401(k) · DOL Form 5500 · 2023
Blue Cross Blue Shield of Alabama 401(k) Plan
Data updated 2026-08-25
- $757M
- Total assets Above avg plan size
- 4,012
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $188,795
- Avg per participant Above avg balance/head
Official DOL plan name: Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan · Sponsored by Blue Cross Blue Shield of Alabama · Alabama · Finance & Insurance
$757M in assets, 4,012 participants
Blue Cross Blue Shield of Alabama's Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan reported $757M in total assets and 4,012 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,580 in Finance & Insurance (8,869 peers)
Coverage in Alabama
Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan covers 4,012 participants in Alabama, 11x the typical Alabama plan (state average ~360 per filing). Assets: $757M.
- #8,580
- in Finance & Insurance (8,869 peers)
- +21.0%
- assets growth YoY
- 7.6×
- vs typical plan assets (national mean)
Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan's outsized position by total assets
Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$757,443,653 Top 2% higher than 98% 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 Al 401(k) Plan Salary Deferral 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 Al 401(k) Plan Salary Deferral Plan lands in the large band (4,012 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan reported net income rose from -$146M in the plan year 2022 filing to $132M in the plan year 2023 filing.
- Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan end-of-year assets rose from $626M in the plan year 2022 filing to $757M in the plan year 2023 filing.
- Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan reported participants fell from 4,087 in the plan year 2022 filing to 4,012 in the plan year 2023 filing.
DOL schedule card
Filing strip 630103830 · Blue Cross Blue Shield of Alabama PY 2023 · 401(k)
Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan · $757M · 4,012 · 98th
- 5500 $757M
- 5500 4,012
- 5500 98th
- 5500 401(k)
- 5500 near Bellin Health 401(k) Retirement Plan
- 5500 ind #8580
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 Alabama →
Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $626M |
|---|---|
| Net Assets (End of Year) | $757M |
| Net Income | $132M |
| Employer EIN | 630103830 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross Blue Shield of Alabama)
Sponsor-wide plan assets over time
All Blue Cross Blue Shield of Alabama plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 24.274707944629725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,241 | $1.3B |
| 2023 | 2 | 6,026 | $1.5B |
| 2024 | 2 | 6,246 | $1.6B |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Bellin Health 401(k) Retirement Plan in WI ($757M); by covered participants it is W.H. Braum, Inc. Profit Sharing Plus Plan in OK (4,013 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($757M here).
- Bellin Health 401(k) Retirement Plan (WI) $757M · 5,261
- Audacy Inc. 401(k) Savings & Retirement Plan (PA) $759M · 4,016
- Atos 401(k) Savings Plan (TX) $756M · 4,505
- Bank of Hawaii Retirement Savings Plan (HI) $759M · 2,094
Similar participant headcount
Nearest other-state filings by covered participants (4,012 participants); asset peers above are excluded.
- W.H. Braum, Inc. Profit Sharing Plus Plan (OK) 4,013 · 1 off
- The Steak 'n Shake 401(k) Savings Plan (IN) 4,010 · 2 off
- Hawaiian Airlines, Inc. 401(k) Savings Plan (HI) 4,009 · 3 off
- Toast, Inc. 401(k) Plan (MA) 4,009 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.