401(k) · DOL Form 5500 · 2023

Bristol-Myers Squibb Company 401(k) Plan

Data updated 2026-08-25

$10.3B
Total assets Mega-plan scale
22,254
Participants Very large workforce
100th
Percentile by assets National rank
$463,002
Avg per participant High balance/head
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Official DOL plan name: Bristol-Myers Squibb Savings and Investment Program · Sponsored by Bristol-Myers Squibb Company · New Jersey · Manufacturing

$10.3B in assets, 22,254 participants

Bristol-Myers Squibb Company's Bristol-Myers Squibb Savings and Investment Program reported $10.3B in total assets and 22,254 participants in its 2023 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.

  • #18,671 in Manufacturing (18,722 peers)

Coverage in New Jersey

Bristol-Myers Squibb Savings and Investment Program covers 22,254 participants in New Jersey, 26x the typical New Jersey plan (state average ~844 per filing). Assets: $10.3B.

#18,671
in Manufacturing (18,722 peers)
+15.0%
assets growth YoY
103×
vs typical plan assets (national mean)

Bristol-Myers Squibb Savings and Investment Program's outsized position by total assets

Bristol-Myers Squibb Savings and Investment Program vs every filed plan by assets

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

$10,303,646,679 Highest reported value at or above every one 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

Bristol-Myers Squibb Savings and Investment Program's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bristol-Myers Squibb Savings and Investment Program is a mega filing (22,254 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bristol-Myers Squibb Savings and Investment Program reported net income rose from -$1.9B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
  • Bristol-Myers Squibb Savings and Investment Program end-of-year assets rose from $9.0B in the plan year 2022 filing to $10.3B in the plan year 2023 filing.
  • Bristol-Myers Squibb Savings and Investment Program reported participants rose from 20,296 in the plan year 2022 filing to 22,254 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 220790350 · Bristol-Myers Squibb Company PY 2023 · 401(k)

Bristol-Myers Squibb Savings and Investment Program · $10.3B · 22,254 · 100th

  • EOY $10.3B
  • EOY 22,254
  • EOY 100th
  • EOY 401(k)
  • EOY near Bayer Corporation Savings and Retirement Plan
  • EOY ind #18671

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 Manufacturing retirement plans → · Plans in New Jersey →

Bristol-Myers Squibb Savings and Investment Program in the asset neighbourhood

Duke Energy Retirement Savings PlanDuke Energy Retirement Savin…$10.4BAmerican Airlines, Inc. 401(k) Plan for PilotsAmerican Airlines, Inc. 401(…$10.3BBayer Corporation Savings and Retirement PlanBayer Corporation Savings an…$10.3BBristol-Myers Squibb Savings and Investment ProgramBristol-Myers Squibb Savings…$10.3BU.S. Bank 401(k) Savings Plan$10.3B
End-of-year total assets ($B) among Bristol-Myers Squibb Savings and Investment Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$9.0B
Net Assets (End of Year)$10.3B
Net Income$1.3B
Employer EIN220790350
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bristol-Myers Squibb Company)

Sponsor-wide plan assets over time

All Bristol-Myers Squibb Company plans reported in each filing year

Latest sponsor-wide plan assets
$11.7B 29.16353467356558% vs 2022
2024 filing year
$8B$9B$10B$11B$12B 202220232024 $9.02B $11.7B ▲ +29.3%
Year Plans Participants Total Assets
2022 3 20,453 $9.0B
2023 2 22,417 $10.4B
2024 2 21,927 $11.7B

Nearby 401(k) Plans in New Jersey

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

Bristol-Myers Squibb Savings and Investment Program vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000 01020304050 Total assets ($B) Participants Bristol-Myers Squibb Savings and Investment Program, Total assets ($B): 10.303646679 · Participants: 22254Bristol-Myers Squibb Savings and Investment ProgramJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Bristol-Myers Squibb Savings and Investment Program vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Bristol-Myers Squibb Savings and Investment Program side-by-side with 3 peers →

Scale composition for Bristol-Myers Squibb Savings and Investment Program

Bristol-Myers Squibb Savings and Investment Program reports $10.3B in end-of-year assets across 22,254 participants (0.084% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $463,002 per participant (3.3x the national average assets-per-participant) . Net income for plan year 2023 was $1.3B.

This plan identity (EIN 220790350, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.0B to $11.6B (+29.3%) while covered participants moved from 20,296 to 21,763 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 20,296 $9.0B Open filing
2023 22,254 $10.3B This page
2024 · index core 21,763 $11.6B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Bristol-Myers Squibb Savings and Investment Program's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Bayer Corporation Savings and Retirement Plan in MO ($10.3B); by covered participants it is Savings Plan for Employees of Ntca and Its Members in VA (22,270 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (22,254 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 Bristol-Myers Squibb Savings and Investment Program assets move in 2023? ▼
Bristol-Myers Squibb Savings and Investment Program grew at a solid clip - up 15.0% during 2023, from $9.0B to $10.3B. Reported net income was $1.3B.
How have Bristol-Myers Squibb Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bristol-Myers Squibb Company's sponsor-wide assets grew 29.2%, from $9.0B to $11.7B.
Where does Bristol-Myers Squibb Savings and Investment Program rank by assets among Form 5500 filers? ▼
Bristol-Myers Squibb Savings and Investment Program ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Bristol-Myers Squibb Savings and Investment Program? ▼
Among 401(k) plans in other states, the closest by assets is Bayer Corporation Savings and Retirement Plan in MO ($10.3B, 19,273 participants).
Which 401(k) plans cover a similar participant headcount to Bristol-Myers Squibb Savings and Investment Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Savings Plan for Employees of Ntca and Its Members in VA (22,270 participants, $3.0B 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 220790350.

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.