Defined Benefit (Pension) · DOL Form 5500 · 2023

Capital Blue Cross Pension Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
778
Participants Near avg headcount
90th
Percentile by assets National rank
$106,653
Avg per participant Below avg balance/head
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Official DOL plan name: Capital Blue Cross Retirement Plan · Sponsored by Capital Blue Cross · Pennsylvania · Finance & Insurance

$83M in assets, 778 participants

Capital Blue Cross's Capital Blue Cross Retirement Plan reported $83M in total assets and 778 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,500 in Finance & Insurance (8,869 peers)

Where Capital Blue Cross Retirement Plan sits by assets

Capital Blue Cross Retirement Plan sits in the top 10% of all filed plans by assets, $83M for 778 participants (~$106,653/participant), down 46.1% in 2023.

#7,500
in Finance & Insurance (8,869 peers)
-46.1%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $71M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capital Blue Cross Retirement Plan's outsized position by total assets

Capital Blue Cross Retirement Plan vs every filed plan by assets

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

$82,975,841 Top 10% higher than 90% 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 Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Blue Cross Retirement Plan sits mid-pack in the medium band (778 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Blue Cross Retirement Plan reported net income fell from -$46M in the plan year 2022 filing to -$71M in the plan year 2023 filing.
  • Capital Blue Cross Retirement Plan end-of-year assets fell from $154M in the plan year 2022 filing to $83M in the plan year 2023 filing.
  • Capital Blue Cross Retirement Plan reported participants fell from 830 in the plan year 2022 filing to 778 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 230455154 · Capital Blue Cross PY 2023 · Defined Benefit (Pension)

Capital Blue Cross Retirement Plan · $83M · 778 · 90th

  • ASSETS $83M
  • ASSETS 778
  • ASSETS 90th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Local 475 Pension Plan
  • ASSETS ind #7500

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 Retirement Plan in the asset neighbourhood

Plumbers and Steamfitters Local 396 Pension FundPlumbers and Steamfitters Lo…$83MLocal 475 Pension Plan$83MCapital Blue Cross Retirement PlanCapital Blue Cross Retiremen…$83MG&j Pepsi-Cola Bottlers, Inc. Employees Pension PlanG&j Pepsi-Cola Bottlers, Inc…$83MFlorida Crystals Corporation Pension PlanFlorida Crystals Corporation…$83M
End-of-year total assets ($M) among Capital Blue Cross Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$83M
Net Income-$71M
Employer EIN230455154
Plan Effective Date1947-03-01
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 Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Capital Blue Cross Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Capital Blue Cross Retirement Plan, Total assets ($B): 0.082975841 · Participants: 778Capital Blue Cross Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Capital Blue Cross Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Capital Blue Cross Retirement Plan side-by-side with 3 peers →

Capital Blue Cross Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Local 475 Pension Plan in NY ($83M); by covered participants it is Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund in NY (778 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (778 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 Retirement Plan assets move in 2023? ▼
Capital Blue Cross Retirement Plan contracted severely - down 46.1% during 2023, from $154M to $83M. Reported net income was -$71M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Capital Blue Cross Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Capital Blue Cross Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 475 Pension Plan in NY ($83M, 305 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Capital Blue Cross Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund in NY (778 participants, $94M 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.