported participants rose from 124 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270835677 · Gates Ventures, LLC PY 2023 · 401(k)

Gates Ventures, LLC 401(k) Plan · $33M · 142 · 80th

  • EBSA $33M
  • EBSA 142
  • EBSA 80th
  • EBSA 401(k)
  • EBSA near Lombart Brothers, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #3934

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 Administrative & Support Services retirement plans → · Plans in Washington →

Gates Ventures, LLC 401(k) Plan in the asset neighbourhood

Gates Ventures, LLC 401(k) PlanGates Ventures, LLC 401(k) P…$33MLombart Brothers, Inc. 401(k) Profit Sharing PlanLombart Brothers, Inc. 401(k…$33MMeriwest Credit Union 401(k) PlanMeriwest Credit Union 401(k)…$33MParish Management Consultants Salary Savings PlanParish Management Consultant…$33MMize Cpas, Inc. 401(k) Plan$33M
End-of-year total assets ($M) among Gates Ventures, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$33M
Net Income$11M
Employer EIN270835677
Plan Effective Date2009-12-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Gates Ventures, LLC)

Sponsor-wide plan assets over time

All Gates Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 102.1162994392775% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $22.1M $44.7M ▲ +102.1%
Year Plans Participants Total Assets
2022 1 124 $22M
2023 1 142 $33M
2024 1 139 $45M

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Gates Ventures, LLC 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Gates Ventures, LLC 401(k) Plan, Total assets ($B): 0.032895982 · Participants: 142Gates Ventures, LLC 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Gates Ventures, LLC 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Gates Ventures, LLC 401(k) Plan side-by-side with 3 peers →

Gates Ventures, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Lombart Brothers, Inc. 401(k) Profit Sharing Plan in VA ($33M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gates Ventures, LLC 401(k) Plan assets move in 2023? ▼
Gates Ventures, LLC 401(k) Plan surged - up 48.6% during 2023, from $22M to $33M. Reported net income was $11M.
How have Gates Ventures, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gates Ventures, LLC's sponsor-wide assets grew 102.1%, from $22M to $45M.
Where does Gates Ventures, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Gates Ventures, LLC 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gates Ventures, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lombart Brothers, Inc. 401(k) Profit Sharing Plan in VA ($33M, 261 participants).
Which 401(k) plans cover a similar participant headcount to Gates Ventures, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270835677.

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.