How many benefit plans does Bloomberg Industry Group, Inc. report on Form 5500?

Bloomberg Industry Group, Inc. (EIN 53-0040540) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Bloomberg Industry Group, Inc.?

The Employer Identification Number (EIN) reported for Bloomberg Industry Group, Inc. is 53-0040540.

What is the latest Form 5500 filing year for Bloomberg Industry Group, Inc.?

The latest loaded Form 5500 filing year for Bloomberg Industry Group, Inc. is 2023.

Bloomberg Industry Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bloomberg Industry Group, Inc. (EIN 53-0040540) is a plan sponsor located in Arlington, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 53-0040540
Location: Arlington, VA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $728,544,154
Total reported liabilities (EOY): $2,907,124
Total reported net assets (EOY): $725,637,030

Contributions & income

Employer contributions: $36,065,890
Participant contributions: $17,064,682
Total income / additions: $154,166,638

Expenses & distributions

Benefits paid / distributions: $93,010,590
Total expenses: $95,412,557
Net increase / (decrease): $58,754,081

Coverage

Total reported participants: 4,417
Plans with financial statements: 3
Plans with provider compensation: 3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Bloomberg Industry Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Bloomberg Industry Group, Inc. 401(K) Plan	002	2,325	$408,015,827	2023
Bna Employees Retirement Plan	001	1,179	$309,384,216	2023
The Bloomberg Bna Health And Welfare Plan	503	913	$11,144,111	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bloomberg Industry Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Bloomberg Industry Group, Inc. 401(K) Plan	2,325	H, C	20240801130422NAL0023719489001
2023	The Bloomberg Bna Health And Welfare Plan	913	H, C	20241010081457NAL0019783969001
2023	Bna Employees Retirement Plan	1,179	H, C	20241015144802NAL0028813761001