401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$321M
Total assets Above avg plan size
2,030
Participants Near avg headcount
97th
Percentile by assets National rank
$157,923
Avg per participant Above avg balance/head
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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.

  • #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.

#8,761
in Finance & Insurance (9,261 peers)
-14.7%
assets change YoY
3.2×
vs typical plan assets (national mean)

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.

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan's outsized position 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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan lands in the large band (2,030 participants).

DOL schedule card

Filing strip 860004538 · Blue Cross and Blue Shield of Arizona, Inc. PY 2022 · 401(k)

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan · $321M · 2,030 · 97th

  • IND $321M
  • EOY 2,030
  • 5500 97th
  • ASSETS 401(k)
  • PCT near Pitt Ohio Express, LLC Profit Sharing Plan 401(k)
  • EIN ind #8761

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Arizona →

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan in the asset neighbourhood

Cherokee Nation Businesses LLC 401(k) PlanCherokee Nation Businesses L…$321MO'neal Steel 401(k) Plan$321MBlue Cross and Blue Shield of Arizona, Inc. 401(k) Savings PlanBlue Cross and Blue Shield o…$321MPitt Ohio Express, LLC Profit Sharing Plan 401(k)Pitt Ohio Express, LLC Profi…$321MDuncan Aviation, Inc. 401(k) Retirement PlanDuncan Aviation, Inc. 401(k)…$320M
End-of-year total assets ($M) among Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$376M
Net Assets (End of Year)$321M
Net Income-$55M
Employer EIN860004538
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Blue Cross and Blue Shield of Arizona, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$745M 1.026874926069922% vs 2022
2024 filing year
$650M$700M$750M$800M 202220232024 $737M $745M ▲ +1.0%
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 Scatter plot of 6 data points. -200000200004000060000 01234 Total assets ($B) Participants Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan, Total assets ($B): 0.320584488 · Participants: 2030Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Pitt Ohio Express, LLC Profit Sharing Plan 401(k) in PA ($321M); by covered participants it is R.E. Michel Company, LLC 401(k) Profit Sharing and Savings Plan in MD (2,030 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($321M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,030 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.E. Michel Company, LLC 401(k) Profit Sharing and Savings Plan in MD (2,030 participants, $71M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.