401(k) · DOL Form 5500 · 2024

William H. Gates III 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
168
Participants Small participant base
90th
Percentile by assets National rank
$548,628
Avg per participant High balance/head
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Official DOL plan name: Cascade Asset Management Company 401(k) Plan · Sponsored by William H. Gates III · Washington · Professional & Technical Services

$92M in assets, 168 participants

William H. Gates III's Cascade Asset Management Company 401(k) Plan reported $92M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,342 in Professional & Technical Services (20,173 peers)

Coverage in Washington

Cascade Asset Management Company 401(k) Plan covers 168 participants in Washington, about 11% of the average Washington filer (state average ~1,476 per filing). Assets: $92M.

#18,342
in Professional & Technical Services (20,173 peers)
+24.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Cascade Asset Management Company 401(k) Plan's outsized position by total assets

Cascade Asset Management Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$92,169,486 Top 10% higher than 90% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Cascade Asset Management Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cascade Asset Management Company 401(k) Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cascade Asset Management Company 401(k) Plan end-of-year assets rose from $74M in the plan year 2023 filing to $92M in the plan year 2024 filing.
  • Cascade Asset Management Company 401(k) Plan reported net income rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Cascade Asset Management Company 401(k) Plan reported participants rose from 162 in the plan year 2023 filing to 168 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 911307932 · William H. Gates III PY 2024 · 401(k)

Cascade Asset Management Company 401(k) Plan · $92M · 168 · 90th

  • IND $92M
  • IND 168
  • IND 90th
  • IND 401(k)
  • IND near Azelis Americas, LLC 401(k) Retirement Plan
  • IND ind #18342

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 Professional & Technical Services retirement plans → · Plans in Washington →

Cascade Asset Management Company 401(k) Plan in the asset neighbourhood

Byline Bancorp, Inc. 401(k) PlanByline Bancorp, Inc. 401(k) …$92MNational Rifle Association of America 401(k) PlanNational Rifle Association o…$92MAzelis Americas, LLC 401(k) Retirement PlanAzelis Americas, LLC 401(k) …$92MCascade Asset Management Company 401(k) PlanCascade Asset Management Com…$92MEncore Electric, Inc. 401(k) PlanEncore Electric, Inc. 401(k)…$92M
End-of-year total assets ($M) among Cascade Asset Management Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$92M
Net Income$18M
Employer EIN911307932
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William H. Gates III)

Sponsor-wide plan assets over time

All William H. Gates III plans reported in each filing year

Latest sponsor-wide plan assets
$92M 60.89185170656549% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $57.3M $92.2M ▲ +60.9%
Year Plans Participants Total Assets
2022 1 156 $57M
2023 1 162 $74M
2024 1 168 $92M

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cascade Asset Management Company 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Cascade Asset Management Company 401(k) Plan, Total assets ($B): 0.092169486 · Participants: 168Cascade Asset Management Company 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Cascade Asset Management Company 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Cascade Asset Management Company 401(k) Plan side-by-side with 3 peers →

Cascade Asset Management Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Azelis Americas, LLC 401(k) Retirement Plan in MA ($92M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cascade Asset Management Company 401(k) Plan assets move in 2024? ▼
Cascade Asset Management Company 401(k) Plan grew sharply - up 24.1% during 2024, from $74M to $92M. Reported net income was $18M.
How have William H. Gates III plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William H. Gates III's sponsor-wide assets grew 60.9%, from $57M to $92M.
Where does Cascade Asset Management Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Cascade Asset Management Company 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cascade Asset Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Azelis Americas, LLC 401(k) Retirement Plan in MA ($92M, 577 participants).
Which 401(k) plans cover a similar participant headcount to Cascade Asset Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants, N/A in assets).

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 911307932.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.