401(k) · DOL Form 5500 · 2022
Bristol-Myers Squibb Company 401(k) Plan
Data updated 2026-08-25
- $9.0B
- Total assets Very large vs avg
- 20,296
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $441,514
- Avg per participant High balance/head
Official DOL plan name: Bristol-Myers Squibb Savings and Investment Program · Sponsored by Bristol-Myers Squibb Company · New York · Manufacturing
$9.0B in assets, 20,296 participants
Bristol-Myers Squibb Company's Bristol-Myers Squibb Savings and Investment Program reported $9.0B in total assets and 20,296 participants in its 2022 DOL Form 5500 filing, ranking in the 100th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #20,550 in Manufacturing (20,602 peers)
Coverage in New York
Bristol-Myers Squibb Savings and Investment Program covers 20,296 participants in New York, 25x the typical New York plan (state average ~798 per filing). Assets: $9.0B.
- #20,550
- in Manufacturing (20,602 peers)
- -17.6%
- assets change YoY
- 90×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.9B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bristol-Myers Squibb Savings and Investment Program's outsized position by total assets
Bristol-Myers Squibb Savings and Investment Program vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,960,970,775 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bristol-Myers Squibb Savings and Investment Program's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bristol-Myers Squibb Savings and Investment Program is a mega filing (20,296 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 220790350 · Bristol-Myers Squibb Company PY 2022 · 401(k)
Bristol-Myers Squibb Savings and Investment Program · $9.0B · 20,296 · 100th
- EIN $9.0B
- EIN 20,296
- EIN 100th
- EIN 401(k)
- EIN near Truist Financial Corporation 401(k) Savings Plan
- EIN ind #20550
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in New York →
Bristol-Myers Squibb Savings and Investment Program in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $10.9B |
|---|---|
| Net Assets (End of Year) | $9.0B |
| Net Income | -$1.9B |
| Employer EIN | 220790350 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bristol-Myers Squibb Company)
Sponsor-wide plan assets over time
All Bristol-Myers Squibb Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.7B 29.16353467356558% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 20,453 | $9.0B |
| 2023 | 2 | 22,417 | $10.4B |
| 2024 | 2 | 21,927 | $11.7B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Scale composition for Bristol-Myers Squibb Savings and Investment Program
Bristol-Myers Squibb Savings and Investment Program reports $9.0B in end-of-year assets across 20,296 participants (0.073% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $441,514 per participant (3.2x the national average assets-per-participant) . Net income for plan year 2022 was -$1.9B.
This plan identity (EIN 220790350, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.0B to $11.6B (+29.3%) while covered participants moved from 20,296 to 21,763 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,296 | $9.0B | This page |
| 2023 | 22,254 | $10.3B | Open filing |
| 2024 · index core | 21,763 | $11.6B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Bristol-Myers Squibb Savings and Investment Program (401(k), $11.6B, 21,763 participants)
Bristol-Myers Squibb Savings and Investment Program's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Truist Financial Corporation 401(k) Savings Plan in NC ($9.0B); by covered participants it is Acadia Healthcare Company, Inc. 401(k) Plan in TN (20,282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9.0B here).
- Truist Financial Corporation 401(k) Savings Plan (NC) $9.0B · 51,871
- The Lilly Employee 401(k) Plan (IN) $8.9B · 15,607
- Hp Inc. 401(k) Plan (TX) $8.9B · 13,940
- Savings Plan for Employees and Partners of Pricewatercoopers LLP (FL) $9.1B · 50,354
Similar participant headcount
Nearest other-state filings by covered participants (20,296 participants); asset peers above are excluded.
- Acadia Healthcare Company, Inc. 401(k) Plan (TN) 20,282 · 14 off
- Pilot Travel Centers LLC 401(k) Plan (TN) 20,266 · 30 off
- Yum Brands 401(k) Plan (KY) 20,258 · 38 off
- International Paper Company Hourly Savings Plan (TN) 20,209 · 87 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.