401(k) · DOL Form 5500 · 2023

Bloomberg L.P. 401(k) Plan

Data updated 2026-08-25

$4.8B
Total assets Very large vs avg
13,464
Participants Very large workforce
100th
Percentile by assets National rank
$354,409
Avg per participant High balance/head
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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.

  • #20,296 in Professional & Technical Services (20,321 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 ~798 per filing). Assets: $4.8B.

#20,296
in Professional & Technical Services (20,321 peers)
+26.6%
assets growth YoY
48×
vs typical plan assets (national mean)

Bloomberg L.P. 401(k) Plan's outsized position by total assets

Bloomberg L.P. 401(k) Plan vs every filed plan by assets

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

$4,771,762,507 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

Bloomberg L.P. 401(k) Plan'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. Bloomberg L.P. 401(k) Plan is a mega filing (13,464 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133417984 · Bloomberg L.P. PY 2023 · 401(k)

Bloomberg L.P. 401(k) Plan · $4.8B · 13,464 · 100th

  • EIN $4.8B
  • RANK 13,464
  • PHOTO 100th
  • IND 401(k)
  • EOY near Federal Express Corporation Pilots Retirement Savings Plan
  • 5500 ind #20296

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 Professional & Technical Services retirement plans → · Plans in New York →

Bloomberg L.P. 401(k) Plan in the asset neighbourhood

Fiserv 401(k) Savings Plan$4.8BBloomberg L.P. 401(k) Plan$4.8BFederal Express Corporation Pilots Retirement Savings PlanFederal Express Corporation …$4.7BWestrock Company 401(k) Retirement Savings PlanWestrock Company 401(k) Reti…$4.6BSchneider Electric 401(k) PlanSchneider Electric 401(k) Pl…$4.6B
End-of-year total assets ($B) among Bloomberg L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3.8B
Net Assets (End of Year)$4.8B
Net Income$1.0B
Employer EIN133417984
Plan Effective Date1995-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Bloomberg L.P.)

Sponsor-wide plan assets over time

All Bloomberg L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$5.7B 52.13659712496565% vs 2022
2024 filing year
$3B$4B$5B$6B 202220232024 $3.77B $5.73B ▲ +52.0%
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 Scatter plot of 6 data points. 050000100000150000 020406080 Total assets ($B) Participants Bloomberg L.P. 401(k) Plan, Total assets ($B): 4.771762507 · Participants: 13464Bloomberg L.P. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Bloomberg L.P. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bloomberg L.P. 401(k) Plan side-by-side with 3 peers →

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 (0.039% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 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's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Federal Express Corporation Pilots Retirement Savings Plan in TN ($4.7B); by covered participants it is Student Transportation of America, Inc. 401(k) Savings Plan in NJ (13,470 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4.8B here).

Similar participant headcount

Nearest other-state filings by covered participants (13,464 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 L.P. 401(k) Plan assets move in 2023? ▼
Bloomberg L.P. 401(k) Plan grew sharply - up 26.6% during 2023, from $3.8B to $4.8B. Reported net income was $1.0B.
How have Bloomberg L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bloomberg L.P.'s sponsor-wide assets grew 52.1%, from $3.8B to $5.7B.
Where does Bloomberg L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bloomberg L.P. 401(k) Plan 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 Bloomberg L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Federal Express Corporation Pilots Retirement Savings Plan in TN ($4.7B, 5,728 participants).
Which 401(k) plans cover a similar participant headcount to Bloomberg L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Student Transportation of America, Inc. 401(k) Savings Plan in NJ (13,470 participants, $43M 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 133417984.

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.