Defined Benefit (Pension) · DOL Form 5500 · 2024
Blue Cross and Blue Shield of Alabama Pension Plan
Data updated 2026-08-25
- $712M
- Total assets Above avg plan size
- 1,955
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $364,133
- Avg per participant High balance/head
Official DOL plan name: Blue Cross and Blue Shield of Alabama Retirement Plan · Sponsored by Blue Cross and Blue Shield of Alabama · Alabama · Finance & Insurance
$712M in assets, 1,955 participants
Blue Cross and Blue Shield of Alabama's Blue Cross and Blue Shield of Alabama Retirement Plan reported $712M in total assets and 1,955 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,228 in Finance & Insurance (8,549 peers)
Coverage in Alabama
Blue Cross and Blue Shield of Alabama Retirement Plan covers 1,955 participants in Alabama, 5.4x the typical Alabama plan (state average ~360 per filing). Assets: $712M.
- #8,228
- in Finance & Insurance (8,549 peers)
- -3.4%
- assets change YoY
- 7.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Blue Cross and Blue Shield of Alabama Retirement Plan's outsized position by total assets
Blue Cross and Blue Shield of Alabama Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$711,879,241 Top 2% higher than 98% 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 Alabama Retirement 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 Alabama Retirement Plan lands in the large band (1,955 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Blue Cross and Blue Shield of Alabama Retirement Plan reported net income fell from $82M in the plan year 2023 filing to -$25M in the plan year 2024 filing.
- Blue Cross and Blue Shield of Alabama Retirement Plan end-of-year assets fell from $737M in the plan year 2023 filing to $712M in the plan year 2024 filing.
- Blue Cross and Blue Shield of Alabama Retirement Plan reported participants fell from 2,014 in the plan year 2023 filing to 1,955 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 630103830 · Blue Cross and Blue Shield of Alabama PY 2024 · Defined Benefit (Pension)
Blue Cross and Blue Shield of Alabama Retirement Plan · $712M · 1,955 · 98th
- PCT $712M
- PCT 1,955
- PCT 98th
- PCT Defined Benefit (Pension)
- PCT near Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries
- PCT ind #8228
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 Alabama →
Blue Cross and Blue Shield of Alabama Retirement Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $737M |
|---|---|
| Net Assets (End of Year) | $712M |
| Net Income | -$25M |
| Employer EIN | 630103830 |
| Plan Effective Date | 1947-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross and Blue Shield of Alabama)
Sponsor-wide plan assets over time
All Blue Cross and Blue Shield of Alabama plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 24.274707944629725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,241 | $1.3B |
| 2023 | 2 | 6,026 | $1.5B |
| 2024 | 2 | 6,246 | $1.6B |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 282
- Regions Financial Corporation Retirement Plan for Associates $708M · 2,240
- Retail, Wholesale & Department Store International Union and Industry Pension Fund $619M · 1,556
- Vulcan Materials Company Pension Plan $471M · 740
- Alabama Farmers Federation and Affiliated Companies Retirement Plan $460M · 871
Blue Cross and Blue Shield of Alabama Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries in NJ ($712M); by covered participants it is Consolidated Roche Retirement Plan in NJ (1,965 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($712M here).
- Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries (NJ) $712M · 1,488
- Yum Brands Retirement Plan (KY) $711M · 2,572
- Teamsters Negotiated Pension Plan (MO) $713M · 2,256
- Permanente Physicians Retirement Plan (OR) $711M · 754
Similar participant headcount
Nearest other-state filings by covered participants (1,955 participants); asset peers above are excluded.
- Consolidated Roche Retirement Plan (NJ) 1,965 · 10 off
- International Longshoremen's Association AFL-CIO Employers Pension Fund (FL) 1,966 · 11 off
- Kodak Retirement Income Plan (NY) 1,968 · 13 off
- The Guardian Field Representative Employees' Retirement Plan (NY) 1,941 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.