401(k) · DOL Form 5500 · 2023

Independence Blue Cross, LLC 401(k) Plan

Data updated 2026-08-25

$958M
Total assets Above avg plan size
4,055
Participants Above avg headcount
99th
Percentile by assets National rank
$236,292
Avg per participant Above avg balance/head
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Official DOL plan name: Independence Blue Cross Blue Chip Retirement Savings Plan · Sponsored by Independence Blue Cross, LLC · Pennsylvania · Finance & Insurance

$958M in assets, 4,055 participants

Independence Blue Cross, LLC's Independence Blue Cross Blue Chip Retirement Savings Plan reported $958M in total assets and 4,055 participants in its 2023 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.

  • #8,634 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Independence Blue Cross Blue Chip Retirement Savings Plan covers 4,055 participants in Pennsylvania, 4.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $958M.

#8,634
in Finance & Insurance (8,869 peers)
+18.4%
assets growth YoY
9.6×
vs typical plan assets (national mean)

Independence Blue Cross Blue Chip Retirement Savings Plan's outsized position by total assets

Independence Blue Cross Blue Chip Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$958,165,096 Top 1% higher than 99% of 127,068 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 2023

Independence Blue Cross Blue Chip Retirement 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. Independence Blue Cross Blue Chip Retirement Savings Plan lands in the large band (4,055 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independence Blue Cross Blue Chip Retirement Savings Plan reported net income rose from -$173M in the plan year 2022 filing to $149M in the plan year 2023 filing.
  • Independence Blue Cross Blue Chip Retirement Savings Plan end-of-year assets rose from $809M in the plan year 2022 filing to $958M in the plan year 2023 filing.
  • Independence Blue Cross Blue Chip Retirement Savings Plan reported participants rose from 3,858 in the plan year 2022 filing to 4,055 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463867722 · Independence Blue Cross, LLC PY 2023 · 401(k)

Independence Blue Cross Blue Chip Retirement Savings Plan · $958M · 4,055 · 99th

  • 5500 $958M
  • 5500 4,055
  • 5500 99th
  • 5500 401(k)
  • 5500 near Citrix Systems, Inc. 401(k) Plan
  • 5500 ind #8634

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 Pennsylvania →

Independence Blue Cross Blue Chip Retirement Savings Plan in the asset neighbourhood

Employee 401(k) Savings Plan$961MThoroughbred Retirement Investment Plan of Norfolk Southern Corporation and Participating Subsidiary CompaniesThoroughbred Retirement Inve…$960MCitrix Systems, Inc. 401(k) PlanCitrix Systems, Inc. 401(k) …$960MIndependence Blue Cross Blue Chip Retirement Savings PlanIndependence Blue Cross Blue…$958MMid-Atlantic Permanente Medical Group, P.C. 401(k) PlanMid-Atlantic Permanente Medi…$956M
End-of-year total assets ($M) among Independence Blue Cross Blue Chip Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$809M
Net Assets (End of Year)$958M
Net Income$149M
Employer EIN463867722
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Blue Cross, LLC)

Sponsor-wide plan assets over time

All Independence Blue Cross, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 6.226697946567808% vs 2022
2024 filing year
$1.45B$1.5B$1.55B$1.6B$1.65B$1.7B 202220232024 $1.51B $1.61B ▲ +6.6%
Year Plans Participants Total Assets
2022 2 5,263 $1.5B
2023 2 5,347 $1.7B
2024 2 5,530 $1.6B

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Independence Blue Cross Blue Chip Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 05101520 Total assets ($B) Participants Independence Blue Cross Blue Chip Retirement Savings Plan, Total assets ($B): 0.958165096 · Participants: 4055Independence Blue Cross Blue Chip Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Independence Blue Cross Blue Chip Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Independence Blue Cross Blue Chip Retirement Savings Plan side-by-side with 3 peers →

Independence Blue Cross Blue Chip Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Citrix Systems, Inc. 401(k) Plan in FL ($960M); by covered participants it is Cambridge Healthcare Services, LLC 401(k) Plan in CA (4,056 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,055 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Independence Blue Cross Blue Chip Retirement Savings Plan assets move in 2023? ▼
Independence Blue Cross Blue Chip Retirement Savings Plan grew sharply - up 18.4% during 2023, from $809M to $958M. Reported net income was $149M.
How have Independence Blue Cross, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Blue Cross, LLC's sponsor-wide assets grew 6.2%, from $1.5B to $1.6B.
Where does Independence Blue Cross Blue Chip Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Independence Blue Cross Blue Chip Retirement Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Independence Blue Cross Blue Chip Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citrix Systems, Inc. 401(k) Plan in FL ($960M, 2,821 participants).
Which 401(k) plans cover a similar participant headcount to Independence Blue Cross Blue Chip Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cambridge Healthcare Services, LLC 401(k) Plan in CA (4,056 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463867722.

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.