401(k) · DOL Form 5500 · 2022

Independence Blue Cross, LLC 401(k) Plan

Data updated 2026-08-25

$809M
Total assets Above avg plan size
3,858
Participants Above avg headcount
99th
Percentile by assets National rank
$209,784
Avg per participant Above avg balance/head
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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.

  • #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.

#9,023
in Finance & Insurance (9,261 peers)
-17.6%
assets change YoY
8.1×
vs typical plan assets (national mean)

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.

Independence Blue Cross Blue Chip Retirement Savings Plan's outsized position by total assets

Independence Blue Cross Blue Chip Retirement Savings Plan vs every filed plan by assets

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

$809,344,884 Top 1% higher than 99% 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

Independence Blue Cross Blue Chip Retirement 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. Independence Blue Cross Blue Chip Retirement Savings Plan lands in the large band (3,858 participants).

Published 5500 schedule card

Filing strip 463867722 · Independence Blue Cross, LLC PY 2022 · 401(k)

Independence Blue Cross Blue Chip Retirement Savings Plan · $809M · 3,858 · 99th

  • PART $809M
  • TYPE 3,858
  • NET 99th
  • BOOK 401(k)
  • VS-ST near Retirement Plan of Research Triangle Institute
  • BOY ind #9023

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 Pennsylvania →

Independence Blue Cross Blue Chip Retirement Savings Plan in the asset neighbourhood

Coca-Cola Consolidated, Inc. 401(k) PlanCoca-Cola Consolidated, Inc.…$810MYum Brands 401(k) Plan$810MRetirement Plan of Research Triangle InstituteRetirement Plan of Research …$809MIndependence Blue Cross Blue Chip Retirement Savings PlanIndependence Blue Cross Blue…$809MOrrick, Herrington & Sutcliffe LLP Retirement PlanOrrick, Herrington & Sutclif…$808M
End-of-year total assets ($M) among Independence Blue Cross Blue Chip Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$983M
Net Assets (End of Year)$809M
Net Income-$173M
Employer EIN463867722
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Blue Cross, LLC)

Sponsor-wide plan assets over time

All Independence Blue Cross, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 6.226697946567808% vs 2022
2024 filing year
$1.45B$1.5B$1.55B$1.6B$1.65B$1.7B 202220232024 $1.51B $1.61B ▲ +6.6%
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 Scatter plot of 6 data points. -50000050000100000150000 05101520 Total assets ($B) Participants Independence Blue Cross Blue Chip Retirement Savings Plan, Total assets ($B): 0.809344884 · Participants: 3858Independence Blue Cross Blue Chip Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Independence Blue Cross Blue Chip Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Independence Blue Cross Blue Chip Retirement Savings Plan side-by-side with 3 peers →

Independence Blue Cross Blue Chip Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Retirement Plan of Research Triangle Institute in NC ($809M); by covered participants it is Equinix, Inc. 401(k) Plan in CA (3,858 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($809M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,858 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 Independence Blue Cross Blue Chip Retirement Savings Plan assets move in 2022? ▼
Independence Blue Cross Blue Chip Retirement Savings Plan declined sharply - down 17.6% during 2022, from $983M to $809M. Reported net income was -$173M.
How have Independence Blue Cross, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Blue Cross, LLC's sponsor-wide assets grew 6.2%, from $1.5B to $1.6B.
Where does Independence Blue Cross Blue Chip Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Independence Blue Cross Blue Chip Retirement Savings Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Independence Blue Cross Blue Chip Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Plan of Research Triangle Institute in NC ($809M, 3,369 participants).
Which 401(k) plans cover a similar participant headcount to Independence Blue Cross Blue Chip Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Equinix, Inc. 401(k) Plan in CA (3,858 participants, $575M 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 463867722.

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.