401(k) · DOL Form 5500 · 2024

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Plan

Data updated 2026-08-11

$517M
Total assets: 3,214
Participants: 97th
Percentile by assets: $160,834
Avg per participant

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.

97th percentile by assets (of 123,622 plans)
#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.

$517M
total plan assets (2024 EOY): 3,214
covered participants: 97th
percentile by assets (of 123,622 plans): $160,834
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Arizona

Industry

Finance & Insurance

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan reports 3,214 participants - 5.7x that state average ($517M EOY assets).

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.)

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 401(k) Plans in Arizona

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

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

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

Compare Blue Cross and Blue Shield of Arizona, I… 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 of Arizona, Inc. 401(k) Savings Plan by total assets, not by location.

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

Frequently Asked Questions

How did Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan assets move in 2024? ▼

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan grew sharply - up 15.9% during 2024, from $446M to $517M. Reported net income was $71M.

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 Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼

Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan 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 of Arizona, Inc. 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cadwalader, Wickersham & Taft LLP Defined Contribution Plan in NY ($517M, 633 participants).

Next read for Blue Cross and Blue Shield of Arizona, I…

Filing takeaways

Ways to act on Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan's numbers.

By total assets, Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) 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 2024.

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