Defined Benefit (Pension) · DOL Form 5500 · 2022

Bloomberg Industry Group, Inc Pension Plan

Data updated 2026-08-25

$295M
Total assets Near avg plan size
186
Participants Below avg headcount
97th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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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.

  • #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.

#2,750
in Information & Media (2,911 peers)
-21.6%
assets change YoY
3.0×
vs typical plan assets (national mean)

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.

Bna Employees Retirement Plan's outsized position by total assets

Bna Employees Retirement Plan vs every filed plan by assets

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

$295,152,410 Top 3% higher than 97% 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

Bna Employees Retirement 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. Bna Employees Retirement Plan sits mid-pack in the medium band (186 participants).

Form 5500 schedule snapshot

Filing strip 530040540 · Bloomberg Industry Group, Inc PY 2022 · Defined Benefit (Pension)

Bna Employees Retirement Plan · $295M · 186 · 97th

  • IND $295M
  • EOY 186
  • 5500 97th
  • ASSETS Defined Benefit (Pension)
  • PCT near Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees
  • EIN ind #2750

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 Information & Media retirement plans → · Plans in Virginia →

Bna Employees Retirement Plan in the asset neighbourhood

Laborers Local 57 Industrial Pension PlanLaborers Local 57 Industrial…$296MThe Atlanticare Health System, Inc. Pension PlanThe Atlanticare Health Syste…$296MOak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered EmployeesOak Ridge Reservation Cleanu…$295MBna Employees Retirement Plan$295MRetirement Plan for Employees of Lufkin Gears LLCRetirement Plan for Employee…$295M
End-of-year total assets ($M) among Bna Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Bloomberg Industry Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$760M 15.501057460163548% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $658M $760M ▲ +15.5%
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 Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Bna Employees Retirement Plan, Total assets ($B): 0.29515241 · Participants: 186Bna Employees Retirement PlanNorthrop Grumman Pension Plan, Total assets ($B): 18.331391337 · Participants: 14867Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 9.385168374 · Participants: 54531Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.061267673 · Participants: 7799Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 7.265847838 · Participants: 12832Dominion Energy Pension PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 7.155241333 · Participants: 61068Sheet Metal Workers' National Pension Fund
Bna Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Bna Employees Retirement Plan side-by-side with 3 peers →

Bna Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees in TN ($295M); by covered participants it is Retirement Plan of First County Bank in CT (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bna Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan of First County Bank in CT (186 participants, $63M 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 530040540.

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.