Defined Benefit (Pension) · DOL Form 5500 · 2022

Blue Cross Blue Shield of Massachusetts, Inc. Pension Plan

Data updated 2026-08-25

$911M
Total assets Above avg plan size
3,181
Participants Above avg headcount
99th
Percentile by assets National rank
$286,275
Avg per participant High balance/head
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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.

  • #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.

#9,044
in Finance & Insurance (9,261 peers)
-27.6%
assets change YoY
9.1×
vs typical plan assets (national mean)

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.

Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust's outsized position by total assets

Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust vs every filed plan by assets

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

$910,640,506 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

Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust'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 Massachusetts, Inc. Retirement Income Trust lands in the large band (3,181 participants).

Published 5500 schedule card

Filing strip 041045815 · Blue Cross Blue Shield of Massachusetts, Inc. PY 2022 · Defined Benefit (Pension)

Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust · $911M · 3,181 · 99th

  • IND $911M
  • EOY 3,181
  • 5500 99th
  • ASSETS Defined Benefit (Pension)
  • PCT near Duquesne Light Company Defined Benefit Retirement Plan
  • EIN ind #9044

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 Massachusetts →

Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust in the asset neighbourhood

Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income TrustBlue Cross and Blue Shield o…$911MDuquesne Light Company Defined Benefit Retirement PlanDuquesne Light Company Defin…$909MNew Century Energies Inc Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit EesNew Century Energies Inc Ret…$909MHoneywell Retirement Earnings Plan for Aerospace Employees of Honeywell Federal Manufacturing & Technologies, LLCHoneywell Retirement Earning…$909MUnited Brotherhood of Carpenters Pension Fund United States SegmentUnited Brotherhood of Carpen…$907M
End-of-year total assets ($M) among Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$909M
Net Income-$345M
Employer EIN041045815
Plan Effective Date1944-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Cross Blue Shield of Massachusetts, Inc.)

Sponsor-wide plan assets over time

All Blue Cross Blue Shield of Massachusetts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 16.187976712569725% vs 2022
2024 filing year
$1.7B$1.8B$1.9B$2B$2.1B$2.2B 202220232024 $1.79B $2.08B ▲ +16.2%
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 Scatter plot of 6 data points. 0200004000060000 0246810 Total assets ($B) Participants Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust, Total assets ($B): 0.910640506 · Participants: 3181Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income TrustConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust side-by-side with 3 peers →

Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Duquesne Light Company Defined Benefit Retirement Plan in PA ($909M); by covered participants it is Retirement Plan for the Hourly Employees of Msd in NJ (3,186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,181 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 Massachusetts, Inc. Retirement Income Trust assets move in 2022? ▼
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust declined sharply - down 27.6% during 2022, from $1.3B to $911M. Reported net income was -$345M.
How have Blue Cross Blue Shield of Massachusetts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Cross Blue Shield of Massachusetts, Inc.'s sponsor-wide assets grew 16.2%, from $1.8B to $2.1B.
Where does Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust rank by assets among Form 5500 filers? ▼
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust 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 Defined Benefit (Pension) plans are similar in size to Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Duquesne Light Company Defined Benefit Retirement Plan in PA ($909M, 396 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for the Hourly Employees of Msd in NJ (3,186 participants, $673M 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 041045815.

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.