401(k) · DOL Form 5500 · 2023
Bloomberg L.P. 401(k) Plan
Data updated 2026-08-06
- $4.8B
- Total assets
- 13,464
- Participants
- 100th
- Percentile by assets
- $354,409
- Avg per participant
Official DOL plan name: Bloomberg L.P. 401(k) Plan · Sponsored by Bloomberg L.P. · New York · Professional & Technical Services
$4.8B in assets, 13,464 participants
Bloomberg L.P.'s Bloomberg L.P. 401(k) Plan reported $4.8B in total assets and 13,464 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.
- 100th percentile by assets (of 126,618 plans)
- #20,246 in Professional & Technical Services (20,271 peers)
Coverage in New York
Bloomberg L.P. 401(k) Plan covers 13,464 participants in New York, 17x the typical New York plan (state average ~795 per filing). Assets: $4.8B.
- $4.8B
- total plan assets (2023 EOY)
- 13,464
- covered participants
- 100th
- percentile by assets (of 126,618 plans)
- $354,409
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bloomberg L.P. 401(k) Plan reported net income rose from -$671M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.
- Bloomberg L.P. 401(k) Plan end-of-year assets rose from $3.8B in the plan year 2022 filing to $4.8B in the plan year 2023 filing.
- Bloomberg L.P. 401(k) Plan reported participants rose from 12,457 in the plan year 2022 filing to 13,464 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Bloomberg L.P. 401(k) Plan reports 13,464 participants - 17x that state average ($4.8B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $3.8B |
|---|---|
| Net Assets (End of Year) | $4.8B |
| Net Income | $1.0B |
| Employer EIN | 133417984 |
| Plan Effective Date | 1995-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bloomberg L.P.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12,457 | $3.8B |
| 2023 | 1 | 13,464 | $4.8B |
| 2024 | 1 | 14,760 | $5.7B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Bloomberg L.P. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Scale composition for Bloomberg L.P. 401(k) Plan
Bloomberg L.P. 401(k) Plan reports $4.8B in end-of-year assets across 13,464 participants (0.041% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.015% of 89,805,449 covered participants) - about $354,409 per participant (2.6x the national average assets-per-participant) . Net income for plan year 2023 was $1.0B.
This plan identity (EIN 133417984, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.8B to $5.7B (+52.1%) while covered participants moved from 12,457 to 14,760 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,457 | $3.8B | Open filing |
| 2023 | 13,464 | $4.8B | This page |
| 2024 · index core | 14,760 | $5.7B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Bloomberg L.P. 401(k) Plan (401(k), $5.7B, 14,760 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bloomberg L.P. 401(k) Plan by total assets, not by location.
- Federal Express Corporation Pilots Retirement Savings Plan (TN) $4.7B · 5,728
- Fiserv 401(k) Savings Plan (WI) $4.8B · 25,280
- Westrock Company 401(k) Retirement Savings Plan (GA) $4.6B · 32,911
- Schneider Electric 401(k) Plan (IL) $4.6B · 17,265
Frequently Asked Questions
How did Bloomberg L.P. 401(k) Plan assets move in 2023? ▼
How have Bloomberg L.P. plan assets changed over time? ▼
Where does Bloomberg L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bloomberg L.P. 401(k) Plan? ▼
Next read for Bloomberg L.P. 401(k) Plan
Filing takeaways
Ways to act on Bloomberg L.P. 401(k) Plan's numbers.
- By total assets, Bloomberg L.P. 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Bloomberg L.P.'s sponsor-wide assets have grown 52.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans