401(k) · DOL Form 5500 · 2024

California Physicians Service, Dba Blue Shield of Ca 401(k) Plan

Data updated 2026-08-25

$1.7B
Total assets Very large vs avg
7,242
Participants Very large workforce
99th
Percentile by assets National rank
$232,386
Avg per participant Above avg balance/head
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Official DOL plan name: Blue Shield of California Tax Deferred Salary Investment Plan · Sponsored by California Physicians Service, Dba Blue Shield of Ca · California · Finance & Insurance

$1.7B in assets, 7,242 participants

California Physicians Service, Dba Blue Shield of Ca's Blue Shield of California Tax Deferred Salary Investment Plan reported $1.7B in total assets and 7,242 participants in its 2024 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.

  • #8,390 in Finance & Insurance (8,549 peers)

Coverage in California

Blue Shield of California Tax Deferred Salary Investment Plan covers 7,242 participants in California, 11x the typical California plan (state average ~630 per filing). Assets: $1.7B.

#8,390
in Finance & Insurance (8,549 peers)
+17.2%
assets growth YoY
17×
vs typical plan assets (national mean)

Blue Shield of California Tax Deferred Salary Investment Plan's outsized position by total assets

Blue Shield of California Tax Deferred Salary Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,682,941,708 Top 1% higher than 99% of 123,620 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 2024

Blue Shield of California Tax Deferred Salary Investment Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Shield of California Tax Deferred Salary Investment Plan lands in the large band (7,242 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Shield of California Tax Deferred Salary Investment Plan end-of-year assets rose from $1.4B in the plan year 2023 filing to $1.7B in the plan year 2024 filing.
  • Blue Shield of California Tax Deferred Salary Investment Plan reported net income fell from $269M in the plan year 2023 filing to $247M in the plan year 2024 filing.
  • Blue Shield of California Tax Deferred Salary Investment Plan reported participants fell from 7,821 in the plan year 2023 filing to 7,242 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 940360524 · California Physicians Service, Dba Blue Shield of Ca PY 2024 · 401(k)

Blue Shield of California Tax Deferred Salary Investment Plan · $1.7B · 7,242 · 99th

  • NET $1.7B
  • NET 7,242
  • NET 99th
  • NET 401(k)
  • NET near Savings and Supplemental Retirement Plan of Novant Health, Inc.
  • NET ind #8390

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 California →

Blue Shield of California Tax Deferred Salary Investment Plan in the asset neighbourhood

Grant Thornton Advisors LLC 401(k) Savings PlanGrant Thornton Advisors LLC …$1.7BWec Energy Group Retirement Savings PlanWec Energy Group Retirement …$1.7BCushman & Wakefield 401(k) PlanCushman & Wakefield 401(k) P…$1.7BBlue Shield of California Tax Deferred Salary Investment PlanBlue Shield of California Ta…$1.7BSavings and Supplemental Retirement Plan of Novant Health, Inc.Savings and Supplemental Ret…$1.7B
End-of-year total assets ($B) among Blue Shield of California Tax Deferred Salary Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.7B
Net Income$247M
Employer EIN940360524
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Physicians Service, Dba Blue Shield of Ca)

Sponsor-wide plan assets over time

All California Physicians Service, Dba Blue Shield of Ca plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 32.467653318004395% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.69B $2.24B ▲ +32.5%
Year Plans Participants Total Assets
2022 2 11,173 $1.7B
2023 2 10,587 $2.0B
2024 2 9,714 $2.2B

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Blue Shield of California Tax Deferred Salary Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants Blue Shield of California Tax Deferred Salary Investment Plan, Total assets ($B): 1.682941708 · Participants: 7242Blue Shield of California Tax Deferred Salary Investment PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Blue Shield of California Tax Deferred Salary Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Blue Shield of California Tax Deferred Salary Investment Plan side-by-side with 3 peers →

Scale composition for Blue Shield of California Tax Deferred Salary Investment Plan

Blue Shield of California Tax Deferred Salary Investment Plan reports $1.7B in end-of-year assets across 7,242 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $232,386 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2024 was $247M.

This plan identity (EIN 940360524, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.7B (+44.3%) while covered participants moved from 8,169 to 7,242 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,169 $1.2B Open filing
2023 7,821 $1.4B Open filing
2024 · index core 7,242 $1.7B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Blue Shield of California Tax Deferred Salary Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Savings and Supplemental Retirement Plan of Novant Health, Inc. in NC ($1.7B); by covered participants it is Frontier Airlines, Inc. 401(k) Retirement Plan in CO (7,242 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (7,242 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Blue Shield of California Tax Deferred Salary Investment Plan assets move in 2024? ▼
Blue Shield of California Tax Deferred Salary Investment Plan grew sharply - up 17.2% during 2024, from $1.4B to $1.7B. Reported net income was $247M.
How have California Physicians Service, Dba Blue Shield of Ca plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Physicians Service, Dba Blue Shield of Ca's sponsor-wide assets grew 32.5%, from $1.7B to $2.2B.
Where does Blue Shield of California Tax Deferred Salary Investment Plan rank by assets among Form 5500 filers? ▼
Blue Shield of California Tax Deferred Salary Investment Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Blue Shield of California Tax Deferred Salary Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savings and Supplemental Retirement Plan of Novant Health, Inc. in NC ($1.7B, 38,190 participants).
Which 401(k) plans cover a similar participant headcount to Blue Shield of California Tax Deferred Salary Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Airlines, Inc. 401(k) Retirement Plan in CO (7,242 participants, $962M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940360524.

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.