Bristol-Myers Squibb 401(k) and pension plans

Bristol-Myers Squibb Company, Princeton, NJ. EIN 22-0790350. Annual reports 2009–2025. Also filed as Bristol-Myers Squibb Company Senior VP, Total Rewards.

Bristol-Myers Squibb Company has 2 active retirement plans on file. The largest is the Bristol-Myers Squibb Company Savings and Investment Program, with 34,444 participants and $12.7 billion in assets in 2025.

Active plans: 2
Participants: 34,726
Plan assets: $12.8 billion
Plans on file: 4
Industry: Manufacturing

All 4 plans

Active plans first

Bristol-Myers Squibb Company Savings and Investment Program

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 22-0790350
Participants (2025): 34,444
Net assets (2025): $12.7 billion
Plan administrator: Bristol-Myers Squibb Company Savings Plan Committee
Route 206 Province Line Road
Princeton, NJ 08543
(609) 252-4621As filed for 2025
In effect since: January 1, 1971

Plans merged into this one: Bristol-Myers Squibb Retirement Income Plan (2022); Celgene Corporation 401(k) Plan (2020); Amylin Pharmaceuticals, LLC 401(k) Plan (2013).

Earlier sponsor: Bristol-Myers Squibb Company Senior VP, Total Rewards (2020–2021).

Earlier plan names: Bristol-Myers Squibb Savings and Investment Program; Bristol-Myers Squibb Savings and Invest Investment Program.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	34,444	$12.7 billion	not listed
2024	34,900	$11.6 billion	not listed
2023	33,339	$10.3 billion	not listed
2022	34,651	$9.0 billion	not listed
2021	32,316	$10.9 billion	not listed
2020	23,172	$8.4 billion	not listed
2019	21,500	$6.8 billion	not listed
2018	21,619	$5.5 billion	not listed
2017	21,507	$6.0 billion	not listed
2016	22,125	$5.2 billion	not listed
2015	22,558	$5.1 billion	not listed
2014	22,998	$5.0 billion	not listed
2013	24,540	$4.9 billion	not listed
2012	21,853	$3.9 billion	not listed
2011	23,345	$3.6 billion	not listed
2010	23,328	$3.2 billion	not listed
2009	35,537	$2.8 billion	not listed

Bristol-Myers Squibb Company Employee Incentive Thrift Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 007Employer EIN 22-0790350
Participants (2025): 282
Net assets (2025): $71.5 million
Plan administrator: Bristol-Myers Squibb Company Savings Plan Committee
Route 206 Province Line Road
Princeton, NJ 08543
(609) 252-4621As filed for 2025
In effect since: July 1, 1973

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	282	$71.5 million	not listed
2024	288	$67.3 million	not listed
2023	283	$60.6 million	not listed
2022	296	$62.5 million	not listed
2021	290	$72.9 million	not listed
2020	304	$71.9 million	not listed
2019	316	$68.5 million	not listed
2018	313	$60.5 million	not listed
2017	337	$73.1 million	not listed
2016	356	$65.1 million	not listed
2015	401	$71.6 million	not listed
2014	430	$70.9 million	not listed
2013	487	$72.5 million	not listed
2012	657	$59.1 million	not listed
2011	714	$66.5 million	not listed
2010	856	$63.7 million	not listed
2009	1,108	$62.4 million	not listed

Bristol-Myers Squibb Retirement Income Plan

Pension (defined benefit), frozenMerged

Merged. In 2022 its assets moved to the Bristol Myers Squibb Savings & Investment Program, sponsored by Bristol-Myers Squibb Company (EIN 22-0790350, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 22-0790350
Participants (2018): 23,082
Net assets (2018): $4.3 billion
Plan administrator: Bristol-Myers Squibb Company Pension Committee
Route 206 Province Line Road
Princeton, NJ 08543
(800) 332-2056As filed for 2022
In effect since: January 1, 1971

Earlier plan names: Bristol-Myers Squibb Company Retirement Income Plan; Bristol-Myers Squibb, Inc. Retirement Plan; Bristol-Myers Squibb Retirement Income Plan Plan.

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	0	$4.8 million	not listed
2020	0	$4.6 million	not listed
2019	0	$821 million	not listed
2018	23,082	$4.3 billion	not listed
2017	23,955	$4.8 billion	not listed
2016	24,862	$4.2 billion	not listed
2015	25,572	$4.0 billion	not listed
2014	26,580	$4.3 billion	not listed
2013	36,121	$5.7 billion	not listed
2012	37,774	$5.0 billion	not listed
2011	39,911	$4.5 billion	not listed
2010	41,109	$4.7 billion	not listed
2009	42,330	$3.9 billion	not listed

Squibb Hourly Pension Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2020, which means its assets were paid out or moved and it no longer exists.

Plan number: 004Employer EIN 22-0790350
Participants (2016): 1,114
Net assets (2016): $100 million
Plan administrator: Bristol-Myers Squibb Company Pension Committee
Route 206 Province Line Road
Princeton, NJ 08543
(800) 332-2056As filed for 2020
In effect since: January 1, 1967

Year by year, 2009 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	0	$0	not listed
2019	0	$27,019	not listed
2018	0	$983	not listed
2017	0	$464,156	not listed
2016	1,114	$100 million	not listed
2015	1,181	$103 million	not listed
2014	1,252	$117 million	not listed
2013	1,328	$115 million	not listed
2012	1,404	$107 million	not listed
2011	1,472	$104 million	not listed
2010	1,568	$113 million	not listed
2009	1,643	$93.0 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((609) 252-4621). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
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.