401(k) · DOL Form 5500 · 2023
California Physicians Service, Dba Blue Shield of Ca 401(k) Plan
Data updated 2026-08-06
- $1.4B
- Total assets
- 7,821
- Participants
- 99th
- Percentile by assets
- $183,558
- Avg per participant
Official DOL plan name: Blue Shield of California Tax Deferred Salary Investment Plan · Sponsored by California Physicians Service, Dba Blue Shield of Ca · California · Finance & Insurance
$1.4B in assets, 7,821 participants
California Physicians Service, Dba Blue Shield of Ca's Blue Shield of California Tax Deferred Salary Investment Plan reported $1.4B in total assets and 7,821 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.
- 99th percentile by assets (of 126,618 plans)
- #8,689 in Finance & Insurance (8,852 peers)
Coverage in California
Blue Shield of California Tax Deferred Salary Investment Plan covers 7,821 participants in California, 12x the typical California plan (state average ~637 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2023 EOY)
- 7,821
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $183,558
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Blue Shield of California Tax Deferred Salary Investment Plan reported net income rose from -$187M in the plan year 2022 filing to $269M in the plan year 2023 filing.
- Blue Shield of California Tax Deferred Salary Investment Plan end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
- Blue Shield of California Tax Deferred Salary Investment Plan reported participants fell from 8,169 in the plan year 2022 filing to 7,821 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Blue Shield of California Tax Deferred Salary Investment Plan reports 7,821 participants - 12x that state average ($1.4B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $269M |
| Employer EIN | 940360524 |
| Plan Effective Date | 1983-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Physicians Service, Dba Blue Shield of Ca)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,173 | $1.7B |
| 2023 | 2 | 10,587 | $2.0B |
| 2024 | 2 | 9,714 | $2.2B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Blue Shield of California Tax Deferred Salary Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Scale composition for Blue Shield of California Tax Deferred Salary Investment Plan
Blue Shield of California Tax Deferred Salary Investment Plan reports $1.4B in end-of-year assets across 7,821 participants (0.012% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.009% of 89,805,449 covered participants) - about $183,558 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $269M.
This plan identity (EIN 940360524, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.7B (+44.3%) while covered participants moved from 8,169 to 7,242 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,169 | $1.2B | Open filing |
| 2023 | 7,821 | $1.4B | This page |
| 2024 · index core | 7,242 | $1.7B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Blue Shield of California Tax Deferred Salary Investment Plan (401(k), $1.7B, 7,242 participants)
- Blue Shield of California Employees Retirement Plan (Defined Benefit (Pension), $562M, 2,472 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Blue Shield of California Tax Deferred Salary Investment Plan by total assets, not by location.
- Steelcase Inc. Retirement Plan (MI) $1.4B · 4,598
- Jones Day Retirement Plan (OH) $1.4B · 926
- Staples, Inc. Employees' 401(k) Savings Plan (MA) $1.4B · 13,528
- Covestro LLC Savings and Retirement Plan (PA) $1.4B · 2,625
Frequently Asked Questions
How did Blue Shield of California Tax Deferred Salary Investment Plan assets move in 2023? ▼
How have California Physicians Service, Dba Blue Shield of Ca plan assets changed over time? ▼
Where does Blue Shield of California Tax Deferred Salary Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Blue Shield of California Tax Deferred Salary Investment Plan? ▼
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Filing takeaways
Ways to act on Blue Shield of California Tax Deferred Salary Investment Plan's numbers.
- By total assets, Blue Shield of California Tax Deferred Salary Investment Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- California Physicians Service, Dba Blue Shield of Ca's sponsor-wide assets have grown 32.5% since 2022 across 3 plan years on file. More Finance & Insurance plans