401(k) · DOL Form 5500 · 2023

Bloomberg Industry Grp 401(k) Plan

Data updated 2026-08-25

$408M
Total assets Above avg plan size
1,263
Participants Near avg headcount
97th
Percentile by assets National rank
$323,053
Avg per participant High balance/head
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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.

  • #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.

#2,668
in Information & Media (2,818 peers)
+12.5%
assets growth YoY
4.1×
vs typical plan assets (national mean)

Bloomberg Industry Group, Inc. 401(k) Plan's outsized position by total assets

Bloomberg Industry Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$408,015,827 Top 3% higher than 97% of 127,068 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 2023

Bloomberg Industry Group, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bloomberg Industry Group, Inc. 401(k) Plan lands in the large band (1,263 participants).

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 →

Plan-year Form 5500 strip

Filing strip 530040540 · Bloomberg Industry Grp PY 2023 · 401(k)

Bloomberg Industry Group, Inc. 401(k) Plan · $408M · 1,263 · 97th

  • EOY $408M
  • 5500 1,263
  • ASSETS 97th
  • PCT 401(k)
  • EIN near Central Garden & Pet Company Investment Growth
  • RANK ind #2668

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 →

Bloomberg Industry Group, Inc. 401(k) Plan in the asset neighbourhood

Shannon Medical Center 401(k) Savings and Retirement PlanShannon Medical Center 401(k…$408MJohnson, Mirmiran & Thompson ESOP and 401(k) Retirement Savings Plan and TrustJohnson, Mirmiran & Thompson…$408MBloomberg Industry Group, Inc. 401(k) PlanBloomberg Industry Group, In…$408MCentral Garden & Pet Company Investment GrowthCentral Garden & Pet Company…$408MSolvay US Companies 401(k) PlanSolvay US Companies 401(k) P…$408M
End-of-year total assets ($M) among Bloomberg Industry Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Bloomberg Industry Grp 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 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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Bloomberg Industry Group, Inc. 401(k) Plan, Total assets ($B): 0.408015827 · Participants: 1263Bloomberg Industry Group, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Bloomberg Industry Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Bloomberg Industry Group, Inc. 401(k) Plan side-by-side with 3 peers →

Bloomberg Industry Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Central Garden & Pet Company Investment Growth in CA ($408M); by covered participants it is Liveramp Holdings, Inc. Retirement Savings Plan in CA (1,263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,263 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Bloomberg Industry Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Liveramp Holdings, Inc. Retirement Savings Plan in CA (1,263 participants, $504M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.