401(k) · DOL Form 5500 · 2022
Bloomberg L.P. 401(k) Plan
Data updated 2026-08-06
- $3.8B
- Total assets
- 12,457
- Participants
- 100th
- Percentile by assets
- $302,519
- Avg per participant
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.
- 100th percentile by assets (of 139,258 plans)
- #21,547 in Professional & Technical Services (21,577 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 ~795 per filing). Assets: $3.8B.
- $3.8B
- total plan assets (2022 EOY)
- 12,457
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $302,519
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Bloomberg L.P. 401(k) Plan reports 12,457 participants - 16x that state average ($3.8B EOY assets).
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.)
| 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.
Bloomberg L.P. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- 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 (0.032% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.014% of 89,805,449 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bloomberg L.P. 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Bloomberg L.P. 401(k) Plan assets move in 2022? ▼
How have Bloomberg L.P. plan assets changed over time? ▼
Where does Bloomberg L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bloomberg L.P. 401(k) Plan? ▼
Next read for Bloomberg L.P. 401(k) Plan
Filing takeaways
Ways to act on Bloomberg L.P. 401(k) Plan's numbers.
- By total assets, Bloomberg L.P. 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Bloomberg L.P.'s sponsor-wide assets have grown 52.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans