401(k) · DOL Form 5500 · 2024
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Plan
Data updated 2026-08-25
- $517M
- Total assets Above avg plan size
- 3,214
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $160,834
- Avg per participant Above avg balance/head
Official DOL plan name: Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan · Sponsored by Blue Cross and Blue Shield of Arizona, Inc. · Arizona · Finance & Insurance
$517M in assets, 3,214 participants
Blue Cross and Blue Shield of Arizona, Inc.'s Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan reported $517M in total assets and 3,214 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.
- #8,139 in Finance & Insurance (8,549 peers)
Coverage in Arizona
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan covers 3,214 participants in Arizona, 5.7x the typical Arizona plan (state average ~564 per filing). Assets: $517M.
- #8,139
- in Finance & Insurance (8,549 peers)
- +15.9%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan's outsized position by total assets
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$516,921,702 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings 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 Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan lands in the large band (3,214 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan reported net income fell from $125M in the plan year 2023 filing to $71M in the plan year 2024 filing.
- Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan end-of-year assets rose from $446M in the plan year 2023 filing to $517M in the plan year 2024 filing.
- Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan reported participants rose from 2,877 in the plan year 2023 filing to 3,214 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 860004538 · Blue Cross and Blue Shield of Arizona, Inc. PY 2024 · 401(k)
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan · $517M · 3,214 · 97th
- PCT $517M
- EIN 3,214
- RANK 97th
- PHOTO 401(k)
- IND near Cadwalader, Wickersham & Taft LLP Defined Contribution Plan
- EOY ind #8139
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 →
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $446M |
|---|---|
| Net Assets (End of Year) | $517M |
| Net Income | $71M |
| Employer EIN | 860004538 |
| Plan Effective Date | 1984-10-01 |
| 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 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Cadwalader, Wickersham & Taft LLP Defined Contribution Plan in NY ($517M); by covered participants it is Huhtamaki Long Term Savings and Investment Plan in KS (3,214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($517M here).
- Cadwalader, Wickersham & Taft LLP Defined Contribution Plan (NY) $517M · 633
- Proliance Surgeons, Inc., P.S. 401(k) Profit Sharing Plan and Trust (WA) $517M · 2,033
- Springfield Clinic, LLP 401(k) Employees' Benefit and Retirement Plan (IL) $517M · 3,564
- Rithm Capital Family of Companies 401(k) Plan (TX) $517M · 6,513
Similar participant headcount
Nearest other-state filings by covered participants (3,214 participants); asset peers above are excluded.
- Huhtamaki Long Term Savings and Investment Plan (KS) 3,214 · 0 off
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan (MT) 3,215 · 1 off
- Trelleborg Corporation Savings Plan (MI) 3,213 · 1 off
- Horizon Air Savings Investment Plan (WA) 3,216 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.