401(k) · DOL Form 5500 · 2023

Blue Cross & Blue Shield of Rhode Island 401(k) Plan

Data updated 2026-08-11

$251M
Total assets: 910
Participants: 96th
Percentile by assets: $275,880
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$251M
total plan assets (2023 EOY): 910
covered participants: 96th
percentile by assets (of 127,072 plans): $275,880
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Rhode Island

Industry

Finance & Insurance

Blue Cross & Blue Shield of Rhode Island Employee Savings Plan vs the 2023 asset distribution

By assets, Blue Cross & Blue Shield of Rhode Island Employee Savings Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Blue Cross & Blue Shield of Rhode Island plans on file

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.

Blue Cross & Blue Shield of Rhode Island Employee Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants

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

Compare Blue Cross & Blue Shield of Rhode Island… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Blue Cross & Blue Shield of Rhode Island Employee Savings Plan by total assets, not by location.

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

Frequently Asked Questions

How did Blue Cross & Blue Shield of Rhode Island Employee Savings Plan assets move in 2023? ▼

Blue Cross & Blue Shield of Rhode Island Employee Savings Plan grew at a solid clip - up 7.6% during 2023, from $233M to $251M. Reported net income was $18M.

How have Blue Cross & Blue Shield of Rhode Island plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Blue Cross & Blue Shield of Rhode Island's sponsor-wide assets grew 15.8%, from $233M to $270M.

Where does Blue Cross & Blue Shield of Rhode Island Employee Savings Plan rank by assets among Form 5500 filers? ▼

Blue Cross & Blue Shield of Rhode Island Employee Savings Plan ranks in the 96th 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 Blue Cross & Blue Shield of Rhode Island Employee Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Johnson Financial Group, Inc. Retirement and Savin in WI ($251M, 1,017 participants).

Next read for Blue Cross & Blue Shield of Rhode Island…

Scale reading

Ways to act on Blue Cross & Blue Shield of Rhode Island Employee Savings Plan's numbers.

By total assets, Blue Cross & Blue Shield of Rhode Island Employee Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Rhode Island. Compare plans
Blue Cross & Blue Shield of Rhode Island's sponsor-wide assets have grown 15.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 050158952.