401(k) · DOL Form 5500 · 2024
Independence Blue Cross, LLC 401(k) Plan
Data updated 2026-08-25
- $919M
- Total assets Above avg plan size
- 4,285
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $214,434
- Avg per participant Above avg balance/head
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.
- #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.
- #8,278
- in Finance & Insurance (8,549 peers)
- -4.1%
- assets change YoY
- 9.2×
- vs typical plan assets (national mean)
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's outsized position by total assets
Independence Blue Cross Blue Chip Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$918,850,852 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
Independence Blue Cross Blue Chip Retirement Savings 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. Independence Blue Cross Blue Chip Retirement Savings Plan lands in the large band (4,285 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Plan-year Form 5500 strip
Filing strip 463867722 · Independence Blue Cross, LLC PY 2024 · 401(k)
Independence Blue Cross Blue Chip Retirement Savings Plan · $919M · 4,285 · 98th
- EBSA $919M
- PART 4,285
- TYPE 98th
- NET 401(k)
- BOOK near Bytedance 401(k) Plan
- VS-ST ind #8278
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 →
Independence Blue Cross Blue Chip Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Independence Blue Cross, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 6.226697946567808% vs 2022
- 2024 filing year
| 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.
- 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
Independence Blue Cross Blue Chip Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Bytedance 401(k) Plan in CA ($919M); by covered participants it is Logan Health Retirement Savings Plan in MT (4,288 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($919M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,285 participants); asset peers above are excluded.
- Logan Health Retirement Savings Plan (MT) 4,288 · 3 off
- Veterans United Home Loans 401(k) Plan (MO) 4,282 · 3 off
- Fleetpride Inc. Retirement & Savings Plan (TX) 4,288 · 3 off
- Briad Affiliated Companies 401(k) Plan (NJ) 4,281 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.