401(k) · DOL Form 5500 · 2022

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Plan

Data updated 2026-08-11

$321M
Total assets: 2,030
Participants: 97th
Percentile by assets: $157,923
Avg per participant

Official DOL plan name: Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan · Sponsored by Blue Cross and Blue Shield of Arizona, Inc. · Arizona · Finance & Insurance

$321M in assets, 2,030 participants

Blue Cross and Blue Shield of Arizona, Inc.'s Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan reported $321M in total assets and 2,030 participants in its 2022 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

97th percentile by assets (of 139,126 plans)
#8,761 in Finance & Insurance (9,261 peers)

Coverage in Arizona

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan covers 2,030 participants in Arizona, 3.6x the typical Arizona plan (state average ~564 per filing). Assets: $321M.

$321M
total plan assets (2022 EOY): 2,030
covered participants: 97th
percentile by assets (of 139,126 plans): $157,923
avg assets per participant

The plan reported a net loss of $55M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan sits by total assets

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$320,584,488 Top 3% higher than 97% of 139,123 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State

Arizona

Industry

Finance & Insurance

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan reports 2,030 participants - 3.6x that state average ($321M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)	$376M
Net Assets (End of Year)	$321M
Net Income	-$55M
Employer EIN	860004538
Plan Effective Date	1984-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Blue Cross and Blue Shield of Arizona, Inc.)

Total plan assets by year, all Blue Cross and Blue Shield of Arizona, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	2,638	$737M
2023	3	3,888	$674M
2024	3	3,226	$745M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Banner Health Employees 401(k) Plan $3.6B · 50,602
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
Republic Services, Inc. 401(k) Plan $1.8B · 28,320
Stantec 401(k) Plan $1.7B · 8,764
Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895

Compare Blue Cross and Blue Shield of Arizona, I… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan by total assets, not by location.

Pitt Ohio Express, LLC Profit Sharing Plan 401(k) (PA) $321M · 3,748
O'neal Steel 401(k) Plan (AL) $321M · 2,418
Duncan Aviation, Inc. 401(k) Retirement Plan (NE) $320M · 2,509
Cherokee Nation Businesses LLC 401(k) Plan (OK) $321M · 6,151

Frequently Asked Questions

How did Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan assets move in 2022? ▼

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan pulled back noticeably - down 14.7% during 2022, from $376M to $321M. Reported net income was -$55M.

How have Blue Cross and Blue Shield of Arizona, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Blue Cross and Blue Shield of Arizona, Inc.'s sponsor-wide assets grew 1.0%, from $737M to $745M.

Where does Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pitt Ohio Express, LLC Profit Sharing Plan 401(k) in PA ($321M, 3,748 participants).

Next read for Blue Cross and Blue Shield of Arizona, I…

Filing takeaways

Ways to act on Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan's numbers.

By total assets, Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
Blue Cross and Blue Shield of Arizona, Inc.'s sponsor-wide assets have grown 1.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860004538.