THE GATES MATCHMAKER PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
GATES CORPORATION
This 401(k) plan holds $696M in total assets and serves 3,800 participants as of 2024. It is sponsored by GATES CORPORATION in Colorado. The plan reported positive net income of $34M for the year.
What the Filing Says About THE GATES MATCHMAKER PLAN
THE GATES MATCHMAKER PLAN is a 401(k) retirement plan sponsored by GATES CORPORATION, headquartered in Colorado. As of the 2024 Form 5500 filing, the plan reports $696M in total end-of-year assets and covers 3,800 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 840857401, and the plan has been effective since 1960-12-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $663M at the beginning of 2024 to $696M at year-end — a gain of 5.0%. Net assets (after liabilities) closed the year at $696M, with reported net income of $34M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $663M |
| Total Assets (End of Year) | $696M |
| Net Assets (End of Year) | $696M |
| Net Income | $34M |
| Plan Type | 401(k) |
| Employer EIN | 840857401 |
| Plan Effective Date | 1960-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (GATES CORPORATION)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,137 | $749M |
| 2023 | 2 | 4,140 | $798M |
| 2024 | 2 | 3,968 | $821M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- DAVITA RETIREMENT SAVINGS PLAN $3.3B · 57,711
- BALL CORPORATION 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN $2.8B · 10,349
- EMPOWER RETIREMENT, LLC 401(K) SAVINGS PLAN $1.9B · 10,036
- WOODWARD RETIREMENT SAVINGS PLAN $1.8B · 5,847
- NUTRIEN 401(K) RETIREMENT PLAN $1.7B · 12,106
Related Data
Guides
Frequently Asked Questions
How much money is in the THE GATES MATCHMAKER PLAN? ▼
What type of plan is THE GATES MATCHMAKER PLAN? ▼
Who sponsors the THE GATES MATCHMAKER PLAN? ▼
How did THE GATES MATCHMAKER PLAN perform in 2024? ▼
Where can I find official filings for THE GATES MATCHMAKER PLAN? ▼
How does THE GATES MATCHMAKER PLAN compare to other plans? ▼
Explore PlainRetire
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 840857401.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.