401(k) · DOL Form 5500 · 2024

Bloomberg Industry Group, Inc. 401(k) Plan

Data updated 2026-08-25

$447M
Total assets Above avg plan size
1,756
Participants Near avg headcount
97th
Percentile by assets National rank
$254,534
Avg per participant Above avg balance/head
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Official DOL plan name: Bloomberg Industry Group, Inc. 401(k) Plan · Sponsored by Bloomberg Industry Group, Inc. · Virginia · Information & Media

$447M in assets, 1,756 participants

Bloomberg Industry Group, Inc.'s Bloomberg Industry Group, Inc. 401(k) Plan reported $447M in total assets and 1,756 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #2,677 in Information & Media (2,822 peers)

Coverage in Virginia

Bloomberg Industry Group, Inc. 401(k) Plan covers 1,756 participants in Virginia, 2.2x the typical Virginia plan (state average ~782 per filing). Assets: $447M.

#2,677
in Information & Media (2,822 peers)
+9.5%
assets growth YoY
4.5×
vs typical plan assets (national mean)

Bloomberg Industry Group, Inc. 401(k) Plan's outsized position by total assets

Bloomberg Industry Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$446,962,579 Top 3% higher than 97% 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

Bloomberg Industry Group, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bloomberg Industry Group, Inc. 401(k) Plan lands in the large band (1,756 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bloomberg Industry Group, Inc. 401(k) Plan reported participants rose from 1,263 in the plan year 2023 filing to 1,756 in the plan year 2024 filing.
  • Bloomberg Industry Group, Inc. 401(k) Plan reported net income fell from $43M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Bloomberg Industry Group, Inc. 401(k) Plan end-of-year assets rose from $408M in the plan year 2023 filing to $447M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 530040540 · Bloomberg Industry Group, Inc. PY 2024 · 401(k)

Bloomberg Industry Group, Inc. 401(k) Plan · $447M · 1,756 · 97th

  • EIN $447M
  • EIN 1,756
  • EIN 97th
  • EIN 401(k)
  • EIN near The Western Union Company Incentive Savings Plan
  • EIN ind #2677

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 Information & Media retirement plans → · Plans in Virginia →

Bloomberg Industry Group, Inc. 401(k) Plan in the asset neighbourhood

Bloomberg Industry Group, Inc. 401(k) PlanBloomberg Industry Group, In…$447MThe Western Union Company Incentive Savings PlanThe Western Union Company In…$447MWarner Music Group 401(k) PlanWarner Music Group 401(k) Pl…$446MDuncan Aviation, Inc. 401(k) Retirement PlanDuncan Aviation, Inc. 401(k)…$446MWells Enterprises, Inc. 401(k) PlanWells Enterprises, Inc. 401(…$446M
End-of-year total assets ($M) among Bloomberg Industry Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$408M
Net Assets (End of Year)$447M
Net Income$39M
Employer EIN530040540
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bloomberg Industry Group, Inc.)

Sponsor-wide plan assets over time

All Bloomberg Industry Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$760M 15.501057460163548% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $658M $760M ▲ +15.5%
Year Plans Participants Total Assets
2022 2 1,419 $658M
2023 2 1,419 $717M
2024 2 1,901 $760M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bloomberg Industry Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bloomberg Industry Group, Inc. 401(k) Plan, Total assets ($B): 0.446962579 · Participants: 1756Bloomberg Industry Group, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Bloomberg Industry Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Bloomberg Industry Group, Inc. 401(k) Plan side-by-side with 3 peers →

Bloomberg Industry Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is The Western Union Company Incentive Savings Plan in CO ($447M); by covered participants it is Mosaic Union Savings Plan in FL (1,756 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($447M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,756 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 Bloomberg Industry Group, Inc. 401(k) Plan assets move in 2024? ▼
Bloomberg Industry Group, Inc. 401(k) Plan grew at a solid clip - up 9.5% during 2024, from $408M to $447M. Reported net income was $39M.
How have Bloomberg Industry Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bloomberg Industry Group, Inc.'s sponsor-wide assets grew 15.5%, from $658M to $760M.
Where does Bloomberg Industry Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bloomberg Industry Group, Inc. 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Bloomberg Industry Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Western Union Company Incentive Savings Plan in CO ($447M, 1,407 participants).
Which 401(k) plans cover a similar participant headcount to Bloomberg Industry Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mosaic Union Savings Plan in FL (1,756 participants, $297M 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 530040540.

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.