401(k) · DOL Form 5500 · 2024

Blue Cross and Blue Shield of Nebraska 401(k) Plan

Data updated 2026-08-25

$208M
Total assets Near avg plan size
1,169
Participants Near avg headcount
94th
Percentile by assets National rank
$177,800
Avg per participant Above avg balance/head
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Official DOL plan name: Tax-Favored Savings Program · Sponsored by Blue Cross and Blue Shield of Nebraska · Nebraska · Finance & Insurance

$208M in assets, 1,169 participants

Blue Cross and Blue Shield of Nebraska's Tax-Favored Savings Program reported $208M in total assets and 1,169 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,784 in Finance & Insurance (8,549 peers)

Coverage in Nebraska

Tax-Favored Savings Program covers 1,169 participants in Nebraska, 2.1x the typical Nebraska plan (state average ~552 per filing). Assets: $208M.

#7,784
in Finance & Insurance (8,549 peers)
+9.1%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Tax-Favored Savings Program's outsized position by total assets

Tax-Favored Savings Program vs every filed plan by assets

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

$207,848,398 Top 6% higher than 94% 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

Tax-Favored Savings Program'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. Tax-Favored Savings Program lands in the large band (1,169 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tax-Favored Savings Program reported net income fell from $28M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Tax-Favored Savings Program end-of-year assets rose from $191M in the plan year 2023 filing to $208M in the plan year 2024 filing.
  • Tax-Favored Savings Program reported participants rose from 1,142 in the plan year 2023 filing to 1,169 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 470095156 · Blue Cross and Blue Shield of Nebraska PY 2024 · 401(k)

Tax-Favored Savings Program · $208M · 1,169 · 94th

  • SCH $208M
  • SCH 1,169
  • SCH 94th
  • SCH 401(k)
  • SCH near Merrick & Company 401(k) and ESOP
  • SCH ind #7784

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 Nebraska →

Tax-Favored Savings Program in the asset neighbourhood

Newsday 401(k) Savings Plan$208MSonos, Inc. 401(k) Plan$208MTax-Favored Savings Program$208MMerrick & Company 401(k) and ESOPMerrick & Company 401(k) and…$208MAegis 401(k) Retirement Plan$208M
End-of-year total assets ($M) among Tax-Favored Savings Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$191M
Net Assets (End of Year)$208M
Net Income$17M
Employer EIN470095156
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Cross and Blue Shield of Nebraska)

Sponsor-wide plan assets over time

All Blue Cross and Blue Shield of Nebraska plans reported in each filing year

Latest sponsor-wide plan assets
$257M 22.468215182514783% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $210M $257M ▲ +22.5%
Year Plans Participants Total Assets
2022 2 1,268 $210M
2023 2 1,260 $241M
2024 2 1,278 $257M

Nearby 401(k) Plans in Nebraska

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

Tax-Favored Savings Program vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Tax-Favored Savings Program, Total assets ($B): 0.207848398 · Participants: 1169Tax-Favored Savings ProgramHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Tax-Favored Savings Program vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Tax-Favored Savings Program side-by-side with 3 peers →

Tax-Favored Savings Program's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Merrick & Company 401(k) and ESOP in CO ($208M); by covered participants it is Dream Finders Homes 401(k) Plan in FL (1,169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($208M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,169 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 Tax-Favored Savings Program assets move in 2024? ▼
Tax-Favored Savings Program grew at a solid clip - up 9.1% during 2024, from $191M to $208M. Reported net income was $17M.
How have Blue Cross and Blue Shield of Nebraska plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Cross and Blue Shield of Nebraska's sponsor-wide assets grew 22.5%, from $210M to $257M.
Where does Tax-Favored Savings Program rank by assets among Form 5500 filers? ▼
Tax-Favored Savings Program ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Tax-Favored Savings Program? ▼
Among 401(k) plans in other states, the closest by assets is Merrick & Company 401(k) and ESOP in CO ($208M, 962 participants).
Which 401(k) plans cover a similar participant headcount to Tax-Favored Savings Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Dream Finders Homes 401(k) Plan in FL (1,169 participants, $98M 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 470095156.

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.