Defined Benefit (Pension) · DOL Form 5500 · 2024

Bloomberg Industry Group, Inc. Pension Plan

Data updated 2026-08-25

$313M
Total assets Above avg plan size
145
Participants Small participant base
96th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Bna Employees Retirement Plan · Sponsored by Bloomberg Industry Group, Inc. · Virginia · Information & Media

$313M in assets, 145 participants

Bloomberg Industry Group, Inc.'s Bna Employees Retirement Plan reported $313M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #2,639 in Information & Media (2,822 peers)

Coverage in Virginia

Bna Employees Retirement Plan covers 145 participants in Virginia, about 19% of the average Virginia filer (state average ~782 per filing). Assets: $313M.

#2,639
in Information & Media (2,822 peers)
+1.1%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Bna Employees Retirement Plan's outsized position by total assets

Bna Employees Retirement Plan vs every filed plan by assets

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

$312,798,139 Top 4% higher than 96% 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

Bna Employees Retirement 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. Bna Employees Retirement Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bna Employees Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bna Employees Retirement Plan reported participants fell from 156 in the plan year 2023 filing to 145 in the plan year 2024 filing.
  • Bna Employees Retirement Plan end-of-year assets rose from $309M in the plan year 2023 filing to $313M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 530040540 · Bloomberg Industry Group, Inc. PY 2024 · Defined Benefit (Pension)

Bna Employees Retirement Plan · $313M · 145 · 96th

  • IND $313M
  • EOY 145
  • 5500 96th
  • ASSETS Defined Benefit (Pension)
  • PCT near Lexmark Retirement Growth Account Plan
  • EIN ind #2639

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 →

Bna Employees Retirement Plan in the asset neighbourhood

Cit Group, Inc. Retirement PlanCit Group, Inc. Retirement P…$314MArthur J. Gallagher & Co. Employees' Pension PlanArthur J. Gallagher & Co. Em…$313MLexmark Retirement Growth Account PlanLexmark Retirement Growth Ac…$313MBna Employees Retirement Plan$313MCaleres, Inc. Retirement Plan$312M
End-of-year total assets ($M) among Bna Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$309M
Net Assets (End of Year)$313M
Net Income$3M
Employer EIN530040540
Plan Effective Date1971-01-01
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 Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bna Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Bna Employees Retirement Plan, Total assets ($B): 0.312798139 · Participants: 145Bna Employees Retirement PlanNorthrop Grumman Pension Plan, Total assets ($B): 18.781759216 · Participants: 12678Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 11.481735153 · Participants: 56633Retirement Security PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 8.902237059 · Participants: 63530Sheet Metal Workers' National Pension FundNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.398702873 · Participants: 6737Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 8.332769083 · Participants: 11758Dominion Energy Pension Plan
Bna Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Bna Employees Retirement Plan side-by-side with 3 peers →

Bna Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Lexmark Retirement Growth Account Plan in KY ($313M); by covered participants it is G.O. Carlson, Inc. Salaried Employees Pension Plan in PA (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($313M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Bna Employees Retirement Plan assets move in 2024? ▼
Bna Employees Retirement Plan edged up modestly - up 1.1% during 2024, from $309M to $313M. Reported net income was $3M.
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 Bna Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Bna Employees Retirement Plan ranks in the 96th 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 Defined Benefit (Pension) plans are similar in size to Bna Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lexmark Retirement Growth Account Plan in KY ($313M, 606 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bna Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is G.O. Carlson, Inc. Salaried Employees Pension Plan in PA (145 participants, $33M 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.