Defined Benefit (Pension) · DOL Form 5500 · 2023
Blue Cross Blue Shield of Massachusetts, Inc. Pension Plan
Data updated 2026-08-25
- $907M
- Total assets Above avg plan size
- 2,901
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $312,622
- Avg per participant High balance/head
Official DOL plan name: Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust · Sponsored by Blue Cross Blue Shield of Massachusetts, Inc. · Massachusetts · Finance & Insurance
$907M in assets, 2,901 participants
Blue Cross Blue Shield of Massachusetts, Inc.'s Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust reported $907M in total assets and 2,901 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.
- #8,624 in Finance & Insurance (8,869 peers)
Coverage in Massachusetts
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust covers 2,901 participants in Massachusetts, 4.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $907M.
- #8,624
- in Finance & Insurance (8,869 peers)
- -0.4%
- assets change YoY
- 9.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust's outsized position by total assets
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$906,917,670 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 Massachusetts, Inc. Retirement Income Trust'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 Massachusetts, Inc. Retirement Income Trust lands in the large band (2,901 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust reported net income rose from -$345M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
- Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust reported participants fell from 3,181 in the plan year 2022 filing to 2,901 in the plan year 2023 filing.
- Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust end-of-year assets fell from $911M in the plan year 2022 filing to $907M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 041045815 · Blue Cross Blue Shield of Massachusetts, Inc. PY 2023 · Defined Benefit (Pension)
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust · $907M · 2,901 · 98th
- BOY $907M
- BOY 2,901
- BOY 98th
- BOY Defined Benefit (Pension)
- BOY near Goldman Sachs Employees' Pension Plan
- BOY ind #8624
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 Massachusetts →
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $911M |
|---|---|
| Net Assets (End of Year) | $904M |
| Net Income | -$5M |
| Employer EIN | 041045815 |
| Plan Effective Date | 1944-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross Blue Shield of Massachusetts, Inc.)
Sponsor-wide plan assets over time
All Blue Cross Blue Shield of Massachusetts, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 16.187976712569725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,992 | $1.8B |
| 2023 | 2 | 6,927 | $2.0B |
| 2024 | 2 | 7,064 | $2.1B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Goldman Sachs Employees' Pension Plan in NY ($905M); by covered participants it is Fca US LLC Pension Plan in MI (2,903 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($907M here).
- Goldman Sachs Employees' Pension Plan (NY) $905M · 1,387
- Intel Minimum Pension Plan (CA) $910M · 21,211
- Entergy Corporation Retirement Plan for Bargaining Employees (LA) $903M · 2,424
- Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan (MI) $914M · 6,430
Similar participant headcount
Nearest other-state filings by covered participants (2,901 participants); asset peers above are excluded.
- Fca US LLC Pension Plan (MI) 2,903 · 2 off
- San Diego County Construction Laborers' Pension Trust Fund (CA) 2,893 · 8 off
- International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware (PA) 2,911 · 10 off
- Christian School Pension Plan and Trust Fund (MI) 2,884 · 17 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.