Defined Benefit (Pension) · DOL Form 5500 · 2022

Bloomberg Industry Group, Inc Pension Plan

Data updated 2026-08-11

$295M
Total assets
186
Participants
97th
Percentile by assets
$1.6M
Avg per participant
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Official DOL plan name: Bna Employees Retirement Plan · Sponsored by Bloomberg Industry Group, Inc · Virginia · Information & Media

$295M in assets, 186 participants

Bloomberg Industry Group, Inc's Bna Employees Retirement Plan reported $295M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #2,750 in Information & Media (2,911 peers)

Coverage in Virginia

Bna Employees Retirement Plan covers 186 participants in Virginia, about 24% of the average Virginia filer (state average ~782 per filing). Assets: $295M.

$295M
total plan assets (2022 EOY)
186
covered participants
97th
percentile by assets (of 139,126 plans)
$1.6M
avg assets per participant

The plan reported a net loss of $82M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Bna Employees Retirement Plan reports 186 participants - about 24% of that state average ($295M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$377M
Net Assets (End of Year)$295M
Net Income-$82M
Employer EIN530040540
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bloomberg Industry Group, Inc)

$600M$650M$700M$750M$800M 202220232024 $658M $760M ▲ +15.5%
Total plan assets by year, all Bloomberg Industry Group, Inc plans on file
Year Plans Participants Total Assets
2022 2 1,419 $658M
2023 2 1,419 $717M
2024 2 1,901 $760M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bna Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants

Bna Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Bna Employees Retire…Northrop Grumman Pen…Retirement Security …Ng Space&mission Sys…Dominion Energy Pens…Sheet Metal Workers'…
Bna Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Bna Employees Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Bna Employees Retirement Plan assets move in 2022?
Bna Employees Retirement Plan declined sharply - down 21.6% during 2022, from $377M to $295M. Reported net income was -$82M.
How have Bloomberg Industry Group, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Bloomberg Industry Group, Inc's sponsor-wide assets grew 15.5%, from $658M to $760M.
Where does Bna Employees Retirement Plan rank by assets among Form 5500 filers?
Bna Employees Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bna Employees Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees in TN ($295M, 241 participants).

Filing takeaways

Ways to act on Bna Employees Retirement Plan's numbers.