401(k) · DOL Form 5500 · 2023

Bloomberg Industry Grp 401(k) Plan

Data updated 2026-08-11

$408M
Total assets
1,263
Participants
97th
Percentile by assets
$323,053
Avg per participant
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Official DOL plan name: Bloomberg Industry Group, Inc. 401(k) Plan · Sponsored by Bloomberg Industry Grp · Virginia · Information & Media

$408M in assets, 1,263 participants

Bloomberg Industry Grp's Bloomberg Industry Group, Inc. 401(k) Plan reported $408M in total assets and 1,263 participants in its 2023 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 127,072 plans)
  • #2,668 in Information & Media (2,818 peers)

Where Bloomberg Industry Group, Inc. 401(k) Plan sits by assets

Bloomberg Industry Group, Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $408M for 1,263 participants (~$323,053/participant), up 12.5% in 2023.

$408M
total plan assets (2023 EOY)
1,263
covered participants
97th
percentile by assets (of 127,072 plans)
$323,053
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bloomberg Industry Group, Inc. 401(k) Plan reported net income rose from -$80M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Bloomberg Industry Group, Inc. 401(k) Plan end-of-year assets rose from $363M in the plan year 2022 filing to $408M in the plan year 2023 filing.
  • Bloomberg Industry Group, Inc. 401(k) Plan reported participants rose from 1,233 in the plan year 2022 filing to 1,263 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Bloomberg Industry Group, Inc. 401(k) Plan vs the 2023 asset distribution

By assets, Bloomberg Industry Group, Inc. 401(k) Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$363M
Net Assets (End of Year)$408M
Net Income$43M
Employer EIN530040540
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bloomberg Industry Grp)

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

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bloomberg Industry Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Bloomberg Industry Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Bloomberg Industry G…Northrop Grumman Sav…401(k) Pension PlanGeneral Dynamics Cor…Leidos, Inc. Retirem…Bae Systems Employee…
Bloomberg Industry Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bloomberg Industry Group, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Bloomberg Industry Group, Inc. 401(k) Plan assets move in 2023?
Bloomberg Industry Group, Inc. 401(k) Plan grew at a solid clip - up 12.5% during 2023, from $363M to $408M. Reported net income was $43M.
How have Bloomberg Industry Grp plan assets changed over time?
Across 3 plan years on file (2022-2024), Bloomberg Industry Grp's sponsor-wide assets grew 15.5%, from $658M to $760M.
Where does Bloomberg Industry Group, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Bloomberg Industry Group, Inc. 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Bloomberg Industry Group, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Central Garden & Pet Company Investment Growth in CA ($408M, 4,427 participants).

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