401(k) · DOL Form 5500 · 2022

Bristol-Myers Squibb Company 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
157
Participants Small participant base
90th
Percentile by assets National rank
$398,262
Avg per participant High balance/head
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Official DOL plan name: Bristol-Myers Squibb Company Employee Incentive Thrift Plan · Sponsored by Bristol-Myers Squibb Company · New York · Manufacturing

$63M in assets, 157 participants

Bristol-Myers Squibb Company's Bristol-Myers Squibb Company Employee Incentive Thrift Plan reported $63M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #17,466 in Manufacturing (20,602 peers)

Coverage in New York

Bristol-Myers Squibb Company Employee Incentive Thrift Plan covers 157 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $63M.

#17,466
in Manufacturing (20,602 peers)
-14.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bristol-Myers Squibb Company Employee Incentive Thrift Plan's outsized position by total assets

Bristol-Myers Squibb Company Employee Incentive Thrift Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$62,527,177 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Company Employee Incentive Thrift Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bristol-Myers Squibb Company Employee Incentive Thrift Plan sits mid-pack in the medium band (157 participants).

DOL schedule card

Filing strip 220790350 · Bristol-Myers Squibb Company PY 2022 · 401(k)

Bristol-Myers Squibb Company Employee Incentive Thrift Plan · $63M · 157 · 90th

  • BOY $63M
  • SCH 157
  • EBSA 90th
  • PART 401(k)
  • TYPE near Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan
  • NET ind #17466

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 Company Employee Incentive Thrift Plan in the asset neighbourhood

Employees 401(k) Plan of Coburn Supply Company, Inc.Employees 401(k) Plan of Cob…$63MEnvironmental Science Associates 401(k) PlanEnvironmental Science Associ…$63MBristol-Myers Squibb Company Employee Incentive Thrift PlanBristol-Myers Squibb Company…$63MJohnson Investment Counsel, Inc. Profit Sharing & 401(k) PlanJohnson Investment Counsel, …$63MStarkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing PlanStarkweather & Shepley Insur…$63M
End-of-year total assets ($M) among Bristol-Myers Squibb Company Employee Incentive Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$63M
Net Income-$10M
Employer EIN220790350
Plan Effective Date1973-07-01
Filing StatusFILING 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
$8B$9B$10B$11B$12B 202220232024 $9.02B $11.7B ▲ +29.3%
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.

Bristol-Myers Squibb Company Employee Incentive Thrift Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bristol-Myers Squibb Company Employee Incentive Thrift Plan, Total assets ($B): 0.062527177 · Participants: 157Bristol-Myers Squibb Company Employee Incentive Thrift PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Bristol-Myers Squibb Company Employee Incentive Thrift Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bristol-Myers Squibb Company Employee Incentive Thrift Plan side-by-side with 3 peers →

Bristol-Myers Squibb Company Employee Incentive Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan in OH ($63M); by covered participants it is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bristol-Myers Squibb Company Employee Incentive Thrift Plan assets move in 2022? ▼
Bristol-Myers Squibb Company Employee Incentive Thrift Plan pulled back noticeably - down 14.2% during 2022, from $73M to $63M. Reported net income was -$10M.
How have Bristol-Myers Squibb Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bristol-Myers Squibb Company's sponsor-wide assets grew 29.2%, from $9.0B to $11.7B.
Where does Bristol-Myers Squibb Company Employee Incentive Thrift Plan rank by assets among Form 5500 filers? ▼
Bristol-Myers Squibb Company Employee Incentive Thrift Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bristol-Myers Squibb Company Employee Incentive Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan in OH ($63M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Bristol-Myers Squibb Company Employee Incentive Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (157 participants, $717K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 220790350.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.