Defined Benefit (Pension) · DOL Form 5500 · 2024
Blue Cross Blue Shield of Massachusetts, Inc. Pension Plan
Data updated 2026-08-25
- $867M
- Total assets Above avg plan size
- 2,709
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $320,228
- Avg per participant High balance/head
Official DOL plan name: Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust · Sponsored by Blue Cross Blue Shield of Massachusetts, Inc. · Massachusetts · Finance & Insurance
$867M in assets, 2,709 participants
Blue Cross Blue Shield of Massachusetts, Inc.'s Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust reported $867M in total assets and 2,709 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.
- #8,268 in Finance & Insurance (8,549 peers)
Coverage in Massachusetts
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust covers 2,709 participants in Massachusetts, 4.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $867M.
- #8,268
- in Finance & Insurance (8,549 peers)
- -4.3%
- assets change YoY
- 8.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $37M 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 Massachusetts, Inc. Retirement Income Trust's outsized position by total assets
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$867,497,491 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 Massachusetts, Inc. Retirement Income Trust'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 Massachusetts, Inc. Retirement Income Trust lands in the large band (2,709 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust reported net income fell from -$5M in the plan year 2023 filing to -$37M in the plan year 2024 filing.
- Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust reported participants fell from 2,901 in the plan year 2023 filing to 2,709 in the plan year 2024 filing.
- Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust end-of-year assets fell from $907M in the plan year 2023 filing to $867M in the plan year 2024 filing.
DOL schedule card
Filing strip 041045815 · Blue Cross Blue Shield of Massachusetts, Inc. PY 2024 · Defined Benefit (Pension)
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust · $867M · 2,709 · 98th
- PART $867M
- TYPE 2,709
- NET 98th
- BOOK Defined Benefit (Pension)
- VS-ST near Pension Plan for Pactiv Evergreen
- BOY ind #8268
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 Massachusetts →
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $907M |
|---|---|
| Net Assets (End of Year) | $867M |
| Net Income | -$37M |
| Employer EIN | 041045815 |
| Plan Effective Date | 1944-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross Blue Shield of Massachusetts, Inc.)
Sponsor-wide plan assets over time
All Blue Cross Blue Shield of Massachusetts, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 16.187976712569725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,992 | $1.8B |
| 2023 | 2 | 6,927 | $2.0B |
| 2024 | 2 | 7,064 | $2.1B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Pension Plan for Pactiv Evergreen in IL ($866M); by covered participants it is I.a.T.S.E. Local 16 Pension Plan in CA (2,709 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($867M here).
- Pension Plan for Pactiv Evergreen (IL) $866M · 3,875
- National Hockey League Players Retirement Benefit Plan (NY) $865M · 1,075
- Modern Woodmen of America Employees' Retirement Plan (IL) $865M · 1,030
- California Water Service Company Pension Plan (CA) $871M · 1,242
Similar participant headcount
Nearest other-state filings by covered participants (2,709 participants); asset peers above are excluded.
- I.a.T.S.E. Local 16 Pension Plan (CA) 2,709 · 0 off
- Ikon Office Solutions, Inc. Pension Plan (PA) 2,708 · 1 off
- Nurses and Local 813 Ibt Retirement Plan (NY) 2,716 · 7 off
- Park Ohio Industries and Subsidiaries Pension Plan (OH) 2,699 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.