Defined Benefit (Pension) · DOL Form 5500 · 2022
Blue Cross and Blue Shield of Alabama Pension Plan
Data updated 2026-08-25
- $655M
- Total assets Above avg plan size
- 2,154
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $304,290
- Avg per participant High balance/head
Official DOL plan name: Blue Cross and Blue Shield of Alabama Retirement Plan · Sponsored by Blue Cross and Blue Shield of Alabama · Alabama · Finance & Insurance
$655M in assets, 2,154 participants
Blue Cross and Blue Shield of Alabama's Blue Cross and Blue Shield of Alabama Retirement Plan reported $655M in total assets and 2,154 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.
- #8,965 in Finance & Insurance (9,261 peers)
Coverage in Alabama
Blue Cross and Blue Shield of Alabama Retirement Plan covers 2,154 participants in Alabama, 6.0x the typical Alabama plan (state average ~360 per filing). Assets: $655M.
- #8,965
- in Finance & Insurance (9,261 peers)
- -20.6%
- assets change YoY
- 6.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $171M 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 Alabama Retirement Plan's outsized position by total assets
Blue Cross and Blue Shield of Alabama Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$655,441,132 Top 2% higher than 98% of 139,123 filed plans
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 Alabama Retirement 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 Alabama Retirement Plan lands in the large band (2,154 participants).
EBSA filing schedule strip
Filing strip 630103830 · Blue Cross and Blue Shield of Alabama PY 2022 · Defined Benefit (Pension)
Blue Cross and Blue Shield of Alabama Retirement Plan · $655M · 2,154 · 98th
- RANK $655M
- PHOTO 2,154
- IND 98th
- EOY Defined Benefit (Pension)
- 5500 near Georgia Stevedore Association International Longshoremen's Association Pension Plan
- ASSETS ind #8965
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 Alabama Retirement Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $826M |
|---|---|
| Net Assets (End of Year) | $655M |
| Net Income | -$171M |
| Employer EIN | 630103830 |
| Plan Effective Date | 1947-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross and Blue Shield of Alabama)
Sponsor-wide plan assets over time
All Blue Cross and Blue Shield of Alabama plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 24.274707944629725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,241 | $1.3B |
| 2023 | 2 | 6,026 | $1.5B |
| 2024 | 2 | 6,246 | $1.6B |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 309
- Regions Financial Corporation Retirement Plan for Associates $700M · 2,672
- Vulcan Materials Company Pension Plan $503M · 879
- American Cast Iron Pipe Company Pension Plan $432M · 869
- Alabama Farmers Federation and Affiliated Companies Retirement Plan $397M · 1,054
Blue Cross and Blue Shield of Alabama Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Georgia Stevedore Association International Longshoremen's Association Pension Plan in GA ($655M); by covered participants it is Cedars-Sinai Health System Defined Benefit Retirement Plan in CA (2,155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($655M here).
- Georgia Stevedore Association International Longshoremen's Association Pension Plan (GA) $655M · 2,859
- Totalenergies Finance USA, Inc. Pension Plan (TX) $655M · 563
- Blue Cross Blue Shield of Michigan Represented Employees' Retirement Income Plan (MI) $656M · 1,612
- Federated Mutual Retirement Plan (MN) $654M · 2,377
Similar participant headcount
Nearest other-state filings by covered participants (2,154 participants); asset peers above are excluded.
- Cedars-Sinai Health System Defined Benefit Retirement Plan (CA) 2,155 · 1 off
- Teamsters National Pipe Line Pension Plan (MN) 2,150 · 4 off
- Keysight Technologies, Inc. Retirement Plan (CA) 2,158 · 4 off
- Cement Masons Southern California Pension Trust (CA) 2,159 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.