Defined Benefit (Pension) · DOL Form 5500 · 2023
Blue Cross and Blue Shield of Arizona, Inc. Pension Plan
Data updated 2026-08-25
- $221M
- Total assets Near avg plan size
- 514
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $429,579
- Avg per participant High balance/head
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
$221M in assets, 514 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 $221M in total assets and 514 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,174 in Finance & Insurance (8,869 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, $221M for 514 participants (~$429,579/participant), down 47.0% in 2023.
- #8,174
- in Finance & Insurance (8,869 peers)
- -47.0%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.'s outsized position by total assets
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$220,803,442 Top 5% higher than 95% 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
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. 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. Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. sits mid-pack in the medium band (514 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. reported net income fell from $95M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. end-of-year assets fell from $417M in the plan year 2022 filing to $221M in the plan year 2023 filing.
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. reported participants fell from 608 in the plan year 2022 filing to 514 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 860004538 · Blue Cross and Blue Shield of Arizona, Inc. PY 2023 · Defined Benefit (Pension)
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. · $221M · 514 · 95th
- EOY $221M
- EOY 514
- EOY 95th
- EOY Defined Benefit (Pension)
- EOY near Golden State Water Company Pension Plan
- EOY ind #8174
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 Arizona →
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $417M |
|---|---|
| Net Assets (End of Year) | $221M |
| Net Income | $11M |
| Employer EIN | 860004538 |
| Plan Effective Date | 1953-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross and Blue Shield of Arizona, Inc.)
Sponsor-wide plan assets over time
All Blue Cross and Blue Shield of Arizona, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $745M 1.026874926069922% vs 2022
- 2024 filing year
| 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.
- Pinnacle West Capital Corporation Retirement Plan $3.3B · 5,824
- Salt River Project Employees' Retirement Plan $2.8B · 4,790
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,597
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 19,139
- Avnet Pension Plan $501M · 2,483
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Golden State Water Company Pension Plan in CA ($221M); by covered participants it is Basf Corporation Consolidated Bargaining Unit Employees' Pension Plan in NJ (513 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($221M here).
Similar participant headcount
Nearest other-state filings by covered participants (514 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.