401(k) · DOL Form 5500 · 2022
California Physicians Service, Dba Blue Shield of Ca 401(k) Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 8,169
- Participants
- 99th
- Percentile by assets
- $142,752
- Avg per participant
Official DOL plan name: Blue Shield of California Tax Deferred Salary Investment Plan · Sponsored by California Physicians Service, Dba Blue Shield of Ca · California · Finance & Insurance
$1.2B in assets, 8,169 participants
California Physicians Service, Dba Blue Shield of Ca's Blue Shield of California Tax Deferred Salary Investment Plan reported $1.2B in total assets and 8,169 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)
- #9,088 in Finance & Insurance (9,261 peers)
Coverage in California
Blue Shield of California Tax Deferred Salary Investment Plan covers 8,169 participants in California, 13x the typical California plan (state average ~630 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2022 EOY)
- 8,169
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $142,752
- avg assets per participant
The plan reported a net loss of $187M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Blue Shield of California Tax Deferred Salary Investment Plan reports 8,169 participants - 13x that state average ($1.2B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$187M |
| Employer EIN | 940360524 |
| Plan Effective Date | 1983-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Physicians Service, Dba Blue Shield of Ca)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,173 | $1.7B |
| 2023 | 2 | 10,587 | $2.0B |
| 2024 | 2 | 9,714 | $2.2B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Blue Shield of California Tax Deferred Salary Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Scale composition for Blue Shield of California Tax Deferred Salary Investment Plan
Blue Shield of California Tax Deferred Salary Investment Plan reports $1.2B in end-of-year assets across 8,169 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $142,752 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2022 was -$187M.
This plan identity (EIN 940360524, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.7B (+44.3%) while covered participants moved from 8,169 to 7,242 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,169 | $1.2B | This page |
| 2023 | 7,821 | $1.4B | Open filing |
| 2024 · index core | 7,242 | $1.7B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Blue Shield of California Tax Deferred Salary Investment Plan (401(k), $1.7B, 7,242 participants)
- Blue Shield of California Employees Retirement Plan (Defined Benefit (Pension), $562M, 2,472 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Blue Shield of California Tax Deferred Salary Investment Plan by total assets, not by location.
- Alliant Energy Corporation 401(k) Savings Plan (WI) $1.2B · 3,263
- UPS/Ipa 401 (K) Savings Plan (KY) $1.2B · 2,992
- Commercial Metals Companies Retirement Plan (TX) $1.2B · 7,424
- Community Health Network 401(k) Retirement Plan (IN) $1.2B · 16,146
Frequently Asked Questions
How did Blue Shield of California Tax Deferred Salary Investment Plan assets move in 2022? ▼
How have California Physicians Service, Dba Blue Shield of Ca plan assets changed over time? ▼
Where does Blue Shield of California Tax Deferred Salary Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Blue Shield of California Tax Deferred Salary Investment Plan? ▼
Next read for Blue Shield of California Tax Deferred S…
Filing takeaways
Ways to act on Blue Shield of California Tax Deferred Salary Investment Plan's numbers.
- By total assets, Blue Shield of California Tax Deferred Salary Investment 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 California. Compare plans
- California Physicians Service, Dba Blue Shield of Ca's sponsor-wide assets have grown 32.5% since 2022 across 3 plan years on file. More Finance & Insurance plans