Defined Benefit (Pension) · DOL Form 5500 · 2022

Capital Blue Cross Pension Plan

Data updated 2026-08-25

$154M
Total assets Near avg plan size
830
Participants Near avg headcount
95th
Percentile by assets National rank
$185,340
Avg per participant Above avg balance/head
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Official DOL plan name: Capital Blue Cross Retirement Plan · Sponsored by Capital Blue Cross · Pennsylvania · Finance & Insurance

$154M in assets, 830 participants

Capital Blue Cross's Capital Blue Cross Retirement Plan reported $154M in total assets and 830 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,444 in Finance & Insurance (9,261 peers)

Where Capital Blue Cross Retirement Plan sits by assets

Capital Blue Cross Retirement Plan sits in the top 5% of all filed plans by assets, $154M for 830 participants (~$185,340/participant), down 23.0% in 2022.

#8,444
in Finance & Insurance (9,261 peers)
-23.0%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capital Blue Cross Retirement Plan's outsized position by total assets

Capital Blue Cross Retirement Plan vs every filed plan by assets

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

$153,831,990 Top 5% higher than 95% 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 Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Blue Cross Retirement Plan sits mid-pack in the medium band (830 participants).

Plan-year Form 5500 strip

Filing strip 230455154 · Capital Blue Cross PY 2022 · Defined Benefit (Pension)

Capital Blue Cross Retirement Plan · $154M · 830 · 95th

  • NET $154M
  • NET 830
  • NET 95th
  • NET Defined Benefit (Pension)
  • NET near Associated Wholesale Grocers, Inc. Restated Retirement Plan
  • NET ind #8444

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 Retirement Plan in the asset neighbourhood

Constellium Rolled Products-Ravenswood LLC Hourly Employees Retirement PlanConstellium Rolled Products-…$154MQbe Pension Equity Plan$154MBanco Santander USA Offices Retirement PlanBanco Santander USA Offices …$154MAssociated Wholesale Grocers, Inc. Restated Retirement PlanAssociated Wholesale Grocers…$154MCapital Blue Cross Retirement PlanCapital Blue Cross Retiremen…$154M
End-of-year total assets ($M) among Capital Blue Cross Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$200M
Net Assets (End of Year)$154M
Net Income-$46M
Employer EIN230455154
Plan Effective Date1947-03-01
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 Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Capital Blue Cross Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Capital Blue Cross Retirement Plan, Total assets ($B): 0.15383199 · Participants: 830Capital Blue Cross Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Capital Blue Cross Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Capital Blue Cross Retirement Plan side-by-side with 3 peers →

Capital Blue Cross Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Associated Wholesale Grocers, Inc. Restated Retirement Plan in KS ($154M); by covered participants it is Permanente Physicians Retirement Plan in OR (830 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (830 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 Retirement Plan assets move in 2022? ▼
Capital Blue Cross Retirement Plan declined sharply - down 23.0% during 2022, from $200M to $154M. Reported net income was -$46M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Capital Blue Cross Retirement Plan ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to Capital Blue Cross Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Associated Wholesale Grocers, Inc. Restated Retirement Plan in KS ($154M, 565 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Capital Blue Cross Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Permanente Physicians Retirement Plan in OR (830 participants, $652M 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.