401(k) · DOL Form 5500 · 2023

Capital Blue Cross 401(k) Plan

Data updated 2026-08-25

$454M
Total assets Above avg plan size
2,250
Participants Above avg headcount
97th
Percentile by assets National rank
$201,799
Avg per participant Above avg balance/head
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Official DOL plan name: Capital Blue Cross Employee Savings Plan · Sponsored by Capital Blue Cross · Pennsylvania · Finance & Insurance

$454M in assets, 2,250 participants

Capital Blue Cross's Capital Blue Cross Employee Savings Plan reported $454M in total assets and 2,250 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.

  • #8,443 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Capital Blue Cross Employee Savings Plan covers 2,250 participants in Pennsylvania, 2.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $454M.

#8,443
in Finance & Insurance (8,869 peers)
+19.4%
assets growth YoY
4.6×
vs typical plan assets (national mean)

Capital Blue Cross Employee Savings Plan's outsized position by total assets

Capital Blue Cross Employee Savings Plan vs every filed plan by assets

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

$454,048,452 Top 3% higher than 97% 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

Capital Blue Cross Employee 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. Capital Blue Cross Employee Savings Plan lands in the large band (2,250 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Blue Cross Employee Savings Plan reported net income rose from -$85M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • Capital Blue Cross Employee Savings Plan end-of-year assets rose from $380M in the plan year 2022 filing to $454M in the plan year 2023 filing.
  • Capital Blue Cross Employee Savings Plan reported participants rose from 2,123 in the plan year 2022 filing to 2,250 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 230455154 · Capital Blue Cross PY 2023 · 401(k)

Capital Blue Cross Employee Savings Plan · $454M · 2,250 · 97th

  • PHOTO $454M
  • PHOTO 2,250
  • PHOTO 97th
  • PHOTO 401(k)
  • PHOTO near Pegasystems Inc. 401(k) Plan
  • PHOTO ind #8443

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 →

Capital Blue Cross Employee Savings Plan in the asset neighbourhood

Charter Manufacturing Company, Inc. Profit Sharing & Retirement PlanCharter Manufacturing Compan…$455MCapital Blue Cross Employee Savings PlanCapital Blue Cross Employee …$454MPegasystems Inc. 401(k) Plan$454MAcipco 401(k) Plan$454MFirst Interstate Bancsystem, Inc. 401(k) PlanFirst Interstate Bancsystem,…$454M
End-of-year total assets ($M) among Capital Blue Cross Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$380M
Net Assets (End of Year)$454M
Net Income$74M
Employer EIN230455154
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Blue Cross)

Sponsor-wide plan assets over time

All Capital Blue Cross plans reported in each filing year

Latest sponsor-wide plan assets
$508M 4.916433405776473% vs 2022
2024 filing year
$500M$510M$520M$530M$540M 202220232024 $534M $508M ▼ -4.9%
Year Plans Participants Total Assets
2022 2 2,953 $534M
2023 2 3,028 $537M
2024 2 2,360 $508M

Nearby 401(k) Plans in Pennsylvania

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

Capital Blue Cross Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Capital Blue Cross Employee Savings Plan, Total assets ($B): 0.454048452 · Participants: 2250Capital Blue Cross Employee 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
Capital Blue Cross Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Capital Blue Cross Employee Savings Plan side-by-side with 3 peers →

Capital Blue Cross Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Pegasystems Inc. 401(k) Plan in MA ($454M); by covered participants it is The Save Plan in AZ (2,250 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($454M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,250 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 Capital Blue Cross Employee Savings Plan assets move in 2023? ▼
Capital Blue Cross Employee Savings Plan grew sharply - up 19.4% during 2023, from $380M to $454M. Reported net income was $74M.
How have Capital Blue Cross plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Blue Cross's sponsor-wide assets declined 4.9%, from $534M to $508M.
Where does Capital Blue Cross Employee Savings Plan rank by assets among Form 5500 filers? ▼
Capital Blue Cross Employee Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Capital Blue Cross Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pegasystems Inc. 401(k) Plan in MA ($454M, 2,328 participants).
Which 401(k) plans cover a similar participant headcount to Capital Blue Cross Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Save Plan in AZ (2,250 participants, $156M 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 230455154.

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.