How big is Gates Family Foundation's plan?

Gates Family Foundation's plan reported $5.2M in assets and 11 participants for 2024.

Original filing (PDF)20250925115930NAL0009148704001

Gates Family Foundation

Name: Gates Family Foundation — Gates Family Foundation, Form 5500 (2024)
Creator: Gates Family Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gates Family Foundation 403(b) Plan

403(b) retirement plan · Gates Family Foundation's Gates Family Foundation 403(b) Plan held $5.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Leslie Sabin signed Gates Family Foundation's 2024 Form 5500 as plan administrator.

Leslie Sabin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gates Family Foundation's EIN is 84-0474837.

EIN 84-0474837

Plan number 001

Plan year 2024

ACK ID 20250925115930NAL0009148704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gates Family Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gates Family Foundation's plan includes 403(b) custodial accounts, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GATES FAMILY FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

GATES FAMILY FOUNDATION

EIN

all filings

Address

1390 LAWRENCE STREET, SUITE 400 · DENVER, CO · 80204

Phone

(303) 722-1881

Industry

Other Services (ex. Public Admin)

Plan administrator