Original filing (PDF)20250630122505NAL0016371424001

BRISTOL-MYERS SQUIBB COMPANY

Name: BRISTOL-MYERS SQUIBB COMPANY — BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN, Form 5500 (2024)
Creator: BRISTOL-MYERS SQUIBB COMPANY

Form 5500

FILING_RECEIVED

BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

167

Accounts w/ balance

283

Plan assets (EOY)

$67.3M

Net assets (EOY)

$67.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRISTOL-MYERS SQUIBB COMPANY.

Plan sponsor

Name

BRISTOL-MYERS SQUIBB COMPANY

EIN

22-0790350

Address

ROUTE 206 PROVINCE LINE ROAD · PRINCETON, NJ · 08543

Phone

(800) 332-2056

Industry

Manufacturingsee all

Plan administrator

Name

BRISTOL-MYERS SQUIBB COMPANY SAVINGS PLAN COMMITTEE

EIN

13-2863058

City

PRINCETON, NJ

Phone

(609) 252-4000

Plan characteristics

Plan number

007

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2O · ESOP (non-leveraged)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $66.7M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.