401(k) · DOL Form 5500 · 2023
Gateway Foundation, Inc. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 1,168
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $18,168
- Avg per participant Low balance/head
Official DOL plan name: Gateway Foundation Tax Deferred Annuity Plan · Sponsored by Gateway Foundation, Inc. · Illinois · Healthcare & Social Assistance
$21M in assets, 1,168 participants
Gateway Foundation, Inc.'s Gateway Foundation Tax Deferred Annuity Plan reported $21M in total assets and 1,168 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #13,782 in Healthcare & Social Assistance (17,684 peers)
Gateway Foundation, Inc. multi-year trail
Gateway Foundation, Inc.'s plans moved +58.7% in assets from 2022 to 2024; this filing shows Gateway Foundation Tax Deferred Annuity Plan at $21M / 1,168 participants.
- #13,782
- in Healthcare & Social Assistance (17,684 peers)
- +27.2%
- assets growth YoY
Gateway Foundation Tax Deferred Annuity Plan's outsized position by total assets
Gateway Foundation Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,220,525 Top 26% higher than 74% 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
Gateway Foundation Tax Deferred Annuity 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. Gateway Foundation Tax Deferred Annuity Plan lands in the large band (1,168 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gateway Foundation Tax Deferred Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Gateway Foundation Tax Deferred Annuity Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Gateway Foundation Tax Deferred Annuity Plan reported participants rose from 944 in the plan year 2022 filing to 1,168 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 362670036 · Gateway Foundation, Inc. PY 2023 · 401(k)
Gateway Foundation Tax Deferred Annuity Plan · $21M · 1,168 · 74th
- NET $21M
- BOOK 1,168
- VS-ST 74th
- BOY 401(k)
- SCH near Freenome Holdings Inc. 401(k) Plan
- EBSA ind #13782
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Gateway Foundation Tax Deferred Annuity Plan in the asset neighbourhood
Gateway Foundation, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Gateway Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 58.73815137121036% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 944 | $17M |
| 2023 | 1 | 1,168 | $21M |
| 2024 | 1 | 1,389 | $26M |
Gateway Foundation, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $5M |
| Employer EIN | 362670036 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Gateway Foundation Tax Deferred Annuity Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Freenome Holdings Inc. 401(k) Plan in CA ($21M); by covered participants it is Harbor Group Inc. 401(k) Plan in IA (1,168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Freenome Holdings Inc. 401(k) Plan (CA) $21M · 462
- Five Acres 401(k) Plan (CA) $21M · 363
- Cb Richard Ellis-Raleigh LLC 401(k) Plan (NC) $21M · 121
- Carson Valley Medical Center Retirement Savings Plan (NV) $21M · 374
Similar participant headcount
Nearest other-state filings by covered participants (1,168 participants); asset peers above are excluded.
- Harbor Group Inc. 401(k) Plan (IA) 1,168 · 0 off
- Big-D 401(k) Build Plan (UT) 1,168 · 0 off
- Wtb Defined Contribution Retirement and 401(k) Plan (WA) 1,168 · 0 off
- Pacific Langham 401(k) Plan (CA) 1,168 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.