Defined Benefit (Pension) · DOL Form 5500 · 2023

Anthem Holding Corp. Pension Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
33
Participants Small participant base
84th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Employees' Retirement Plan of Blue Cross of California · Sponsored by Anthem Holding Corp. · Indiana · Finance & Insurance

$42M in assets, 33 participants

Anthem Holding Corp.'s Employees' Retirement Plan of Blue Cross of California reported $42M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,659 in Finance & Insurance (8,869 peers)

Where Employees' Retirement Plan of Blue Cross of California sits by assets

Employees' Retirement Plan of Blue Cross of California sits in the top quartile of all filed plans by assets, $42M for 33 participants (~$1.3M/participant), up 7.9% in 2023.

#6,659
in Finance & Insurance (8,869 peers)
+7.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Employees' Retirement Plan of Blue Cross of California's outsized position by total assets

Employees' Retirement Plan of Blue Cross of California vs every filed plan by assets

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

$42,467,637 Top 16% higher than 84% 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

Employees' Retirement Plan of Blue Cross of California among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Retirement Plan of Blue Cross of California is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees' Retirement Plan of Blue Cross of California reported net income rose from -$10M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Employees' Retirement Plan of Blue Cross of California end-of-year assets rose from $39M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Employees' Retirement Plan of Blue Cross of California reported participants fell from 35 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 611459939 · Anthem Holding Corp. PY 2023 · Defined Benefit (Pension)

Employees' Retirement Plan of Blue Cross of California · $42M · 33 · 84th

  • NET $42M
  • BOOK 33
  • VS-ST 84th
  • BOY Defined Benefit (Pension)
  • SCH near Oxbow Calcining LLC Salaried Employees' Retirement Plan
  • EBSA ind #6659

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 Indiana →

Employees' Retirement Plan of Blue Cross of California in the asset neighbourhood

Public Health Solutions Retirement PlanPublic Health Solutions Reti…$42MEmployees' Retirement Plan of Blue Cross of CaliforniaEmployees' Retirement Plan o…$42MOxbow Calcining LLC Salaried Employees' Retirement PlanOxbow Calcining LLC Salaried…$42MPension Plan for Hawaii Dental ServicePension Plan for Hawaii Dent…$42MBricklayers & Allied Craftsmen Local 7 PensionBricklayers & Allied Craftsm…$42M
End-of-year total assets ($M) among Employees' Retirement Plan of Blue Cross of California and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$42M
Net Income$3M
Employer EIN611459939
Plan Effective Date1953-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anthem Holding Corp.)

Sponsor-wide plan assets over time

All Anthem Holding Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 11.77473595214159% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $39.4M $44M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 35 $39M
2023 1 33 $42M
2024 1 26 $44M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Employees' Retirement Plan of Blue Cross of California vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Employees' Retirement Plan of Blue Cross of California, Total assets ($B): 0.042467637 · Participants: 33Employees' Retirement Plan of Blue Cross of CaliforniaThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Employees' Retirement Plan of Blue Cross of California vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Employees' Retirement Plan of Blue Cross of California side-by-side with 3 peers →

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

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Oxbow Calcining LLC Salaried Employees' Retirement Plan in FL ($42M); by covered participants it is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Employees' Retirement Plan of Blue Cross of California assets move in 2023? ▼
Employees' Retirement Plan of Blue Cross of California grew at a solid clip - up 7.9% during 2023, from $39M to $42M. Reported net income was $3M.
How have Anthem Holding Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anthem Holding Corp.'s sponsor-wide assets grew 11.8%, from $39M to $44M.
Where does Employees' Retirement Plan of Blue Cross of California rank by assets among Form 5500 filers? ▼
Employees' Retirement Plan of Blue Cross of California ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Employees' Retirement Plan of Blue Cross of California? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oxbow Calcining LLC Salaried Employees' Retirement Plan in FL ($42M, 37 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Retirement Plan of Blue Cross of California? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants, $18M 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 611459939.

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.