401(k) · DOL Form 5500 · 2024

Independence Blue Cross, LLC 401(k) Plan

Data updated 2026-08-11

$919M
Total assets: 4,285
Participants: 98th
Percentile by assets: $214,434
Avg per participant

Official DOL plan name: Independence Blue Cross Blue Chip Retirement Savings Plan · Sponsored by Independence Blue Cross, LLC · Pennsylvania · Finance & Insurance

$919M in assets, 4,285 participants

Independence Blue Cross, LLC's Independence Blue Cross Blue Chip Retirement Savings Plan reported $919M in total assets and 4,285 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.

98th percentile by assets (of 123,622 plans)
#8,278 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Independence Blue Cross Blue Chip Retirement Savings Plan covers 4,285 participants in Pennsylvania, 5.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $919M.

$919M
total plan assets (2024 EOY): 4,285
covered participants: 98th
percentile by assets (of 123,622 plans): $214,434
avg assets per participant

The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Independence Blue Cross Blue Chip Retirement Savings Plan reported net income fell from $149M in the plan year 2023 filing to -$39M in the plan year 2024 filing.
Independence Blue Cross Blue Chip Retirement Savings Plan reported participants rose from 4,055 in the plan year 2023 filing to 4,285 in the plan year 2024 filing.
Independence Blue Cross Blue Chip Retirement Savings Plan end-of-year assets fell from $958M in the plan year 2023 filing to $919M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Independence Blue Cross Blue Chip Retirement Savings Plan reports 4,285 participants - 5.2x that state average ($919M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$958M
Net Assets (End of Year)	$919M
Net Income	-$39M
Employer EIN	463867722
Plan Effective Date	1983-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Independence Blue Cross, LLC)

Total plan assets by year, all Independence Blue Cross, LLC plans on file

Year	Plans	Participants	Total Assets
2022	2	5,263	$1.5B
2023	2	5,347	$1.7B
2024	2	5,530	$1.6B

Nearby 401(k) Plans in Pennsylvania

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

Independence Blue Cross Blue Chip Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Independence Blue Cross Blue Chip Retire… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Independence Blue Cross Blue Chip Retirement Savings Plan by total assets, not by location.

Bytedance 401(k) Plan (CA) $919M · 10,022
IBEW Local No. 58 Annuity Fund (MI) $919M · 5,385
Formosa Plastics Corporation Employees Savings Plan (NJ) $918M · 3,543
Flagstar Financial, Inc. Employee Savings Plan (NY) $918M · 4,956

Frequently Asked Questions

How did Independence Blue Cross Blue Chip Retirement Savings Plan assets move in 2024? ▼

Independence Blue Cross Blue Chip Retirement Savings Plan edged down modestly - down 4.1% during 2024, from $958M to $919M. Reported net income was -$39M.

How have Independence Blue Cross, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Independence Blue Cross, LLC's sponsor-wide assets grew 6.2%, from $1.5B to $1.6B.

Where does Independence Blue Cross Blue Chip Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Independence Blue Cross Blue Chip Retirement Savings Plan ranks in the 98th 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 Independence Blue Cross Blue Chip Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bytedance 401(k) Plan in CA ($919M, 10,022 participants).

Next read for Independence Blue Cross Blue Chip Retire…

Filing takeaways

Ways to act on Independence Blue Cross Blue Chip Retirement Savings Plan's numbers.

By total assets, Independence Blue Cross Blue Chip Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Independence Blue Cross, LLC's sponsor-wide assets have grown 6.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 463867722.