401(k) · DOL Form 5500 · 2024

Bristol-Myers Squibb Company 401(k) Plan

Data updated 2026-08-25

$11.6B
Total assets Mega-plan scale
21,763
Participants Very large workforce
100th
Percentile by assets National rank
$532,451
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

$11.6B in assets, 21,763 participants

Bristol-Myers Squibb Company's Bristol-Myers Squibb Savings and Investment Program reported $11.6B in total assets and 21,763 participants in its 2024 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.

  • #17,733 in Manufacturing (17,777 peers)

Coverage in New Jersey

Bristol-Myers Squibb Savings and Investment Program covers 21,763 participants in New Jersey, 26x the typical New Jersey plan (state average ~844 per filing). Assets: $11.6B.

#17,733
in Manufacturing (17,777 peers)
+12.5%
assets growth YoY
116×
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 2024 · DOL Form 5500

$11,587,731,493 Highest reported value at or above every one 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 Savings and Investment Program's mega-plan peer group by participant headcount

Plan-year 2024 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 (21,763 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bristol-Myers Squibb Savings and Investment Program end-of-year assets rose from $10.3B in the plan year 2023 filing to $11.6B in the plan year 2024 filing.
  • Bristol-Myers Squibb Savings and Investment Program reported net income fell from $1.3B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
  • Bristol-Myers Squibb Savings and Investment Program reported participants fell from 22,254 in the plan year 2023 filing to 21,763 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

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

Bristol-Myers Squibb Savings and Investment Program · $11.6B · 21,763 · 100th

  • EIN $11.6B
  • RANK 21,763
  • PHOTO 100th
  • IND 401(k)
  • EOY near Southwest Airlines Pilots Retirement Savings Plan
  • 5500 ind #17733

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

American Airlines, Inc. 401(k) Plan for PilotsAmerican Airlines, Inc. 401(…$11.7BSouthwest Airlines Pilots Retirement Savings PlanSouthwest Airlines Pilots Re…$11.6BBristol-Myers Squibb Savings and Investment ProgramBristol-Myers Squibb Savings…$11.6BThe Progressive 401(k) Plan$11.5BShell Provident Fund$11.5B
End-of-year total assets ($B) among Bristol-Myers Squibb Savings and Investment Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$10.3B
Net Assets (End of Year)$11.6B
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 0102030405060 Total assets ($B) Participants Bristol-Myers Squibb Savings and Investment Program, Total assets ($B): 11.587731493 · Participants: 21763Bristol-Myers Squibb Savings and Investment ProgramJPMorgan 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 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 $11.6B in end-of-year assets across 21,763 participants (0.094% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $532,451 per participant (3.9x the national average assets-per-participant) . Net income for plan year 2024 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 Open filing
2024 · index core 21,763 $11.6B This page

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 Southwest Airlines Pilots Retirement Savings Plan in TX ($11.6B); by covered participants it is Hcl America, Inc. 401(k) Plan in CA (21,727 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (21,763 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 Savings and Investment Program assets move in 2024? ▼
Bristol-Myers Squibb Savings and Investment Program grew at a solid clip - up 12.5% during 2024, from $10.3B to $11.6B. 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 123,622 plans that reported assets for plan year 2024 (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 Southwest Airlines Pilots Retirement Savings Plan in TX ($11.6B, 11,242 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 Hcl America, Inc. 401(k) Plan in CA (21,727 participants, $1.5B 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.