401(k) · DOL Form 5500 · 2022
Bloomberg L.P. 401(k) Plan
Data updated 2026-08-25
- $3.8B
- Total assets Very large vs avg
- 12,457
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $302,519
- Avg per participant High balance/head
Official DOL plan name: Bloomberg L.P. 401(k) Plan · Sponsored by Bloomberg L.P. · New York · Professional & Technical Services
$3.8B in assets, 12,457 participants
Bloomberg L.P.'s Bloomberg L.P. 401(k) Plan reported $3.8B in total assets and 12,457 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.
- #21,532 in Professional & Technical Services (21,562 peers)
Coverage in New York
Bloomberg L.P. 401(k) Plan covers 12,457 participants in New York, 16x the typical New York plan (state average ~798 per filing). Assets: $3.8B.
- #21,532
- in Professional & Technical Services (21,562 peers)
- -15.9%
- assets change YoY
- 38×
- vs typical plan assets (national mean)
The plan reported a net loss of $671M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bloomberg L.P. 401(k) Plan's outsized position by total assets
Bloomberg L.P. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,768,481,014 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
Bloomberg L.P. 401(k) Plan'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. Bloomberg L.P. 401(k) Plan is a mega filing (12,457 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 133417984 · Bloomberg L.P. PY 2022 · 401(k)
Bloomberg L.P. 401(k) Plan · $3.8B · 12,457 · 100th
- IND $3.8B
- IND 12,457
- IND 100th
- IND 401(k)
- IND near Baxter International Inc. and Subsidiaries U.S. Retirement Savings Plan
- IND ind #21532
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 Professional & Technical Services retirement plans → · Plans in New York →
Bloomberg L.P. 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4.5B |
|---|---|
| Net Assets (End of Year) | $3.8B |
| Net Income | -$671M |
| Employer EIN | 133417984 |
| Plan Effective Date | 1995-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bloomberg L.P.)
Sponsor-wide plan assets over time
All Bloomberg L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.7B 52.13659712496565% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12,457 | $3.8B |
| 2023 | 1 | 13,464 | $4.8B |
| 2024 | 1 | 14,760 | $5.7B |
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 Bloomberg L.P. 401(k) Plan
Bloomberg L.P. 401(k) Plan reports $3.8B in end-of-year assets across 12,457 participants (0.031% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $302,519 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2022 was -$671M.
This plan identity (EIN 133417984, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.8B to $5.7B (+52.1%) while covered participants moved from 12,457 to 14,760 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,457 | $3.8B | This page |
| 2023 | 13,464 | $4.8B | Open filing |
| 2024 · index core | 14,760 | $5.7B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Bloomberg L.P. 401(k) Plan (401(k), $5.7B, 14,760 participants)
Bloomberg L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Baxter International Inc. and Subsidiaries U.S. Retirement Savings Plan in IL ($3.8B); by covered participants it is Staples US Retail 401(k) Retirement Plan in MA (12,456 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.8B here).
- Baxter International Inc. and Subsidiaries U.S. Retirement Savings Plan (IL) $3.8B · 12,263
- Pg&e Corp. Retirement Savings Plan for Union-Represented Employees (CA) $3.7B · 16,603
- Macys Inc 401(k) Retirement Investment Plan (OH) $3.7B · 117,463
- Cardinal Health 401(k) Savings Plan (OH) $3.7B · 29,541
Similar participant headcount
Nearest other-state filings by covered participants (12,457 participants); asset peers above are excluded.
- Staples US Retail 401(k) Retirement Plan (MA) 12,456 · 1 off
- Uss 401(k) Plan for Usw-Represented Employees (PA) 12,452 · 5 off
- Adecco, Inc. Specialty Brands 401(k) Plan (FL) 12,474 · 17 off
- General Atomics 401(k) Retirement Savings Plan (CA) 12,430 · 27 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.