401(k) · DOL Form 5500 · 2024

Bristol-Myers Squibb Company 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
164
Participants Small participant base
87th
Percentile by assets National rank
$410,594
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

$67M in assets, 164 participants

Bristol-Myers Squibb Company's Bristol-Myers Squibb Company Employee Incentive Thrift Plan reported $67M in total assets and 164 participants in its 2024 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.

  • #14,486 in Manufacturing (17,777 peers)

Coverage in New Jersey

Bristol-Myers Squibb Company Employee Incentive Thrift Plan covers 164 participants in New Jersey, about 19% of the average New Jersey filer (state average ~844 per filing). Assets: $67M.

#14,486
in Manufacturing (17,777 peers)
+11.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$67,337,413 Top 13% higher than 87% of 123,620 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 2024

Bristol-Myers Squibb Company Employee Incentive Thrift Plan among mid-size filed plans by headcount

Plan-year 2024 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 (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bristol-Myers Squibb Company Employee Incentive Thrift Plan reported net income rose from -$1M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Bristol-Myers Squibb Company Employee Incentive Thrift Plan end-of-year assets rose from $61M in the plan year 2023 filing to $67M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 220790350 · Bristol-Myers Squibb Company PY 2024 · 401(k)

Bristol-Myers Squibb Company Employee Incentive Thrift Plan · $67M · 164 · 87th

  • SCH $67M
  • SCH 164
  • SCH 87th
  • SCH 401(k)
  • SCH near Commercial Vehicle Group, Inc. 401(k) Plan
  • SCH ind #14486

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

Ntrepid, LLC 401(k) Defined Contribution PlanNtrepid, LLC 401(k) Defined …$67MVan Wall Equipment, Inc. Profit Sharing 401(k) PlanVan Wall Equipment, Inc. Pro…$67MBristol-Myers Squibb Company Employee Incentive Thrift PlanBristol-Myers Squibb Company…$67MCommercial Vehicle Group, Inc. 401(k) PlanCommercial Vehicle Group, In…$67MCalifornia Dental Association 401(k) PlanCalifornia Dental Associatio…$67M
End-of-year total assets ($M) among Bristol-Myers Squibb Company Employee Incentive Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$67M
Net Income$7M
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 -200204060 Total assets ($B) Participants Bristol-Myers Squibb Company Employee Incentive Thrift Plan, Total assets ($B): 0.067337413 · Participants: 164Bristol-Myers Squibb Company Employee Incentive Thrift PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck 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 Commercial Vehicle Group, Inc. 401(k) Plan in OH ($67M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Bristol-Myers Squibb Company Employee Incentive Thrift Plan grew at a solid clip - up 11.1% during 2024, from $61M to $67M. Reported net income was $7M.
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 123,622 plans that reported assets for plan year 2024 (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 Commercial Vehicle Group, Inc. 401(k) Plan in OH ($67M, 2,245 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 Meadows Bank 401(k) Retirement Plan in NV (164 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.