401(k) · DOL Form 5500 · 2024

Capital Blue Cross 401(k) Plan

Data updated 2026-08-25

$508M
Total assets Above avg plan size
2,260
Participants Above avg headcount
97th
Percentile by assets National rank
$224,685
Avg per participant Above avg balance/head
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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.

  • #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.

#8,131
in Finance & Insurance (8,549 peers)
+11.8%
assets growth YoY
5.1×
vs typical plan assets (national mean)

Capital Blue Cross Employee Savings Plan's outsized position 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

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

Capital Blue Cross Employee 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. Capital Blue Cross Employee Savings Plan lands in the large band (2,260 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

DOL schedule card

Filing strip 230455154 · Capital Blue Cross PY 2024 · 401(k)

Capital Blue Cross Employee Savings Plan · $508M · 2,260 · 97th

  • 5500 $508M
  • ASSETS 2,260
  • PCT 97th
  • EIN 401(k)
  • RANK near Canon Medical Systems USA, Inc. 401(k) Savings Plan
  • PHOTO ind #8131

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 Pennsylvania →

Capital Blue Cross Employee Savings Plan in the asset neighbourhood

Esco Employee Savings Investment PlanEsco Employee Savings Invest…$508MUPS/Ibt Local 2727 401(k) PlanUPS/Ibt Local 2727 401(k) Pl…$508MMativ Holdings, Inc. 401(k) Retirement PlanMativ Holdings, Inc. 401(k) …$508MCapital Blue Cross Employee Savings PlanCapital Blue Cross Employee …$508MCanon Medical Systems USA, Inc. 401(k) Savings PlanCanon Medical Systems USA, I…$508M
End-of-year total assets ($M) among Capital Blue Cross Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$454M
Net Assets (End of Year)$508M
Net Income$54M
Employer EIN230455154
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Blue Cross)

Sponsor-wide plan assets over time

All Capital Blue Cross plans reported in each filing year

Latest sponsor-wide plan assets
$508M 4.916433405776473% vs 2022
2024 filing year
$500M$510M$520M$530M$540M 202220232024 $534M $508M ▼ -4.9%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Capital Blue Cross Employee Savings Plan, Total assets ($B): 0.507787761 · Participants: 2260Capital Blue Cross Employee Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Capital Blue Cross Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Capital Blue Cross Employee Savings Plan side-by-side with 3 peers →

Capital Blue Cross Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Canon Medical Systems USA, Inc. 401(k) Savings Plan in CA ($508M); by covered participants it is Eos Fitness 401(k) Plan in AZ (2,260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($508M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,260 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 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).
Which 401(k) plans cover a similar participant headcount to Capital Blue Cross Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eos Fitness 401(k) Plan in AZ (2,260 participants, $8M 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 230455154.

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.