Defined Benefit (Pension) · DOL Form 5500 · 2024
Capital Blue Cross Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 100
- Participants Small participant base
Official DOL plan name: Capital Blue Cross Retirement Plan · Sponsored by Capital Blue Cross · Pennsylvania · Finance & Insurance
N/A in assets, 100 participants
Capital Blue Cross's Capital Blue Cross Retirement Plan reported N/A in total assets and 100 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Pennsylvania
Capital Blue Cross Retirement Plan covers 100 participants in Pennsylvania, about 12% of the average Pennsylvania filer (state average ~822 per filing). Assets: N/A.
- -$83M
- reported net income
The plan reported a net loss of $83M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capital Blue Cross Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Blue Cross Retirement Plan is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capital Blue Cross Retirement Plan reported participants fell from 778 in the plan year 2023 filing to 100 in the plan year 2024 filing.
- Capital Blue Cross Retirement Plan reported net income fell from -$71M in the plan year 2023 filing to -$83M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 230455154 · Capital Blue Cross PY 2024 · Defined Benefit (Pension)
Capital Blue Cross Retirement Plan · N/A · 100
- PART N/A
- PART 100
- PART PY 2024
- PART Defined Benefit (Pension)
- PART near American Postal Workers Union Officers' Qualified Retirement Plan
- PART -$83M
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 →
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$83M |
| Employer EIN | 230455154 |
| Plan Effective Date | 1947-03-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,953 | $534M |
| 2023 | 2 | 3,028 | $537M |
| 2024 | 2 | 2,360 | $508M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Capital Blue Cross Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by covered participants is American Postal Workers Union Officers' Qualified Retirement Plan in DC (100 participants; this filing: 100 participants).
Similar participant headcount
Nearest other-state filings by covered participants (100 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.