401(k) · DOL Form 5500 · 2022

Blue Cross Blue Shield of Alabama 401(k) Plan

Data updated 2026-08-25

$626M
Total assets Above avg plan size
4,087
Participants Above avg headcount
98th
Percentile by assets National rank
$153,122
Avg per participant Above avg balance/head
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Official DOL plan name: Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan · Sponsored by Blue Cross Blue Shield of Alabama · Alabama · Finance & Insurance

$626M in assets, 4,087 participants

Blue Cross Blue Shield of Alabama's Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan reported $626M in total assets and 4,087 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,956 in Finance & Insurance (9,261 peers)

Coverage in Alabama

Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan covers 4,087 participants in Alabama, 11x the typical Alabama plan (state average ~360 per filing). Assets: $626M.

#8,956
in Finance & Insurance (9,261 peers)
-16.4%
assets change YoY
6.3×
vs typical plan assets (national mean)

The plan reported a net loss of $146M 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 Al 401(k) Plan Salary Deferral Plan's outsized position by total assets

Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan vs every filed plan by assets

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

$625,808,977 Top 2% higher than 98% 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 Al 401(k) Plan Salary Deferral 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 Al 401(k) Plan Salary Deferral Plan lands in the large band (4,087 participants).

Plan-year Form 5500 strip

Filing strip 630103830 · Blue Cross Blue Shield of Alabama PY 2022 · 401(k)

Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan · $626M · 4,087 · 98th

  • EBSA $626M
  • PART 4,087
  • TYPE 98th
  • NET 401(k)
  • BOOK near Homeservices Retirement Savings Plan
  • VS-ST ind #8956

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 Alabama →

Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan in the asset neighbourhood

Lennox International Inc. Merged Profit Sharing and 401(k) Retirement Plan for Salaried EmployeesLennox International Inc. Me…$626MDuly Health and Care 401(k) Plan.Duly Health and Care 401(k) …$626MTransocean U.S. Savings Plan$626MHomeservices Retirement Savings PlanHomeservices Retirement Savi…$626MBlue Cross and Blue Shield of Al 401(k) Plan Salary Deferral PlanBlue Cross and Blue Shield o…$626M
End-of-year total assets ($M) among Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$749M
Net Assets (End of Year)$626M
Net Income-$146M
Employer EIN630103830
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Cross Blue Shield of Alabama)

Sponsor-wide plan assets over time

All Blue Cross Blue Shield of Alabama plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 24.274707944629725% vs 2022
2024 filing year
$1.2B$1.3B$1.4B$1.5B$1.6B$1.7B 202220232024 $1.28B $1.59B ▲ +24.2%
Year Plans Participants Total Assets
2022 2 6,241 $1.3B
2023 2 6,026 $1.5B
2024 2 6,246 $1.6B

Nearby 401(k) Plans in Alabama

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

Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050001000015000200002500030000 0.511.522.53 Total assets ($B) Participants Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan, Total assets ($B): 0.625808977 · Participants: 4087Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan side-by-side with 3 peers →

Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Homeservices Retirement Savings Plan in MN ($626M); by covered participants it is Red Bull North America, Inc. Retirement Income Plan in CA (4,088 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,087 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 Al 401(k) Plan Salary Deferral Plan assets move in 2022? ▼
Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan declined sharply - down 16.4% during 2022, from $749M to $626M. Reported net income was -$146M.
How have Blue Cross Blue Shield of Alabama plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Cross Blue Shield of Alabama's sponsor-wide assets grew 24.3%, from $1.3B to $1.6B.
Where does Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan rank by assets among Form 5500 filers? ▼
Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan ranks in the 98th 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 Al 401(k) Plan Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by assets is Homeservices Retirement Savings Plan in MN ($626M, 4,485 participants).
Which 401(k) plans cover a similar participant headcount to Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Bull North America, Inc. Retirement Income Plan in CA (4,088 participants, $256M 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 630103830.

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.