Defined Benefit (Pension) · DOL Form 5500 · 2022

Blue Cross and Blue Shield of North Carolina Pension Plan

Data updated 2026-08-25

$316K
Total assets Small plan by assets
932
Participants Near avg headcount
14th
Percentile by assets National rank
$339
Avg per participant Low balance/head
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Official DOL plan name: Blue Cross and Blue Shield of North Carolina Retirement Plan · Sponsored by Blue Cross and Blue Shield of North Carolina · North Carolina · Finance & Insurance

$316K in assets, 932 participants

Blue Cross and Blue Shield of North Carolina's Blue Cross and Blue Shield of North Carolina Retirement Plan reported $316K in total assets and 932 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

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

Blue Cross and Blue Shield of North Carolina multi-year trail

Blue Cross and Blue Shield of North Carolina's plans moved +30.2% in assets from 2022 to 2024; this filing shows Blue Cross and Blue Shield of North Carolina Retirement Plan at $316K / 932 participants.

#815
in Finance & Insurance (9,261 peers)
-100.0%
assets change YoY

The plan reported a net loss of $579M 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 Retirement Plan among the smaller filed plans by assets

Blue Cross and Blue Shield of North Carolina Retirement Plan vs every filed plan by assets

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

$315,737 14th percentile higher than 14% 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

Blue Cross and Blue Shield of North Carolina 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. Blue Cross and Blue Shield of North Carolina Retirement Plan sits mid-pack in the medium band (932 participants).

EBSA filing schedule strip

Filing strip 560894904 · Blue Cross and Blue Shield of North Carolina PY 2022 · Defined Benefit (Pension)

Blue Cross and Blue Shield of North Carolina Retirement Plan · $316K · 932 · 14th

  • ASSETS $316K
  • PCT 932
  • EIN 14th
  • RANK Defined Benefit (Pension)
  • PHOTO near Ffw Cash Balance Plan
  • IND ind #815

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 Retirement Plan in the asset neighbourhood

Blue Cross and Blue Shield of North Carolina Retirement PlanBlue Cross and Blue Shield o…$316KFfw Cash Balance Plan$317KSchiffli Embroidery Workers Pension FundSchiffli Embroidery Workers …$318KMyers Team, Inc. Retirement PlanMyers Team, Inc. Retirement …$319KLipworth Diamond Corp. Cash Balance PlanLipworth Diamond Corp. Cash …$314K
End-of-year total assets ($M) among Blue Cross and Blue Shield of North Carolina Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Blue Cross and Blue Shield of North Carolina multi-year asset trail

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
$1B$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.09B $1.42B ▲ +30.3%
Year Plans Participants Total Assets
2022 3 6,108 $1.1B
2023 2 5,272 $1.3B
2024 2 5,693 $1.4B

Blue Cross and Blue Shield of North Carolina filing trail (2022)

Total Assets (Beginning of Year)$718M
Net Assets (End of Year)$316K
Net Income-$579M
Employer EIN560894904
Plan Effective Date1968-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in North Carolina

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

Blue Cross and Blue Shield of North Carolina Retirement Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants Blue Cross and Blue Shield of North Carolina Retirement Plan, Total assets ($B): 0.000315737 · Participants: 932Blue Cross and Blue Shield of North Carolina Retirement PlanHoneywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
Blue Cross and Blue Shield of North Carolina Retirement Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Blue Cross and Blue Shield of North Carolina Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Ffw Cash Balance Plan in NY ($317K); by covered participants it is Constellation Cash Balance Pension Plan for Bargaining Unit Employees in PA (933 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($316K here).

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 Blue Cross and Blue Shield of North Carolina Retirement Plan assets move in 2022? ▼
Blue Cross and Blue Shield of North Carolina Retirement Plan contracted severely - down 100.0% during 2022, from $718M to $316K. Reported net income was -$579M.
How have Blue Cross and Blue Shield of North Carolina plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Cross and Blue Shield of North Carolina's sponsor-wide assets grew 30.2%, from $1.1B to $1.4B.
Where does Blue Cross and Blue Shield of North Carolina Retirement Plan rank by assets among Form 5500 filers? ▼
Blue Cross and Blue Shield of North Carolina Retirement Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Blue Cross and Blue Shield of North Carolina Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ffw Cash Balance Plan in NY ($317K, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Blue Cross and Blue Shield of North Carolina Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Constellation Cash Balance Pension Plan for Bargaining Unit Employees in PA (933 participants, $71M 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 560894904.

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.