401(k) · DOL Form 5500 · 2022
Blue Cross and Blue Shield of North Carolina 401(k) Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 5,029
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $217,094
- Avg per participant Above avg balance/head
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.
- #9,075 in Finance & Insurance (9,261 peers)
Coverage in North Carolina
Blue Cross and Blue Shield of North Carolina 401(k) Plan covers 5,029 participants in North Carolina, 6.1x the typical North Carolina plan (state average ~819 per filing). Assets: $1.1B.
- #9,075
- in Finance & Insurance (9,261 peers)
- -6.1%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
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.
Blue Cross and Blue Shield of North Carolina 401(k) Plan's outsized position by total assets
Blue Cross and Blue Shield of North Carolina 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,091,767,775 Top 1% higher than 99% 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
Blue Cross and Blue Shield of North Carolina 401(k) 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. Blue Cross and Blue Shield of North Carolina 401(k) Plan lands in the large band (5,029 participants).
EBSA filing schedule strip
Filing strip 560894904 · Blue Cross and Blue Shield of North Carolina PY 2022 · 401(k)
Blue Cross and Blue Shield of North Carolina 401(k) Plan · $1.1B · 5,029 · 99th
- PCT $1.1B
- PCT 5,029
- PCT 99th
- PCT 401(k)
- PCT near Blue Cross Blue Shield of Michigan Employees' Savings Plan
- PCT ind #9075
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 North Carolina →
Blue Cross and Blue Shield of North Carolina 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Blue Cross and Blue Shield of North Carolina plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 30.15328907813077% vs 2022
- 2024 filing year
| 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.
- 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 $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 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)
Blue Cross and Blue Shield of North Carolina 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Blue Cross Blue Shield of Michigan Employees' Savings Plan in MI ($1.1B); by covered participants it is Fareway Stores, Inc. 401(k) Profit Sharing Plan in IA (5,028 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,029 participants); asset peers above are excluded.
- Fareway Stores, Inc. 401(k) Profit Sharing Plan (IA) 5,028 · 1 off
- Hntb Ownership Plan (MO) 5,027 · 2 off
- Workrise Technologies, Inc. 401(k) Plan (TX) 5,033 · 4 off
- Kirby 401(k) Plan (TX) 5,033 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.