Defined Benefit (Pension) · DOL Form 5500 · 2022
Blue Cross Blue Shield of Massachusetts, Inc. Pension Plan
Data updated 2026-08-11
- $911M
- Total assets
- 3,181
- Participants
- 99th
- Percentile by assets
- $286,275
- Avg per participant
Official DOL plan name: Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust · Sponsored by Blue Cross Blue Shield of Massachusetts, Inc. · Massachusetts · Finance & Insurance
$911M in assets, 3,181 participants
Blue Cross Blue Shield of Massachusetts, Inc.'s Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust reported $911M in total assets and 3,181 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)
- #9,044 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust covers 3,181 participants in Massachusetts, 4.8x the typical Massachusetts plan (state average ~659 per filing). Assets: $911M.
- $911M
- total plan assets (2022 EOY)
- 3,181
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $286,275
- avg assets per participant
The plan reported a net loss of $345M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust reports 3,181 participants - 4.8x that state average ($911M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $909M |
| Net Income | -$345M |
| Employer EIN | 041045815 |
| Plan Effective Date | 1944-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross Blue Shield of Massachusetts, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,992 | $1.8B |
| 2023 | 2 | 6,927 | $2.0B |
| 2024 | 2 | 7,064 | $2.1B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust by total assets, not by location.
- Duquesne Light Company Defined Benefit Retirement Plan (PA) $909M · 396
- New Century Energies Inc Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees (MN) $909M · 1,935
- Honeywell Retirement Earnings Plan for Aerospace Employees of Honeywell Federal Manufacturing & Technologies, LLC (NC) $909M · 1,001
- United Brotherhood of Carpenters Pension Fund United States Segment (NV) $907M · 1,316
Frequently Asked Questions
How did Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust assets move in 2022? ▼
How have Blue Cross Blue Shield of Massachusetts, Inc. plan assets changed over time? ▼
Where does Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust? ▼
Next read for Blue Cross and Blue Shield of Massachuse…
Filing takeaways
Ways to act on Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust's numbers.
- By total assets, Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
- Blue Cross Blue Shield of Massachusetts, Inc.'s sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Finance & Insurance plans