401(k) · DOL Form 5500 · 2022
Independence Blue Cross, LLC 401(k) Plan
Data updated 2026-08-11
- $809M
- Total assets
- 3,858
- Participants
- 99th
- Percentile by assets
- $209,784
- Avg per participant
Official DOL plan name: Independence Blue Cross Blue Chip Retirement Savings Plan · Sponsored by Independence Blue Cross, LLC · Pennsylvania · Finance & Insurance
$809M in assets, 3,858 participants
Independence Blue Cross, LLC's Independence Blue Cross Blue Chip Retirement Savings Plan reported $809M in total assets and 3,858 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #9,023 in Finance & Insurance (9,261 peers)
Coverage in Pennsylvania
Independence Blue Cross Blue Chip Retirement Savings Plan covers 3,858 participants in Pennsylvania, 4.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $809M.
- $809M
- total plan assets (2022 EOY)
- 3,858
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $209,784
- avg assets per participant
The plan reported a net loss of $173M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Independence Blue Cross Blue Chip Retirement Savings Plan reports 3,858 participants - 4.7x that state average ($809M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $983M |
|---|---|
| Net Assets (End of Year) | $809M |
| Net Income | -$173M |
| Employer EIN | 463867722 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Independence Blue Cross, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,263 | $1.5B |
| 2023 | 2 | 5,347 | $1.7B |
| 2024 | 2 | 5,530 | $1.6B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Independence Blue Cross Blue Chip Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Independence Blue Cross Blue Chip Retirement Savings Plan by total assets, not by location.
- Retirement Plan of Research Triangle Institute (NC) $809M · 3,369
- Yum Brands 401(k) Plan (KY) $810M · 20,258
- Orrick, Herrington & Sutcliffe LLP Retirement Plan (WV) $808M · 1,866
- Coca-Cola Consolidated, Inc. 401(k) Plan (NC) $810M · 13,596
Frequently Asked Questions
How did Independence Blue Cross Blue Chip Retirement Savings Plan assets move in 2022? ▼
How have Independence Blue Cross, LLC plan assets changed over time? ▼
Where does Independence Blue Cross Blue Chip Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Independence Blue Cross Blue Chip Retirement Savings Plan? ▼
Next read for Independence Blue Cross Blue Chip Retire…
Filing takeaways
Ways to act on Independence Blue Cross Blue Chip Retirement Savings Plan's numbers.
- By total assets, Independence Blue Cross Blue Chip Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Independence Blue Cross, LLC's sponsor-wide assets have grown 6.2% since 2022 across 3 plan years on file. More Finance & Insurance plans