Profit Sharing · DOL Form 5500 · 2024
Gates Foundation Profit Sharing Plan
Data updated 2026-08-25
- $680M
- Total assets Above avg plan size
- 1,926
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $353,139
- Avg per participant High balance/head
Official DOL plan name: Bill & Melinda Gates Foundation Sharing Retirement Plan · Sponsored by Gates Foundation · Washington · Other Services
$680M in assets, 1,926 participants
Gates Foundation's Bill & Melinda Gates Foundation Sharing Retirement Plan reported $680M in total assets and 1,926 participants in its 2024 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.
- #7,685 in Other Services (7,719 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, $680M for 1,926 participants (~$353,139/participant), up 17.4% in 2024.
- #7,685
- in Other Services (7,719 peers)
- +17.4%
- assets growth YoY
- 6.8×
- 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 2024 · DOL Form 5500
$680,146,571 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bill & Melinda Gates Foundation Sharing Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (1,926 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bill & Melinda Gates Foundation Sharing Retirement Plan end-of-year assets rose from $579M in the plan year 2023 filing to $680M in the plan year 2024 filing.
- Bill & Melinda Gates Foundation Sharing Retirement Plan reported participants rose from 1,735 in the plan year 2023 filing to 1,926 in the plan year 2024 filing.
- Bill & Melinda Gates Foundation Sharing Retirement Plan reported net income fell from $111M in the plan year 2023 filing to $101M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 562618866 · Gates Foundation PY 2024 · Profit Sharing
Bill & Melinda Gates Foundation Sharing Retirement Plan · $680M · 1,926 · 98th
- TYPE $680M
- TYPE 1,926
- TYPE 98th
- TYPE Profit Sharing
- TYPE near IBEW Local Union No 102 Surety Plan
- TYPE ind #7685
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 (2024)
| Total Assets (Beginning of Year) | $579M |
|---|---|
| Net Assets (End of Year) | $680M |
| Net Income | $101M |
| Employer EIN | 562618866 |
| Plan Effective Date | 1997-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gates Foundation)
Sponsor-wide plan assets over time
All 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 $651M · 2,593
- Multicare Health System Retirement Account Plan $562M · 11,865
- SEIU 775 Secure Retirement Plan $498M · 72,804
- Western Washington Painters Defined Contribution Pension Plan $263M · 1,633
- Peacehealth Southwest Medical Center Employer Contribution Plan $240M · 3,472
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 IBEW Local Union No 102 Surety Plan in NJ ($685M); by covered participants it is Metropolitan Jewish Pension Plan in NY (1,920 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($680M here).
- IBEW Local Union No 102 Surety Plan (NJ) $685M · 2,382
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund (MA) $686M · 6,385
- Local 580 Annuity Fund (NY) $663M · 3,126
- Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan (CA) $700M · 3,882
Similar participant headcount
Nearest other-state filings by covered participants (1,926 participants); asset peers above are excluded.
- Metropolitan Jewish Pension Plan (NY) 1,920 · 6 off
- X-Treme Care LLC Employee Retirement Plan (NY) 1,936 · 10 off
- Ohio State University Physicians, Inc. Interim Retirement Plan (OH) 1,916 · 10 off
- Building Laborers Local 310 Annuity Fund (OH) 1,940 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.