401(k) · DOL Form 5500 · 2024

Blue Cross and Blue Shield Association 401(k) Plan

Data updated 2026-08-11

$480M
Total assets
1,238
Participants
97th
Percentile by assets
$387,573
Avg per participant
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Official DOL plan name: Blue Cross and Blue Shield Association Tax-Favored Savings Program · Sponsored by Blue Cross and Blue Shield Association · Illinois · Professional & Technical Services

$480M in assets, 1,238 participants

Blue Cross and Blue Shield Association's Blue Cross and Blue Shield Association Tax-Favored Savings Program reported $480M in total assets and 1,238 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 123,622 plans)
  • #19,757 in Professional & Technical Services (20,173 peers)

Where Blue Cross and Blue Shield Association Tax-Favored Savings Program sits by assets

Blue Cross and Blue Shield Association Tax-Favored Savings Program sits in the top 5% of all filed plans by assets, $480M for 1,238 participants (~$387,573/participant), up 12.9% in 2024.

$480M
total plan assets (2024 EOY)
1,238
covered participants
97th
percentile by assets (of 123,622 plans)
$387,573
avg assets per participant

Where Blue Cross and Blue Shield Association Tax-Favored Savings Program sits by total assets

Blue Cross and Blue Shield Association Tax-Favored Savings Program vs every filed plan by assets

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

$479,815,206 Top 3% higher than 97% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Cross and Blue Shield Association Tax-Favored Savings Program reported net income fell from $73M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Blue Cross and Blue Shield Association Tax-Favored Savings Program end-of-year assets rose from $425M in the plan year 2023 filing to $480M in the plan year 2024 filing.
  • Blue Cross and Blue Shield Association Tax-Favored Savings Program reported participants rose from 1,205 in the plan year 2023 filing to 1,238 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Illinois
Industry
Professional & Technical Services

Blue Cross and Blue Shield Association Tax-Favored Savings Program vs the 2024 asset distribution

By assets, Blue Cross and Blue Shield Association Tax-Favored Savings Program outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$425M
Net Assets (End of Year)$480M
Net Income$55M
Employer EIN135656874
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Cross and Blue Shield Association)

$550M$600M$650M$700M 202220232024 $568M $674M ▲ +18.7%
Total plan assets by year, all Blue Cross and Blue Shield Association plans on file
Year Plans Participants Total Assets
2022 2 1,370 $568M
2023 2 1,387 $644M
2024 2 1,397 $674M

Nearby 401(k) Plans in Illinois

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

Blue Cross and Blue Shield Association Tax-Favored Savings Program vs. nearby 401(k) plans in Illinois, assets vs. participants

Blue Cross and Blue Shield Association Tax-Favored Savings Program vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Blue Cross and Blue …Accenture United Sta…State Farm 401(k) Sa…United Airlines Pilo…Abbott Laboratories …Walgreens Retirement…
Blue Cross and Blue Shield Association Tax-Favored Savings Program vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Blue Cross and Blue Shield Association T… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Blue Cross and Blue Shield Association Tax-Favored Savings Program by total assets, not by location.

Frequently Asked Questions

How did Blue Cross and Blue Shield Association Tax-Favored Savings Program assets move in 2024? ▼
Blue Cross and Blue Shield Association Tax-Favored Savings Program grew at a solid clip - up 12.9% during 2024, from $425M to $480M. Reported net income was $55M.
How have Blue Cross and Blue Shield Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Cross and Blue Shield Association's sponsor-wide assets grew 18.7%, from $568M to $674M.
Where does Blue Cross and Blue Shield Association Tax-Favored Savings Program rank by assets among Form 5500 filers? ▼
Blue Cross and Blue Shield Association Tax-Favored Savings Program ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Blue Cross and Blue Shield Association Tax-Favored Savings Program? ▼
Among 401(k) plans in other states, the closest by assets is Bristol Bay Native Corporation 401(k) Savings Plan in AK ($480M, 5,230 participants).

Next read for Blue Cross and Blue Shield Association T…

Scale reading

Ways to act on Blue Cross and Blue Shield Association Tax-Favored Savings Program's numbers.

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 135656874.

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.