401(k) · DOL Form 5500 · 2023
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Plan
Data updated 2026-08-25
- $446M
- Total assets Above avg plan size
- 2,877
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $154,978
- Avg per participant Above avg balance/head
Official DOL plan name: Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan · Sponsored by Blue Cross and Blue Shield of Arizona, Inc. · Arizona · Finance & Insurance
$446M in assets, 2,877 participants
Blue Cross and Blue Shield of Arizona, Inc.'s Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan reported $446M in total assets and 2,877 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,436 in Finance & Insurance (8,869 peers)
Coverage in Arizona
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan covers 2,877 participants in Arizona, 5.1x the typical Arizona plan (state average ~564 per filing). Assets: $446M.
- #8,436
- in Finance & Insurance (8,869 peers)
- +39.1%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan's outsized position by total assets
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$445,871,414 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan lands in the large band (2,877 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan reported net income rose from -$55M in the plan year 2022 filing to $125M in the plan year 2023 filing.
- Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan reported participants rose from 2,030 in the plan year 2022 filing to 2,877 in the plan year 2023 filing.
- Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan end-of-year assets rose from $321M in the plan year 2022 filing to $446M in the plan year 2023 filing.
DOL schedule card
Filing strip 860004538 · Blue Cross and Blue Shield of Arizona, Inc. PY 2023 · 401(k)
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan · $446M · 2,877 · 97th
- PART $446M
- PART 2,877
- PART 97th
- PART 401(k)
- PART near UPS/Ibt Local 2727 401(k) Plan
- PART ind #8436
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 Arizona →
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $321M |
|---|---|
| Net Assets (End of Year) | $446M |
| Net Income | $125M |
| Employer EIN | 860004538 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross and Blue Shield of Arizona, Inc.)
Sponsor-wide plan assets over time
All Blue Cross and Blue Shield of Arizona, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $745M 1.026874926069922% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,638 | $737M |
| 2023 | 3 | 3,888 | $674M |
| 2024 | 3 | 3,226 | $745M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is UPS/Ibt Local 2727 401(k) Plan in KY ($446M); by covered participants it is Kirkland's, Inc. Retirement Plan in TN (2,877 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($446M here).
- UPS/Ibt Local 2727 401(k) Plan (KY) $446M · 1,811
- Point72, L.P. 401(k) Plan (CT) $446M · 1,574
- Ali Group Retirement Plan (IL) $446M · 4,006
- Kroll 401(k) Retirement Savings Plan (NY) $446M · 2,193
Similar participant headcount
Nearest other-state filings by covered participants (2,877 participants); asset peers above are excluded.
- Kirkland's, Inc. Retirement Plan (TN) 2,877 · 0 off
- Rpm Living, LLC 401(k) Plan (TX) 2,877 · 0 off
- Scp Health 401(k) Plan (LA) 2,876 · 1 off
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico (PR) 2,875 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.