Other · DOL Form 5500 · 2024
Gates Foundation Retirement Plan
Data updated 2026-08-25
- $336M
- Total assets Above avg plan size
- 1,926
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $174,605
- Avg per participant Above avg balance/head
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.
- #7,645 in Other Services (7,719 peers)
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.
- #7,645
- in Other Services (7,719 peers)
- +21.1%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Bill & Melinda Gates Foundation Employee Retirement Plan's outsized position by total assets
Bill & Melinda Gates Foundation Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$336,289,927 Top 4% higher than 96% 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 Employee 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 Employee 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 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.
Plan-year Form 5500 strip
Filing strip 562618866 · Gates Foundation PY 2024 · Other
Bill & Melinda Gates Foundation Employee Retirement Plan · $336M · 1,926 · 96th
- BOY $336M
- BOY 1,926
- BOY 96th
- BOY Other
- BOY near Western University of Health Sciences 403(b) Plan
- BOY ind #7645
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 Employee Retirement Plan in the asset neighbourhood
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)
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 Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $594M · 7,427
- Gonzaga University 403(b) Retirement Plan $522M · 2,294
Bill & Melinda Gates Foundation Employee Retirement Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Western University of Health Sciences 403(b) Plan in CA ($336M); by covered participants it is Eya Tax-Sheltered 403(b) Plan in FL (1,925 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($336M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,926 participants); asset peers above are excluded.
- Eya Tax-Sheltered 403(b) Plan (FL) 1,925 · 1 off
- Employees Supplemental Retirement Plan C (OH) 1,919 · 7 off
- Mercy University Tax Deferred Annuity Plan (NY) 1,918 · 8 off
- Long Island University Retirement Plan (NY) 1,936 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.