401(k) · DOL Form 5500 · 2024

Capital Blue Cross 401(k) Plan

Data updated 2026-08-11

$508M
Total assets: 2,260
Participants: 97th
Percentile by assets: $224,685
Avg per participant

Official DOL plan name: Capital Blue Cross Employee Savings Plan · Sponsored by Capital Blue Cross · Pennsylvania · Finance & Insurance

$508M in assets, 2,260 participants

Capital Blue Cross's Capital Blue Cross Employee Savings Plan reported $508M in total assets and 2,260 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)
#8,131 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Capital Blue Cross Employee Savings Plan covers 2,260 participants in Pennsylvania, 2.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $508M.

$508M
total plan assets (2024 EOY): 2,260
covered participants: 97th
percentile by assets (of 123,622 plans): $224,685
avg assets per participant

Where Capital Blue Cross Employee Savings Plan sits by total assets

Capital Blue Cross Employee Savings Plan vs every filed plan by assets

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

$507,787,761 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

Capital Blue Cross Employee Savings Plan reported net income fell from $74M in the plan year 2023 filing to $54M in the plan year 2024 filing.
Capital Blue Cross Employee Savings Plan end-of-year assets rose from $454M in the plan year 2023 filing to $508M in the plan year 2024 filing.
Capital Blue Cross Employee Savings Plan reported participants rose from 2,250 in the plan year 2023 filing to 2,260 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Capital Blue Cross Employee Savings Plan reports 2,260 participants - 2.8x that state average ($508M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$454M
Net Assets (End of Year)	$508M
Net Income	$54M
Employer EIN	230455154
Plan Effective Date	1983-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Capital Blue Cross)

Total plan assets by year, all Capital Blue Cross plans on file

Year	Plans	Participants	Total Assets
2022	2	2,953	$534M
2023	2	3,028	$537M
2024	2	2,360	$508M

Nearby 401(k) Plans in Pennsylvania

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

Capital Blue Cross Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Capital Blue Cross Employee Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Capital Blue Cross Employee Savings Plan by total assets, not by location.

Canon Medical Systems USA, Inc. 401(k) Savings Plan (CA) $508M · 1,186
Mativ Holdings, Inc. 401(k) Retirement Plan (GA) $508M · 3,780
UPS/Ibt Local 2727 401(k) Plan (KY) $508M · 1,825
Esco Employee Savings Investment Plan (MO) $508M · 2,551

Frequently Asked Questions

How did Capital Blue Cross Employee Savings Plan assets move in 2024? ▼

Capital Blue Cross Employee Savings Plan grew at a solid clip - up 11.8% during 2024, from $454M to $508M. Reported net income was $54M.

How have Capital Blue Cross plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Capital Blue Cross's sponsor-wide assets declined 4.9%, from $534M to $508M.

Where does Capital Blue Cross Employee Savings Plan rank by assets among Form 5500 filers? ▼

Capital Blue Cross Employee 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 Capital Blue Cross Employee Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Canon Medical Systems USA, Inc. 401(k) Savings Plan in CA ($508M, 1,186 participants).

Next read for Capital Blue Cross Employee Savings Plan

Filing takeaways

Ways to act on Capital Blue Cross Employee Savings Plan's numbers.

By total assets, Capital Blue Cross Employee 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 Pennsylvania. Compare plans
Capital Blue Cross's sponsor-wide assets have declined 4.9% 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 230455154.