Other · DOL Form 5500 · 2024
Gates Foundation Retirement Plan
Data updated 2026-08-06
- $336M
- Total assets
- 1,926
- Participants
- 96th
- Percentile by assets
- $174,605
- Avg per participant
Official DOL plan name: Bill & Melinda Gates Foundation Employee Retirement Plan · Sponsored by Gates Foundation · Washington · Other Services
$336M in assets, 1,926 participants
Gates Foundation's Bill & Melinda Gates Foundation Employee Retirement Plan reported $336M in total assets and 1,926 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 116,472 plans)
Where Bill & Melinda Gates Foundation Employee Retirement Plan sits by assets
Bill & Melinda Gates Foundation Employee Retirement Plan sits in the top 5% of all filed plans by assets, $336M for 1,926 participants (~$174,605/participant), up 21.1% in 2024.
- $336M
- total plan assets (2024 EOY)
- 1,926
- covered participants
- 96th
- percentile by assets (of 116,472 plans)
- $174,605
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bill & Melinda Gates Foundation Employee Retirement Plan end-of-year assets rose from $278M in the plan year 2023 filing to $336M in the plan year 2024 filing.
- Bill & Melinda Gates Foundation Employee 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 Employee Retirement Plan reported net income rose from $58M in the plan year 2023 filing to $59M in the plan year 2024 filing.
Bill & Melinda Gates Foundation Employee Retirement Plan vs the 2024 asset distribution
By assets, Bill & Melinda Gates Foundation Employee Retirement Plan outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.4x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $278M |
|---|---|
| Net Assets (End of Year) | $336M |
| Net Income | $59M |
| Employer EIN | 562618866 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gates Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,193 | $687M |
| 2023 | 2 | 3,470 | $857M |
| 2024 | 2 | 3,852 | $1.0B |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
Bill & Melinda Gates Foundation Employee Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.5B · 6,067
- Multicare Health System 403(b) Employee Savings Plan $1.2B · 16,022
- Overlake Hospital Medical Center 403(b)Retirement Plan $654M · 3,637
- Gonzaga University 403(b) Retirement Plan $522M · 2,294
- Seattle University Employees Retirement Plan $479M · 1,965
Similar-Sized Other Plans Nationally
Other plans in other states closest to Bill & Melinda Gates Foundation Employee Retirement Plan by total assets, not by location.
- Western University of Health Sciences 403(b) Plan (CA) $336M · 1,480
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan (OR) $337M · 807
- Quinnipiac University Defined Contribution Retirement Plan (CT) $335M · 1,310
- Michigan Independent Colleges and Universities 403(b) Multiple Employer Plan (MI) $335M · 1,239
Frequently Asked Questions
How did Bill & Melinda Gates Foundation Employee Retirement Plan assets move in 2024? ▼
How have Gates Foundation plan assets changed over time? ▼
Where does Bill & Melinda Gates Foundation Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Bill & Melinda Gates Foundation Employee Retirement Plan? ▼
Next read for Bill & Melinda Gates Foundation Employee…
Scale reading
Ways to act on Bill & Melinda Gates Foundation Employee Retirement Plan's numbers.
- By total assets, Bill & Melinda Gates Foundation Employee 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 Other plans in Washington. Compare plans
- Gates Foundation's sponsor-wide assets have grown 47.9% since 2022 across 3 plan years on file. More Other Services plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 562618866.
Read our methodology - how this data is sourced, computed, and verified.