401(k) · DOL Form 5500 · 2022

Capital Blue Cross 401(k) Plan

Data updated 2026-08-25

$380M
Total assets Above avg plan size
2,123
Participants Near avg headcount
97th
Percentile by assets National rank
$179,092
Avg per participant Above avg balance/head
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Official DOL plan name: Capital Blue Cross Employee Savings Plan · Sponsored by Capital Blue Cross · Pennsylvania · Finance & Insurance

$380M in assets, 2,123 participants

Capital Blue Cross's Capital Blue Cross Employee Savings Plan reported $380M in total assets and 2,123 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,824 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Capital Blue Cross Employee Savings Plan covers 2,123 participants in Pennsylvania, 2.6x the typical Pennsylvania plan (state average ~822 per filing). Assets: $380M.

#8,824
in Finance & Insurance (9,261 peers)
-18.4%
assets change YoY
3.8×
vs typical plan assets (national mean)

The plan reported a net loss of $85M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capital Blue Cross Employee Savings Plan's outsized position by total assets

Capital Blue Cross Employee Savings Plan vs every filed plan by assets

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

$380,211,672 Top 3% higher than 97% 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

Capital Blue Cross Employee Savings 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. Capital Blue Cross Employee Savings Plan lands in the large band (2,123 participants).

Form 5500 schedule snapshot

Filing strip 230455154 · Capital Blue Cross PY 2022 · 401(k)

Capital Blue Cross Employee Savings Plan · $380M · 2,123 · 97th

  • ASSETS $380M
  • PCT 2,123
  • EIN 97th
  • RANK 401(k)
  • PHOTO near Electrolux Home Products, Inc. Retirement Savings Plan
  • IND ind #8824

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 Pennsylvania →

Capital Blue Cross Employee Savings Plan in the asset neighbourhood

Sephora Retirement Plan$381MElectrolux Home Products, Inc. Retirement Savings PlanElectrolux Home Products, In…$380MCapital Blue Cross Employee Savings PlanCapital Blue Cross Employee …$380MTwilio 401(k) Plan$380MUPS/Ibt Local 2727 401 (K) PlanUPS/Ibt Local 2727 401 (K) P…$380M
End-of-year total assets ($M) among Capital Blue Cross Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$466M
Net Assets (End of Year)$380M
Net Income-$85M
Employer EIN230455154
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Blue Cross)

Sponsor-wide plan assets over time

All Capital Blue Cross plans reported in each filing year

Latest sponsor-wide plan assets
$508M 4.916433405776473% vs 2022
2024 filing year
$500M$510M$520M$530M$540M 202220232024 $534M $508M ▼ -4.9%
Year Plans Participants Total Assets
2022 2 2,953 $534M
2023 2 3,028 $537M
2024 2 2,360 $508M

Nearby 401(k) Plans in Pennsylvania

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

Capital Blue Cross Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Capital Blue Cross Employee Savings Plan, Total assets ($B): 0.380211672 · Participants: 2123Capital Blue Cross Employee Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Capital Blue Cross Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Capital Blue Cross Employee Savings Plan side-by-side with 3 peers →

Capital Blue Cross Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Electrolux Home Products, Inc. Retirement Savings Plan in NC ($380M); by covered participants it is Infineon Technologies Savings Plan in CA (2,123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($380M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,123 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 Capital Blue Cross Employee Savings Plan assets move in 2022? ▼
Capital Blue Cross Employee Savings Plan declined sharply - down 18.4% during 2022, from $466M to $380M. Reported net income was -$85M.
How have Capital Blue Cross plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Blue Cross's sponsor-wide assets declined 4.9%, from $534M to $508M.
Where does Capital Blue Cross Employee Savings Plan rank by assets among Form 5500 filers? ▼
Capital Blue Cross Employee Savings Plan ranks in the 97th 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 Capital Blue Cross Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Electrolux Home Products, Inc. Retirement Savings Plan in NC ($380M, 2,736 participants).
Which 401(k) plans cover a similar participant headcount to Capital Blue Cross Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infineon Technologies Savings Plan in CA (2,123 participants, $527M 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 230455154.

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.