Defined Benefit (Pension) · DOL Form 5500 · 2022
Capital Blue Cross Pension Plan
Data updated 2026-08-11
- $154M
- Total assets
- 830
- Participants
- 95th
- Percentile by assets
- $185,340
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $154M
- total plan assets (2022 EOY)
- 830
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $185,340
- avg assets per participant
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.
Where Capital Blue Cross Retirement Plan sits 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
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 vs the 2022 asset distribution
By assets, Capital Blue Cross Retirement Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $200M |
|---|---|
| Net Assets (End of Year) | $154M |
| Net Income | -$46M |
| Employer EIN | 230455154 |
| Plan Effective Date | 1947-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital Blue Cross)
| 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
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Capital Blue Cross Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Capital Blue Cross Retirement Plan assets move in 2022? ▼
How have Capital Blue Cross plan assets changed over time? ▼
Where does Capital Blue Cross Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Capital Blue Cross Retirement Plan? ▼
Next read for Capital Blue Cross Retirement Plan
Scale reading
Ways to act on Capital Blue Cross Retirement Plan's numbers.
- By total assets, Capital Blue Cross Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
- Capital Blue Cross's sponsor-wide assets have declined 4.9% since 2022 across 3 plan years on file. More Finance & Insurance plans