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Gates Foundation retirement plans

Gates Foundation, Seattle, WA. EIN 56-2618866. Annual reports 2009–2025. Also filed as Bill & Melinda Gates Foundation.

Gates Foundation has 2 active retirement plans on file. The largest is the Gates Foundation Sharing Retirement Plan, with 3,019 participants and $818 million in assets in 2025. Empower has been its recordkeeper since 2022. No traditional pension plan appears in Gates Foundation's filings since 2009.

Active plans
2
Participants
5,804
Plan assets
$1.2 billion
401(k) recordkeeper
Empower
Plans on file
2
Industry
Other services

All 2 plans

Active plans first

Gates Foundation Sharing Retirement Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number
001Employer EIN 56-2618866
Participants (2025)
3,019
Net assets (2025)
$818 million
Recordkeeper
EmpowerEarlier: Transamerica (2010–2021), Flex-Plan Retirement Services (2009)
Plan administrator
Gates Foundation Retirement Plans Committee
P.O. Box 23350
Seattle, WA 98102
(206) 709-3100As filed for 2025
In effect since
June 1, 1997

Earlier sponsor: Bill & Melinda Gates Foundation (2009–2023).

Earlier plan names: Bill & Melinda Gates Foundation 401(k) Plan; Bill & Melinda Gates Foundation Sharing Retirement Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20253,019$818 millionEmpower
20243,006$680 millionEmpower
20232,805$579 millionEmpower
20222,586$468 millionEmpower
20212,428$531 millionTransamerica
20202,732$480 millionTransamerica
20192,474$394 millionTransamerica
20182,377$307 millionTransamerica
20172,148$298 millionTransamerica
20162,038$238 millionTransamerica
20151,905$211 millionTransamerica
20141,792$194 millionTransamerica
20131,649$166 millionTransamerica
20121,431$125 millionTransamerica
20111,285$100 millionTransamerica
20101,139$87.8 millionTransamerica
2009938$69.2 millionFlex-Plan Retirement Services

Gates Foundation Employee Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
002Employer EIN 56-2618866
Participants (2025)
2,785
Net assets (2025)
$416 million
Recordkeeper
EmpowerEarlier: Transamerica (2010–2021), Flex-Plan Retirement Services (2009)
Plan administrator
Gates Foundation Retirement Plans Committee
P.O. Box 23350
Seattle, WA 98102
(206) 709-3100As filed for 2025
In effect since
January 1, 2010

Earlier sponsor: Bill & Melinda Gates Foundation (2009–2023).

Earlier plan names: Bill & Melinda Gates Foundation Money Purchase Plan; Bill & Melinda Gates Foundation Employee Retirement Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20252,785$416 millionEmpower
20242,748$336 millionEmpower
20232,557$278 millionEmpower
20222,331$219 millionEmpower
20212,120$252 millionTransamerica
20202,222$219 millionTransamerica
20192,050$174 millionTransamerica
20181,988$129 millionTransamerica
20171,794$121 millionTransamerica
20161,709$92.6 millionTransamerica
20151,589$73.8 millionTransamerica
20141,518$61.8 millionTransamerica
20131,406$47.3 millionTransamerica
20121,201$29.6 millionTransamerica
20111,026$18.3 millionTransamerica
2010902$9.7 millionTransamerica
20090$0Flex-Plan Retirement Services

If you had money in one of these plans

  1. Call Empower (empower.com), which runs the Gates Foundation Sharing Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((206) 709-3100). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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