Bill & Melinda Gates FoundationProfit-sharing plan
BILL & MELINDA GATES FOUNDATION SHARING RETIREMENT PLAN · SEATTLE, WA · plan year 2024
Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works
Bill & Melinda Gates Foundation reported $67,106 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $31,052 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio has held roughly steady near 0.011%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other other services employers. By assets it is the 37th-largest of 1,714 plans among Washington employers on file, and the 15th of 3,341 in other services. active participation has grown from 1,735 to 2,156 since 2022.
Bill & Melinda Gates Foundation's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Bill & Melinda Gates Foundation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 562618866 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.