Bloomberg L.P. 401(k) plan

Bloomberg L.P., New York, NY. EIN 13-3417984. Annual reports 2009–2024.

Bloomberg L.P. has one active retirement plan on file, the Bloomberg L.P. 401(k) Plan, with 20,110 participants and $5.7 billion in assets in 2024. Empower has been its recordkeeper since 2014. No traditional pension plan appears in Bloomberg L.P.'s filings since 2009.

Active plans: 1
Participants: 20,110
Plan assets: $5.7 billion
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Professional services

The plan

Bloomberg L.P. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 13-3417984
Participants (2024): 20,110
Net assets (2024): $5.7 billion
Recordkeeper: EmpowerEarlier: J.P. Morgan (2012–2013), Schwab (2009–2011)
Plan administrator: Bloomberg L.P.
731 Lexington Ave
New York, NY 10022
(212) 617-2000As filed for 2024
In effect since: August 15, 1995

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	20,110	$5.7 billion	Empower
2023	20,114	$4.8 billion	Empower
2022	18,836	$3.8 billion	Empower
2021	17,358	$4.5 billion	Empower
2020	16,471	$3.8 billion	not listed
2019	15,840	$3.1 billion	not listed
2018	15,281	$2.4 billion	not listed
2017	14,435	$2.4 billion	not listed
2016	13,681	$1.9 billion	Empower
2015	13,458	$1.6 billion	Empower
2014	12,478	$1.6 billion	Empower
2013	11,421	$1.4 billion	J.P. Morgan
2012	11,119	$1.1 billion	J.P. Morgan
2011	11,415	$843 million	Schwab
2010	10,435	$765 million	Schwab
2009	8,327	$606 million	Schwab

If you had money in one of these plans

Call Empower (empower.com), which runs the Bloomberg L.P. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((212) 617-2000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Bloomberg L.P. 401(k) Plan

If you had money in one of these plans

What these numbers are

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