Defined Benefit (Pension) · DOL Form 5500 · 2022

Blue Cross and Blue Shield of Arizona, Inc. Pension Plan

Data updated 2026-08-11

$417M
Total assets: 608
Participants: 98th
Percentile by assets: $685,626
Avg per participant

Official DOL plan name: Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. · Sponsored by Blue Cross and Blue Shield of Arizona, Inc. · Arizona · Finance & Insurance

$417M in assets, 608 participants

Blue Cross and Blue Shield of Arizona, Inc.'s Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. reported $417M in total assets and 608 participants in its 2022 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.

98th percentile by assets (of 139,126 plans)
#8,850 in Finance & Insurance (9,261 peers)

Where Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. sits by assets

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. sits in the top 5% of all filed plans by assets, $417M for 608 participants (~$685,626/participant), up 35.8% in 2022.

$417M
total plan assets (2022 EOY): 608
covered participants: 98th
percentile by assets (of 139,126 plans): $685,626
avg assets per participant

State

Arizona

Industry

Finance & Insurance

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. vs the 2022 asset distribution

By assets, Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$307M
Net Assets (End of Year)	$402M
Net Income	$95M
Employer EIN	860004538
Plan Effective Date	1953-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Blue Cross and Blue Shield of Arizona, Inc.)

Total plan assets by year, all Blue Cross and Blue Shield of Arizona, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	2,638	$737M
2023	3	3,888	$674M
2024	3	3,226	$745M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants

Pinnacle West Capital Corporation Retirement Plan $3.2B · 5,840
Salt River Project Employees' Retirement Plan $2.5B · 4,802
Freeport Minerals Corporation Retirement Plan $1.4B · 2,788
Desert States Employers & Ufcw Unions Pension Plan $960M · 25,673
Avnet Pension Plan $591M · 2,609

Compare Non-Contributory Retirement Program for … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. by total assets, not by location.

Pension Plan for All Eligible Employees of Crane (CT) $417M · 800
Steamfitters Industry Pension Fund (NY) $417M · 2,384
The Clorox Company Pension Plan (CA) $416M · 1,727
The Retirement Plan of Rady Childrens Hospital and Health Center (CA) $418M · 2,011

Frequently Asked Questions

How did Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. assets move in 2022? ▼

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. surged - up 35.8% during 2022, from $307M to $417M. Reported net income was $95M.

How have Blue Cross and Blue Shield of Arizona, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Blue Cross and Blue Shield of Arizona, Inc.'s sponsor-wide assets grew 1.0%, from $737M to $745M.

Where does Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. rank by assets among Form 5500 filers? ▼

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for All Eligible Employees of Crane in CT ($417M, 800 participants).

Next read for Non-Contributory Retirement Program for …

Scale reading

Ways to act on Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.'s numbers.

By total assets, Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Arizona. Compare plans
Blue Cross and Blue Shield of Arizona, Inc.'s sponsor-wide assets have grown 1.0% 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 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860004538.