401(k) · DOL Form 5500 · 2023

Bristol-Myers Squibb Company 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
163
Participants Small participant base
87th
Percentile by assets National rank
$371,917
Avg per participant High balance/head
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Official DOL plan name: Bristol-Myers Squibb Company Employee Incentive Thrift Plan · Sponsored by Bristol-Myers Squibb Company · New Jersey · Manufacturing

$61M in assets, 163 participants

Bristol-Myers Squibb Company's Bristol-Myers Squibb Company Employee Incentive Thrift Plan reported $61M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,256 in Manufacturing (18,722 peers)

Coverage in New Jersey

Bristol-Myers Squibb Company Employee Incentive Thrift Plan covers 163 participants in New Jersey, about 19% of the average New Jersey filer (state average ~844 per filing). Assets: $61M.

#15,256
in Manufacturing (18,722 peers)
-3.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bristol-Myers Squibb Company Employee Incentive Thrift Plan's outsized position by total assets

Bristol-Myers Squibb Company Employee Incentive Thrift Plan vs every filed plan by assets

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

$60,622,412 Top 13% higher than 87% 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 Company Employee Incentive Thrift Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bristol-Myers Squibb Company Employee Incentive Thrift Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bristol-Myers Squibb Company Employee Incentive Thrift Plan reported net income rose from -$10M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Bristol-Myers Squibb Company Employee Incentive Thrift Plan reported participants rose from 157 in the plan year 2022 filing to 163 in the plan year 2023 filing.
  • Bristol-Myers Squibb Company Employee Incentive Thrift Plan end-of-year assets fell from $63M in the plan year 2022 filing to $61M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Bristol-Myers Squibb Company Employee Incentive Thrift Plan · $61M · 163 · 87th

  • VS-ST $61M
  • BOY 163
  • SCH 87th
  • EBSA 401(k)
  • PART near Bowflex Inc. 401(k) Savings Plan
  • TYPE ind #15256

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 Company Employee Incentive Thrift Plan in the asset neighbourhood

Emerus Retirement Savings PlanEmerus Retirement Savings Pl…$61MMaxum Petroleum 401(k) Plan$61MBristol-Myers Squibb Company Employee Incentive Thrift PlanBristol-Myers Squibb Company…$61MBowflex Inc. 401(k) Savings PlanBowflex Inc. 401(k) Savings …$61MGreat Minds Pbc 401(k) Plan$61M
End-of-year total assets ($M) among Bristol-Myers Squibb Company Employee Incentive Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$61M
Net Income-$1M
Employer EIN220790350
Plan Effective Date1973-07-01
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 Company Employee Incentive Thrift Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Bristol-Myers Squibb Company Employee Incentive Thrift Plan, Total assets ($B): 0.060622412 · Participants: 163Bristol-Myers Squibb Company Employee Incentive Thrift PlanJPMorgan 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 Company Employee Incentive Thrift Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Bristol-Myers Squibb Company Employee Incentive Thrift Plan side-by-side with 3 peers →

Bristol-Myers Squibb Company Employee Incentive Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Bowflex Inc. 401(k) Savings Plan in WA ($61M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Company Employee Incentive Thrift Plan assets move in 2023? ▼
Bristol-Myers Squibb Company Employee Incentive Thrift Plan edged down modestly - down 3.0% during 2023, from $63M to $61M. Reported net income was -$1M.
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 Company Employee Incentive Thrift Plan rank by assets among Form 5500 filers? ▼
Bristol-Myers Squibb Company Employee Incentive Thrift Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bristol-Myers Squibb Company Employee Incentive Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bowflex Inc. 401(k) Savings Plan in WA ($61M, 435 participants).
Which 401(k) plans cover a similar participant headcount to Bristol-Myers Squibb Company Employee Incentive Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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.