Bristol-Myers Squibb Company Employee Incentive Thrift Plan — Form 5500 plan (Bristol-Myers Squibb Company)

Plain-English plan 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, Bristol-Myers Squibb Company Employee Incentive Thrift Plan is a benefit plan reported by Bristol-Myers Squibb Company under EIN 22-0790350 and plan number 007. The latest loaded filing year is 2023. The filing reports 296 participants and $60,622,412 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$60.6MPlan net assets, end of year$60,622,412
Participants296Covered participants reported
Assets / participant$204.8KComputed: assets ÷ participants$204,805 (computed)
Provider compensationNone reported
Plan sponsor
Bristol-Myers Squibb Company
EIN
22-0790350
Plan number
007
Plan type
2
Location
Princeton, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023296H20240823172506NAL0003797379001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$60.6M total assets
Net assets$60.6MLiabilities
Money in vs. money out
Total income / additions$7.3M
Total expenses$8.5M
Benefits paid / distributions$8.5M
Contributions
Employer$883.7K
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$60,622,412
Net assets (EOY)
$60,622,412
Net assets (BOY)
$62,527,177

Income & contributions

Employer contributions
$883,651
Participant contributions
$1,513,018
Total contributions
$2,637,833
Total income / additions
$7,316,537

Expenses & distributions

Benefits paid
$8,513,043
Total expenses
$8,513,043
Net increase / (decrease)
-$1,196,506
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income116%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages