401(k) · DOL Form 5500 · 2023
Blue Cross and Blue Shield of North Carolina 401(k) Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 5,138
- Participants
- 99th
- Percentile by assets
- $247,326
- Avg per participant
Official DOL plan name: Blue Cross and Blue Shield of North Carolina 401(k) Plan · Sponsored by Blue Cross and Blue Shield of North Carolina · North Carolina · Finance & Insurance
$1.3B in assets, 5,138 participants
Blue Cross and Blue Shield of North Carolina's Blue Cross and Blue Shield of North Carolina 401(k) Plan reported $1.3B in total assets and 5,138 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #8,682 in Finance & Insurance (8,869 peers)
Coverage in North Carolina
Blue Cross and Blue Shield of North Carolina 401(k) Plan covers 5,138 participants in North Carolina, 6.3x the typical North Carolina plan (state average ~819 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2023 EOY)
- 5,138
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $247,326
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Blue Cross and Blue Shield of North Carolina 401(k) Plan reported net income rose from -$178M in the plan year 2022 filing to $179M in the plan year 2023 filing.
- Blue Cross and Blue Shield of North Carolina 401(k) Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
- Blue Cross and Blue Shield of North Carolina 401(k) Plan reported participants rose from 5,029 in the plan year 2022 filing to 5,138 in the plan year 2023 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Blue Cross and Blue Shield of North Carolina 401(k) Plan reports 5,138 participants - 6.3x that state average ($1.3B EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $179M |
| Employer EIN | 560894904 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross and Blue Shield of North Carolina)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,108 | $1.1B |
| 2023 | 2 | 5,272 | $1.3B |
| 2024 | 2 | 5,693 | $1.4B |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Blue Cross and Blue Shield of North Carolina 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Scale composition for Blue Cross and Blue Shield of North Carolina 401(k) Plan
Blue Cross and Blue Shield of North Carolina 401(k) Plan reports $1.3B in end-of-year assets across 5,138 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $247,326 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2023 was $179M.
This plan identity (EIN 560894904, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.4B (+30.2%) while covered participants moved from 5,029 to 5,572 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,029 | $1.1B | Open filing |
| 2023 | 5,138 | $1.3B | This page |
| 2024 · index core | 5,572 | $1.4B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Blue Cross and Blue Shield of North Carolina 401(k) Plan (401(k), $1.4B, 5,572 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Blue Cross and Blue Shield of North Carolina 401(k) Plan by total assets, not by location.
- Fedex Office and Print Services, Inc. 401(k) Retirement Savings Plan (TX) $1.3B · 13,831
- Morrison & Foerster LLP Retirement Plan Part I (CA) $1.3B · 1,904
- Transunion 401(k) & Savings Plan (IL) $1.3B · 5,349
- Olin Corporation Contributing Employee Ownership Plan (MO) $1.3B · 6,706
Frequently Asked Questions
How did Blue Cross and Blue Shield of North Carolina 401(k) Plan assets move in 2023? ▼
How have Blue Cross and Blue Shield of North Carolina plan assets changed over time? ▼
Where does Blue Cross and Blue Shield of North Carolina 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Blue Cross and Blue Shield of North Carolina 401(k) Plan? ▼
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Filing takeaways
Ways to act on Blue Cross and Blue Shield of North Carolina 401(k) Plan's numbers.
- By total assets, Blue Cross and Blue Shield of North Carolina 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Blue Cross and Blue Shield of North Carolina's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Finance & Insurance plans