Plan5500

The Gates Group Retirement Plan — Form 5500 plan (Gates Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Gates Group Retirement Plan is a benefit plan reported by Gates Corporation under EIN 84-0857401 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,736 participants and $135,350,035 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$135.3MPlan net assets, end of year$135,281,986
Participants1.7KCovered participants reported1,736
Assets / participant$78KComputed: assets ÷ participants$77,967 (computed)
Provider compensation$834.5K5 Schedule C provider row(s)$834,458
Plan sponsor
Gates Corporation
EIN
84-0857401
Plan number
333
Plan type
2
Location
Denver, CO
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,736 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$135.4M total assets
Net assets$135.3MLiabilities$68K
Money in vs. money out
Total income / additions$7.7M
Total expenses$20.7M
Benefits paid / distributions$18.6M
Full reported line items

Net assets

Total assets (EOY)
$135,350,035
Total liabilities (EOY)
$68,049
Net assets (EOY)
$135,281,986
Net assets (BOY)
$148,297,540

Income & contributions

Total contributions
$0
Total income / additions
$7,659,160

Expenses & distributions

Benefits paid
$18,555,338
Administrative expenses
$2,119,376
Total expenses
$20,674,714
Net increase / (decrease)
-$13,015,554
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income242%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Willis Towers Watson Us LLC$424.6K
    NONE · Direct $424.6K
  2. 2
    Towers Watson Investment Service In$231K
    NONE · Direct $231K
  3. 3
    Bny Mellon$101.7K
    NONE · Direct $101.7K
  4. 4
    Bdo Usa, P.C.$62.5K
    NONE · Direct $62.5K
  5. 5
    Blackrock Institutional Trust$14.7K
    NONE · Direct $14.7K

Related Form 5500 pages