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
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,736 | H, C | 20241014100252NAL0045555120001 |
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
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
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $424,606 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Service In | NONE | $230,995 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $101,661 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $62,500 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust | NONE | $14,696 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gates Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Willis Towers Watson Us LLC — Schedule C compensation
- Towers Watson Investment Service In — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Blackrock Institutional Trust — Schedule C compensation