401(k) · DOL Form 5500 · 2022
Blue Cross and Blue Shield of North Carolina 401(k) Plan
Data updated 2026-08-06
- $1.1B
- Total assets
- 5,029
- Participants
- 99th
- Percentile by assets
- $217,094
- Avg per participant
Official DOL plan name: Blue Cross and Blue Shield of North Carolina 401(k) Plan · Sponsored by Blue Cross and Blue Shield of North Carolina · North Carolina · Finance & Insurance
$1.1B in assets, 5,029 participants
Blue Cross and Blue Shield of North Carolina's Blue Cross and Blue Shield of North Carolina 401(k) Plan reported $1.1B in total assets and 5,029 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 139,258 plans)
- #9,081 in Finance & Insurance (9,267 peers)
Coverage in North Carolina
Blue Cross and Blue Shield of North Carolina 401(k) Plan covers 5,029 participants in North Carolina, 5.9x the typical North Carolina plan (state average ~846 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2022 EOY)
- 5,029
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $217,094
- avg assets per participant
The plan reported a net loss of $178M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 846 participants across 3,325 plans. Blue Cross and Blue Shield of North Carolina 401(k) Plan reports 5,029 participants - 5.9x that state average ($1.1B EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$178M |
| Employer EIN | 560894904 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross and Blue Shield of North Carolina)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,108 | $1.1B |
| 2023 | 2 | 5,272 | $1.3B |
| 2024 | 2 | 5,693 | $1.4B |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Blue Cross and Blue Shield of North Carolina 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Scale composition for Blue Cross and Blue Shield of North Carolina 401(k) Plan
Blue Cross and Blue Shield of North Carolina 401(k) Plan reports $1.1B in end-of-year assets across 5,029 participants (0.009% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 covered participants) - about $217,094 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2022 was -$178M.
This plan identity (EIN 560894904, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.4B (+30.2%) while covered participants moved from 5,029 to 5,572 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,029 | $1.1B | This page |
| 2023 | 5,138 | $1.3B | Open filing |
| 2024 · index core | 5,572 | $1.4B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Blue Cross and Blue Shield of North Carolina 401(k) Plan (401(k), $1.4B, 5,572 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Blue Cross and Blue Shield of North Carolina 401(k) Plan by total assets, not by location.
- Blue Cross Blue Shield of Michigan Employees' Savings Plan (MI) $1.1B · 5,845
- Olin Corporation Contributing Employee Ownership Plan (MO) $1.1B · 6,684
- Savings Program for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy Facilities at Oak Ridge, Tennessee (TN) $1.1B · 5,711
- Cambia Health Solutions, Inc. 401(k) Savings Plan (OR) $1.1B · 4,410
Frequently Asked Questions
How did Blue Cross and Blue Shield of North Carolina 401(k) Plan assets move in 2022? ▼
How have Blue Cross and Blue Shield of North Carolina plan assets changed over time? ▼
Where does Blue Cross and Blue Shield of North Carolina 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Blue Cross and Blue Shield of North Carolina 401(k) Plan? ▼
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Filing takeaways
Ways to act on Blue Cross and Blue Shield of North Carolina 401(k) Plan's numbers.
- By total assets, Blue Cross and Blue Shield of North Carolina 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Blue Cross and Blue Shield of North Carolina's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Finance & Insurance plans