401(k) · DOL Form 5500 · 2023
Blue Cross & Blue Shield of Rhode Island 401(k) Plan
Data updated 2026-08-25
- $251M
- Total assets Near avg plan size
- 910
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $275,880
- Avg per participant High balance/head
Official DOL plan name: Blue Cross & Blue Shield of Rhode Island Employee Savings Plan · Sponsored by Blue Cross & Blue Shield of Rhode Island · Rhode Island · Finance & Insurance
$251M in assets, 910 participants
Blue Cross & Blue Shield of Rhode Island's Blue Cross & Blue Shield of Rhode Island Employee Savings Plan reported $251M in total assets and 910 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,228 in Finance & Insurance (8,869 peers)
Where Blue Cross & Blue Shield of Rhode Island Employee Savings Plan sits by assets
Blue Cross & Blue Shield of Rhode Island Employee Savings Plan sits in the top 5% of all filed plans by assets, $251M for 910 participants (~$275,880/participant), up 7.6% in 2023.
- #8,228
- in Finance & Insurance (8,869 peers)
- +7.6%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Blue Cross & Blue Shield of Rhode Island Employee Savings Plan's outsized position by total assets
Blue Cross & Blue Shield of Rhode Island Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$251,050,526 Top 4% higher than 96% 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 & Blue Shield of Rhode Island Employee Savings 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. Blue Cross & Blue Shield of Rhode Island Employee Savings Plan sits mid-pack in the medium band (910 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Blue Cross & Blue Shield of Rhode Island Employee Savings Plan reported net income rose from -$45M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Blue Cross & Blue Shield of Rhode Island Employee Savings Plan reported participants rose from 820 in the plan year 2022 filing to 910 in the plan year 2023 filing.
- Blue Cross & Blue Shield of Rhode Island Employee Savings Plan end-of-year assets rose from $233M in the plan year 2022 filing to $251M in the plan year 2023 filing.
DOL schedule card
Filing strip 050158952 · Blue Cross & Blue Shield of Rhode Island PY 2023 · 401(k)
Blue Cross & Blue Shield of Rhode Island Employee Savings Plan · $251M · 910 · 96th
- PCT $251M
- EIN 910
- RANK 96th
- PHOTO 401(k)
- IND near Johnson Financial Group, Inc. Retirement and Savin
- EOY ind #8228
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 Rhode Island →
Blue Cross & Blue Shield of Rhode Island Employee Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $233M |
|---|---|
| Net Assets (End of Year) | $251M |
| Net Income | $18M |
| Employer EIN | 050158952 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross & Blue Shield of Rhode Island)
Sponsor-wide plan assets over time
All Blue Cross & Blue Shield of Rhode Island plans reported in each filing year
- Latest sponsor-wide plan assets
- $270M 15.790183465309635% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 820 | $233M |
| 2023 | 1 | 910 | $251M |
| 2024 | 1 | 880 | $270M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $27.6B · 265,760
- Textron Savings Plan $5.7B · 26,580
- Cfg Retirement Savings Plan $2.9B · 19,047
- Unfi 401(k) Plan $2.7B · 25,475
- Fm Global 401(k) Savings Plan $1.7B · 4,295
Blue Cross & Blue Shield of Rhode Island Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Johnson Financial Group, Inc. Retirement and Savin in WI ($251M); by covered participants it is Yf Fc Operations LLC 401(k) Plan in FL (910 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($251M here).
- Johnson Financial Group, Inc. Retirement and Savin (WI) $251M · 1,017
- The Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings Plan (MD) $251M · 1,414
- Blue Cross and Blue Shield of Kansas City 401(k) Plan (MO) $251M · 1,611
- Ardent Mills, LLC Retirement Savings Plan (for Salaried Employees) (CO) $251M · 2,287
Similar participant headcount
Nearest other-state filings by covered participants (910 participants); asset peers above are excluded.
- Yf Fc Operations LLC 401(k) Plan (FL) 910 · 0 off
- Emcor Group, Inc. and Subsidiaries Union Employees' 401(k) Plan (CT) 910 · 0 off
- Cardinal Group Management 401(k) Plan (CO) 910 · 0 off
- Anser Advisory LLC 401(k) Retirement Plan (FL) 910 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.