401(k) · DOL Form 5500 · 2023

Capital Blue Cross 401(k) Plan

Data updated 2026-08-11

$454M
Total assets
2,250
Participants
97th
Percentile by assets
$201,799
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$454M
total plan assets (2023 EOY)
2,250
covered participants
97th
percentile by assets (of 127,072 plans)
$201,799
avg assets per participant

Where Capital Blue Cross Employee Savings Plan sits 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 $2,010,000,000 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

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 →

State
Pennsylvania
Industry
Finance & Insurance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Capital Blue Cross Employee Savings Plan reports 2,250 participants - 2.7x that state average ($454M EOY assets).

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)

$500M$510M$520M$530M$540M 202220232024 $534M $508M ▼ -4.9%
Total plan assets by year, all Capital Blue Cross plans on file
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 ($B) Participants Capital Blue Cross E…, Total assets ($B): 0.454048452 · Participants: 2250Capital Blue Cross E…Comcast Corporation …, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation …Cigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirem…, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirem…The PNC Financial Se…, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Se…The Bank of New York…, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Capital Blue Cross Employee Savings Plan by total assets, not by location.

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).

Next read for Capital Blue Cross Employee Savings Plan

Filing takeaways

Ways to act on Capital Blue Cross Employee Savings Plan's numbers.

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.