401(k) · DOL Form 5500 · 2023
Blue Cross and Blue Shield Association 401(k) Plan
Data updated 2026-08-25
- $425M
- Total assets Above avg plan size
- 1,205
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $352,653
- Avg per participant High balance/head
Official DOL plan name: Blue Cross and Blue Shield Association Tax-Favored Savings Program · Sponsored by Blue Cross and Blue Shield Association · Illinois · Professional & Technical Services
$425M in assets, 1,205 participants
Blue Cross and Blue Shield Association's Blue Cross and Blue Shield Association Tax-Favored Savings Program reported $425M in total assets and 1,205 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.
- #19,899 in Professional & Technical Services (20,321 peers)
Where Blue Cross and Blue Shield Association Tax-Favored Savings Program sits by assets
Blue Cross and Blue Shield Association Tax-Favored Savings Program sits in the top 5% of all filed plans by assets, $425M for 1,205 participants (~$352,653/participant), up 20.8% in 2023.
- #19,899
- in Professional & Technical Services (20,321 peers)
- +20.8%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
Blue Cross and Blue Shield Association Tax-Favored Savings Program's outsized position by total assets
Blue Cross and Blue Shield Association Tax-Favored Savings Program vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$424,947,384 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 Association Tax-Favored Savings Program'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 Association Tax-Favored Savings Program lands in the large band (1,205 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Blue Cross and Blue Shield Association Tax-Favored Savings Program reported net income rose from -$81M in the plan year 2022 filing to $73M in the plan year 2023 filing.
- Blue Cross and Blue Shield Association Tax-Favored Savings Program end-of-year assets rose from $352M in the plan year 2022 filing to $425M in the plan year 2023 filing.
- Blue Cross and Blue Shield Association Tax-Favored Savings Program reported participants rose from 1,158 in the plan year 2022 filing to 1,205 in the plan year 2023 filing.
DOL schedule card
Filing strip 135656874 · Blue Cross and Blue Shield Association PY 2023 · 401(k)
Blue Cross and Blue Shield Association Tax-Favored Savings Program · $425M · 1,205 · 97th
- NET $425M
- NET 1,205
- NET 97th
- NET 401(k)
- NET near Magnit Global Solutions, Inc. and Subsidiaries 401(k) Employee Savings
- NET ind #19899
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 Professional & Technical Services retirement plans → · Plans in Illinois →
Blue Cross and Blue Shield Association Tax-Favored Savings Program in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $352M |
|---|---|
| Net Assets (End of Year) | $425M |
| Net Income | $73M |
| Employer EIN | 135656874 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross and Blue Shield Association)
Sponsor-wide plan assets over time
All Blue Cross and Blue Shield Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $674M 18.71091787264028% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,370 | $568M |
| 2023 | 2 | 1,387 | $644M |
| 2024 | 2 | 1,397 | $674M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Blue Cross and Blue Shield Association Tax-Favored Savings Program's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Magnit Global Solutions, Inc. and Subsidiaries 401(k) Employee Savings in CA ($425M); by covered participants it is Sp Holding Enterprises Corp 401(k) Retirement Savings Plan in UT (1,205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($425M here).
- Magnit Global Solutions, Inc. and Subsidiaries 401(k) Employee Savings (CA) $425M · 25,954
- Enersys Delaware Inc. 401(k) Plan (PA) $425M · 5,038
- Mathematica Group Holding Inc. Profit Sharing Plan (NJ) $425M · 1,686
- Materion Corporation Retirement Savings Plan (OH) $425M · 2,640
Similar participant headcount
Nearest other-state filings by covered participants (1,205 participants); asset peers above are excluded.
- Sp Holding Enterprises Corp 401(k) Retirement Savings Plan (UT) 1,205 · 0 off
- Workwear Outfitters 401(k) Savings Plan (TN) 1,205 · 0 off
- University Healthcare Alliance 401(k) Plan (CA) 1,205 · 0 off
- Ssa Group, LLC 401(k) Plan (CO) 1,205 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.