401(k)
2024 plan-year 401(k) DOL Form 5500

Blue Cross & Blue Shield of Rhode Island Employee Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Blue Cross & Blue Shield of Rhode Island · Rhode Island · Finance & Insurance

What the 2023 filing shows

Blue Cross & Blue Shield of Rhode Island Employee Savings Plan holds $270M for 880 participants — about $306,932 per participant, up 7.6% over the 2024 plan year.

$270M
total plan assets (2024 EOY)
880
covered participants
$306,932
avg assets per participant
+7.6%
assets growth YoY
Total Assets (2023)
$270M
Participants
880
State
Industry
Finance & Insurance

What the Filing Says About Blue Cross & Blue Shield of Rhode Island Employee Savings Plan

Blue Cross & Blue Shield of Rhode Island Employee Savings Plan is a 401(k) retirement plan sponsored by Blue Cross & Blue Shield of Rhode Island, headquartered in Rhode Island. As of the 2024 Form 5500 filing, the plan reports $270M in total end-of-year assets and covers 880 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 050158952, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $251M at the beginning of 2024 to $270M at year-end — a gain of 7.6%. Net assets (after liabilities) closed the year at $270M, with reported net income of $19M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$251M
Total Assets (End of Year)$270M
Net Assets (End of Year)$270M
Net Income$19M
Plan Type401(k)
Employer EIN050158952
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Cross & Blue Shield of Rhode Island)

Year Plans Participants Total Assets
2022 1 820 $233M
2023 1 910 $251M
2024 1 880 $270M

Nearby 401(k) Plans in Rhode Island

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

Frequently Asked Questions

How much money is in the Blue Cross & Blue Shield of Rhode Island Employee Savings Plan?
As of the 2024 Form 5500 filing, Blue Cross & Blue Shield of Rhode Island Employee Savings Plan holds $270M in total assets with 880 participants. It is sponsored by Blue Cross & Blue Shield of Rhode Island.
What type of plan is Blue Cross & Blue Shield of Rhode Island Employee Savings Plan?
Blue Cross & Blue Shield of Rhode Island Employee Savings Plan is a 401(k) plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 050158952.
Who sponsors the Blue Cross & Blue Shield of Rhode Island Employee Savings Plan?
Blue Cross & Blue Shield of Rhode Island Employee Savings Plan is sponsored by Blue Cross & Blue Shield of Rhode Island, located in Rhode Island. The sponsor's EIN is 050158952 and the plan operates in the Finance & Insurance industry.
How did Blue Cross & Blue Shield of Rhode Island Employee Savings Plan perform in 2024?
Blue Cross & Blue Shield of Rhode Island Employee Savings Plan grew by 7.6% during 2024, moving from $251M to $270M in total assets. Net income was $19M.
Where can I find official filings for Blue Cross & Blue Shield of Rhode Island Employee Savings Plan?
Official Form 5500 filings for Blue Cross & Blue Shield of Rhode Island Employee Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 050158952 or plan name at efast.dol.gov.
How does Blue Cross & Blue Shield of Rhode Island Employee Savings Plan compare to other plans?
You can compare Blue Cross & Blue Shield of Rhode Island Employee Savings Plan against other 401(k) plans on the plan type page, or view plans in Rhode Island on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 050158952.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.